KAS
XCEM icon

Kestra Advisory Services’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Kestra Advisory Services’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 		$4.96M Buy
121,440
+20,400
+20% +$856K 0.02% 791
2025
Q4 		$3.88M Buy
101,040
+57,292
+131% +$2.17M 0.02% 877
2025
Q3 		$1.59M Sell
43,748
-10,994
-20% -$384K 0.01% 1288
2025
Q2 		$1.87M Buy
54,742
+15,626
+40% +$488K 0.01% 1111
2025
Q1 		$1.16M Buy
39,116
+686
+2% +$20.6K 0.01% 1308
2024
Q4 		$1.14M Buy
38,430
+1,753
+5% +$55.3K 0.01% 1338
2024
Q3 		$1.2M Buy
36,677
+6,623
+22% +$214K 0.01% 1224
2024
Q2 		$959K Buy
30,054
+12,493
+71% +$388K 0.01% 1348
2024
Q1 		$546K Buy
17,561
+8,215
+88% +$248K ﹤0.01% 1606
2023
Q4 		$283K Buy
+9,346
New +$263K ﹤0.01% 1881

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