Forum Financial Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Forum Financial 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 Q2	$251K	Buy	+4,740	New	+$232K	﹤0.01%	297

Other funds holding XCEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Forum Financial Management's XCEM Position: Q2 2026 in Review

Forum Financial Management opened a new position in Columbia EM Core ex-China ETF (XCEM) in Q2 2026: 4,740 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #297 among its holdings.

204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Forum Financial Management held 4,740 shares of Columbia EM Core ex-China ETF worth $251K as of Q2 2026.
Columbia EM Core ex-China ETF was a new Forum Financial Management position in Q2 2026.
Columbia EM Core ex-China ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #297 holding.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.