Highland Financial Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.28M Sell
154,485
-6,576
-4% -$225K 1.69% 16
2025
Q1
$4.76M Buy
161,061
+9,117
+6% +$269K 1.7% 16
2024
Q4
$4.5M Buy
151,944
+9,644
+7% +$285K 1.56% 16
2024
Q3
$4.65M Buy
142,300
+5,007
+4% +$164K 1.65% 17
2024
Q2
$4.38M Buy
137,293
+18,077
+15% +$577K 1.63% 17
2024
Q1
$3.71M Buy
119,216
+12,943
+12% +$403K 1.48% 17
2023
Q4
$3.22M Buy
+106,273
New +$3.22M 1.4% 18