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Investment Research & Advisory Group’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Investment Research & Advisory 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 		$30.1K Hold
569
– – 0.01% 171
2026
Q1 		$23.2K Hold
569
– – 0.01% 167
2025
Q4 		$21.8K Buy
+569
New +$21.5K 0.01% 163

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
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

Investment Research & Advisory Group's XCEM Position: Q2 2026 in Review

Investment Research & Advisory Group held its Columbia EM Core ex-China ETF (XCEM) position steady in Q2 2026 at 569 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #171.

Investment Research & Advisory Group first reported a position in XCEM in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • Investment Research & Advisory Group held 569 shares of Columbia EM Core ex-China ETF worth $30.1K as of Q2 2026.
  • Investment Research & Advisory Group left its Columbia EM Core ex-China ETF share count unchanged in Q2 2026.
  • Columbia EM Core ex-China ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #171 holding.
  • Investment Research & Advisory Group first reported a position in Columbia EM Core ex-China ETF in Q4 2025 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.