Flaharty Asset Management
XCEM icon

Flaharty Asset Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Flaharty Asset Management’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
Q3 		$569K Sell
10,818
-40,127
-79% -$2.02M 3.18% 10
2026
Q2 		$2.59M Sell
50,945
-706,323
-93% -$34.5M 3.71% 7
2026
Q1 		$30.9M Sell
757,268
-15,197
-2% -$638K 3.84% 6
2025
Q4 		$29.6M Sell
772,465
-26,643
-3% -$1.01M 3.7% 8
2025
Q3 		$29M Sell
799,108
-904
-0.1% -$31.6K 3.69% 10
2025
Q2 		$27.3M Buy
800,012
+20,071
+3% +$627K 3.74% 10
2025
Q1 		$23M Buy
779,941
+288,564
+59% +$8.66M 3.32% 13
2024
Q4 		$14.5M Sell
491,377
-2,323
-0.5% -$73.3K 2.12% 20
2024
Q3 		$16.1M Sell
493,700
-7,981
-2% -$258K 2.27% 20
2024
Q2 		$16M Buy
501,681
+8,092
+2% +$251K 2.37% 19
2024
Q1 		$15.4M Buy
+493,589
New +$14.9M 2.28% 19

Other funds holding XCEM

CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Planning Alternatives
Planning Alternatives Birmingham, Michigan $940M AUM 18.11% 1-Year Est. Return

Flaharty Asset Management's XCEM Position: Q3 2026 in Review

Flaharty Asset Management reduced its Columbia EM Core ex-China ETF (XCEM) stake by 79% in Q3 2026, selling an estimated $2.02M and leaving 10,818 shares worth $569K. The position accounts for 3.18% of the portfolio, ranked #10.

Flaharty Asset Management first reported a position in XCEM in Q1 2024 and has held it in 11 quarters since. The position peaked at $30.9M in Q1 2026. 164 funds tracked by Wall St. Rank hold XCEM as of Q3 2026.

  • Flaharty Asset Management held 10,818 shares of Columbia EM Core ex-China ETF worth $569K as of Q3 2026.
  • Flaharty Asset Management sold 40,127 Columbia EM Core ex-China ETF shares in Q3 2026, an estimated $2.02M.
  • Columbia EM Core ex-China ETF made up 3.18% of Flaharty Asset Management's portfolio in Q3 2026, its #10 holding.
  • Flaharty Asset Management first reported a position in Columbia EM Core ex-China ETF in Q1 2024 and has held it in 11 quarters since.
  • Flaharty Asset Management's Columbia EM Core ex-China ETF position peaked at $30.9M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2026.

Based on Flaharty Asset Management's 13F filing for Q3 2026, filed 2 Nov 2026.