IA
XCEM icon

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

IFP 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
Q1 		$4.33K Hold
106
– – ﹤0.01% 3609
2025
Q4 		$4.07K Buy
106
+3
+3% +$114 ﹤0.01% 3514
2025
Q3 		$3.74K Hold
103
– – ﹤0.01% 3416
2025
Q2 		$3.53K Hold
103
– – ﹤0.01% 3608
2025
Q1 		$3.05K Sell
103
-333
-76% -$9.99K ﹤0.01% 3007
2024
Q4 		$12.9K Buy
436
+3
+0.7% +$95 ﹤0.01% 2438
2024
Q3 		$14.2K Buy
433
+333
+333% +$10.8K ﹤0.01% 2295
2024
Q2 		$3.21K Hold
100
– – ﹤0.01% 2703
2024
Q1 		$3.12K Sell
100
-356
-78% -$10.7K ﹤0.01% 2586
2023
Q4 		$13.8K Sell
456
-1,500
-77% -$42.2K ﹤0.01% 2068
2023
Q3 		$53.6K Hold
1,956
– – ﹤0.01% 1522
2023
Q2 		$55.9K Hold
1,956
– – ﹤0.01% 1558
2023
Q1 		$51.3K Sell
1,956
-751
-28% -$20.1K ﹤0.01% 1562
2022
Q4 		$71K Buy
2,707
+46
+2% +$1.17K ﹤0.01% 1996
2022
Q3 		$70K Hold
2,661
– – ﹤0.01% 2124
2022
Q2 		$70K Hold
2,661
– – ﹤0.01% 1928
2022
Q1 		$70K Buy
2,661
+751
+39% +$23.5K ﹤0.01% 1928
2021
Q4 		$61K Buy
1,910
+2
+0.1% +$64 ﹤0.01% 1484
2021
Q3 		$61K Buy
+1,908
New +$62.8K ﹤0.01% 1508
2019
Q4 		– Sell
-1,624
Closed -$42K – 3682
2019
Q3 		$42K Buy
+1,624
New +$41.6K ﹤0.01% 1453

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
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
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return