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Kerr Financial Planning’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Kerr Financial Planning’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 		$146K Sell
2,762
-579
-17% -$28.3K 0.16% 101
2026
Q1 		$157K Sell
3,341
-2,183
-40% -$91.6K 0.11% 93
2025
Q4 		$221K Buy
5,524
+2,762
+100% +$105K 0.3% 75
2025
Q3 		$106K Buy
+2,762
New +$96.5K 0.15% 118

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

Kerr Financial Planning's XCEM Position: Q2 2026 in Review

Kerr Financial Planning reduced its Columbia EM Core ex-China ETF (XCEM) stake by 17% in Q2 2026, selling an estimated $28.3K and leaving 2,762 shares worth $146K. The position accounts for 0.16% of the portfolio, ranked #101.

Kerr Financial Planning first reported a position in XCEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $221K in Q4 2025. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • Kerr Financial Planning held 2,762 shares of Columbia EM Core ex-China ETF worth $146K as of Q2 2026.
  • Kerr Financial Planning sold 579 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $28.3K.
  • Columbia EM Core ex-China ETF made up 0.16% of Kerr Financial Planning's portfolio in Q2 2026, its #101 holding.
  • Kerr Financial Planning first reported a position in Columbia EM Core ex-China ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Columbia EM Core ex-China ETF position peaked at $221K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.