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

Highland Financial 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
2026 Q2	$10.1M	Buy	190,599 +14,433	+8%	+$705K	2.22%	14
2026 Q1	$7.19M	Buy	176,166 +9,353	+6%	+$392K	1.9%	16
2025 Q4	$6.4M	Buy	166,813 +3,851	+2%	+$146K	1.77%	16
2025 Q3	$5.92M	Buy	162,962 +8,477	+5%	+$296K	1.7%	16
2025 Q2	$5.28M	Sell	154,485 -6,576	-4%	-$205K	1.69%	16
2025 Q1	$4.76M	Buy	161,061 +9,117	+6%	+$274K	1.7%	16
2024 Q4	$4.5M	Buy	151,944 +9,644	+7%	+$304K	1.56%	16
2024 Q3	$4.65M	Buy	142,300 +5,007	+4%	+$162K	1.65%	17
2024 Q2	$4.38M	Buy	137,293 +18,077	+15%	+$561K	1.63%	17
2024 Q1	$3.71M	Buy	119,216 +12,943	+12%	+$390K	1.48%	17
2023 Q4	$3.22M	Buy	+106,273	New	+$2.99M	1.4%	18

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

Highland Financial Advisors's XCEM Position: Q2 2026 in Review

Highland Financial Advisors increased its Columbia EM Core ex-China ETF (XCEM) stake by 8.2% in Q2 2026, buying an estimated $705K and bringing the position to 190,599 shares worth $10.1M. The position accounts for 2.22% of the portfolio, ranked #14.

Highland Financial Advisors first reported a position in XCEM in Q4 2023 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Highland Financial Advisors held 190,599 shares of Columbia EM Core ex-China ETF worth $10.1M as of Q2 2026.
Highland Financial Advisors bought 14,433 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $705K.
Columbia EM Core ex-China ETF made up 2.22% of Highland Financial Advisors's portfolio in Q2 2026, its #14 holding.
Highland Financial Advisors first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 11 quarters since.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.