Guardian Wealth Advisors (North Carolina)’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$6.48M	Sell	158,751 -9,575	-6%	-$402K	0.41%	44
2025 Q4	$6.46M	Sell	168,326 -804	-0.5%	-$30.4K	0.4%	42
2025 Q3	$6.14M	Buy	169,130 +4,037	+2%	+$141K	0.4%	46
2025 Q2	$5.64M	Buy	165,093 +4,870	+3%	+$152K	0.4%	46
2025 Q1	$4.73M	Sell	160,223 -9,476	-6%	-$284K	0.38%	46
2024 Q4	$5.02M	Buy	169,699 +3,803	+2%	+$120K	0.4%	45
2024 Q3	$5.42M	Buy	165,896 +5,214	+3%	+$169K	0.58%	32
2024 Q2	$5.13M	Buy	160,682 +5,779	+4%	+$179K	0.6%	31
2024 Q1	$4.82M	Buy	154,903 +4,166	+3%	+$126K	0.59%	31
2023 Q4	$4.56M	Buy	150,737 +8,922	+6%	+$251K	0.69%	28
2023 Q3	$3.89M	Buy	+141,815	New	+$4.04M	0.66%	26

Other funds holding XCEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s XCEM Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Columbia EM Core ex-China ETF (XCEM) stake by 5.7% in Q1 2026, selling an estimated $402K and leaving 158,751 shares worth $6.48M. The position accounts for 0.41% of the portfolio, ranked #44.

Guardian Wealth Advisors (North Carolina) first reported a position in XCEM in Q3 2023 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 158,751 shares of Columbia EM Core ex-China ETF worth $6.48M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 9,575 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $402K.
Columbia EM Core ex-China ETF made up 0.41% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #44 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and has held it in 11 quarters since.
190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.