HCA
XCEM icon

Heck Capital Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Heck Capital 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
2025
Q2 		– Sell
-564
Closed -$16.7K – 249
2025
Q1 		$16.7K Hold
564
– – ﹤0.01% 199
2024
Q4 		$16.7K Hold
564
– – ﹤0.01% 208
2024
Q3 		$18.4K Hold
564
– – ﹤0.01% 182
2024
Q2 		$18K Hold
564
– – ﹤0.01% 179
2024
Q1 		$17.5K Hold
564
– – ﹤0.01% 176
2023
Q4 		$17.1K Buy
+564
New +$15.9K ﹤0.01% 171

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Heck Capital Advisors's XCEM Position: Q2 2025 in Review

Heck Capital Advisors sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2025, closing a stake of 564 shares — an estimated $16.7K sold.

Heck Capital Advisors first reported a position in XCEM in Q4 2023 and held it in 6 quarters. The position peaked at $18.4K in Q3 2024. 166 funds tracked by Wall St. Rank hold XCEM as of Q2 2025.

  • Heck Capital Advisors reported no remaining Columbia EM Core ex-China ETF position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 564 Columbia EM Core ex-China ETF shares in Q2 2025, an estimated $16.7K.
  • Heck Capital Advisors first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and held it in 6 quarters.
  • Heck Capital Advisors's Columbia EM Core ex-China ETF position peaked at $18.4K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.