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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
Q2 		$7.51M Sell
141,938
-16,813
-11% -$822K 0.42% 41
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s XCEM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Columbia EM Core ex-China ETF (XCEM) stake by 11% in Q2 2026, selling an estimated $822K and leaving 141,938 shares worth $7.51M. The position accounts for 0.42% of the portfolio, ranked #41.

Guardian Wealth Advisors (North Carolina) first reported a position in XCEM in Q3 2023 and has held it in 12 quarters since. 205 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 141,938 shares of Columbia EM Core ex-China ETF worth $7.51M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 16,813 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $822K.
  • Columbia EM Core ex-China ETF made up 0.42% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #41 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 12 quarters since.
  • 205 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.