Independent Financial Group’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Independent Financial Group’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	$858K	Sell	16,220 -42	-0.3%	-$2.05K	0.02%	755
2026 Q1	$664K	Sell	16,262 -48	-0.3%	-$2.01K	0.01%	790
2025 Q4	$626K	Sell	16,310 -15,759	-49%	-$596K	0.01%	787
2025 Q3	$1.17M	Buy	32,069 +5,813	+22%	+$203K	0.03%	556
2025 Q2	$897K	Buy	26,256 +5,231	+25%	+$163K	0.02%	578
2025 Q1	$621K	Buy	21,025 +10,333	+97%	+$310K	0.02%	631
2024 Q4	$316K	Buy	+10,692	New	+$337K	0.01%	883

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

Independent Financial Group's XCEM Position: Q2 2026 in Review

Independent Financial Group reduced its Columbia EM Core ex-China ETF (XCEM) stake by 0.26% in Q2 2026, selling an estimated $2.05K and leaving 16,220 shares worth $858K. The position accounts for 0.02% of the portfolio, ranked #755.

Independent Financial Group first reported a position in XCEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q3 2025. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Independent Financial Group held 16,220 shares of Columbia EM Core ex-China ETF worth $858K as of Q2 2026.
Independent Financial Group sold 42 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $2.05K.
Columbia EM Core ex-China ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #755 holding.
Independent Financial Group first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and has held it in 7 quarters since.
Independent Financial Group's Columbia EM Core ex-China ETF position peaked at $1.17M in Q3 2025.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.