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 Q3	$837K	Buy	16,283 +63	+0.4%	+$3.16K	0.02%	750
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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's XCEM Position: Q3 2026 in Review

Independent Financial Group increased its Columbia EM Core ex-China ETF (XCEM) stake by 0.39% in Q3 2026, buying an estimated $3.16K and bringing the position to 16,283 shares worth $837K. The position accounts for 0.02% of the portfolio, ranked #750.

Independent Financial Group first reported a position in XCEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q3 2025. 14 funds tracked by Wall St. Rank hold XCEM as of Q3 2026.

Independent Financial Group held 16,283 shares of Columbia EM Core ex-China ETF worth $837K as of Q3 2026.
Independent Financial Group bought 63 Columbia EM Core ex-China ETF shares in Q3 2026, an estimated $3.16K.
Columbia EM Core ex-China ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #750 holding.
Independent Financial Group first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and has held it in 8 quarters since.
Independent Financial Group's Columbia EM Core ex-China ETF position peaked at $1.17M in Q3 2025.
14 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.