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Exencial Wealth Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Exencial Wealth Advisors’s Portfolio XCEM Stock Details XCEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.34M Sell
57,318
-2,265
-4% -$95K 0.07% 206
2025
Q4 		$2.29M Sell
59,583
-4,183
-7% -$158K 0.07% 208
2025
Q3 		$2.32M Sell
63,766
-15,460
-20% -$540K 0.08% 203
2025
Q2 		$2.71M Sell
79,226
-2,147
-3% -$67K 0.1% 187
2025
Q1 		$2.4M Sell
81,373
-16,675
-17% -$500K 0.09% 196
2024
Q4 		$2.9M Sell
98,048
-19,446
-17% -$614K 0.11% 181
2024
Q3 		$3.84M Sell
117,494
-12,126
-9% -$392K 0.14% 157
2024
Q2 		$4.14M Sell
129,620
-71,583
-36% -$2.22M 0.16% 140
2024
Q1 		$6.26M Sell
201,203
-1,464
-0.7% -$44.1K 0.23% 118
2023
Q4 		$6.13M Buy
202,667
+7,647
+4% +$215K 0.25% 110
2023
Q3 		$5.35M Buy
195,020
+28,058
+17% +$799K 0.26% 107
2023
Q2 		$4.78M Sell
166,962
-2,309
-1% -$64K 0.22% 117
2023
Q1 		$4.58M Sell
169,271
-12,122
-7% -$325K 0.24% 113
2022
Q4 		$4.63M Sell
181,393
-14,538
-7% -$370K 0.25% 110
2022
Q3 		$4.59M Buy
195,931
+2,166
+1% +$55.8K 0.28% 107
2022
Q2 		$4.9M Buy
+193,765
New +$5.42M 0.28% 110

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Exencial Wealth Advisors's XCEM Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Columbia EM Core ex-China ETF (XCEM) stake by 3.8% in Q1 2026, selling an estimated $95K and leaving 57,318 shares worth $2.34M. The position accounts for 0.07% of the portfolio, ranked #206.

Exencial Wealth Advisors first reported a position in XCEM in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.26M in Q1 2024. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

  • Exencial Wealth Advisors held 57,318 shares of Columbia EM Core ex-China ETF worth $2.34M as of Q1 2026.
  • Exencial Wealth Advisors sold 2,265 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $95K.
  • Columbia EM Core ex-China ETF made up 0.07% of Exencial Wealth Advisors's portfolio in Q1 2026, its #206 holding.
  • Exencial Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q2 2022 and has held it in 16 quarters since.
  • Exencial Wealth Advisors's Columbia EM Core ex-China ETF position peaked at $6.26M in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.