KOC
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Koss-Olinger Consulting’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Koss-Olinger Consulting’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 		$581K Sell
14,247
-370
-3% -$15.5K 0.05% 145
2025
Q4 		$561K Sell
14,617
-901
-6% -$34.1K 0.04% 152
2025
Q3 		$530K Buy
15,518
+1,427
+10% +$49.8K 0.04% 196
2025
Q2 		$482K Sell
14,091
-379
-3% -$11.8K 0.04% 207
2025
Q1 		$427K Sell
14,470
-1,489
-9% -$44.7K 0.04% 219
2024
Q4 		$472K Hold
15,959
– – 0.04% 132
2024
Q3 		$521K Buy
15,959
+2,859
+22% +$92.5K 0.05% 153
2024
Q2 		$418K Buy
+13,100
New +$406K 0.04% 172
2024
Q1 		– Sell
-13,315
Closed -$403K – 323
2023
Q4 		$403K Sell
13,315
-1,017
-7% -$28.6K 0.04% 184
2023
Q3 		$393K Sell
14,332
-131
-0.9% -$3.73K 0.06% 153
2023
Q2 		$414K Buy
14,463
+345
+2% +$9.56K 0.05% 149
2023
Q1 		$382K Sell
14,118
-124
-0.9% -$3.33K 0.05% 153
2022
Q4 		$364K Sell
14,242
-475
-3% -$12.1K 0.05% 142
2022
Q3 		$345K Sell
14,717
-435
-3% -$11.2K 0.06% 131
2022
Q2 		$383K Sell
15,152
-332
-2% -$9.29K 0.07% 106
2022
Q1 		$474K Buy
15,484
+543
+4% +$17K 0.08% 105
2021
Q4 		$474K Sell
14,941
-148
-1% -$4.76K 0.07% 113
2021
Q3 		$485K Sell
15,089
-586
-4% -$19.3K 0.08% 116
2021
Q2 		$524K Sell
15,675
-9,956
-39% -$325K 0.08% 132
2021
Q1 		$816K Buy
+25,631
New +$817K 0.14% 94

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 $377B 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 $412M AUM 20.58% 1-Year Est. Return

Koss-Olinger Consulting's XCEM Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Columbia EM Core ex-China ETF (XCEM) stake by 2.5% in Q1 2026, selling an estimated $15.5K and leaving 14,247 shares worth $581K. The position accounts for 0.05% of the portfolio, ranked #145.

Koss-Olinger Consulting first reported a position in XCEM in Q1 2021 and has held it in 20 quarters since. The position peaked at $816K in Q1 2021. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

  • Koss-Olinger Consulting held 14,247 shares of Columbia EM Core ex-China ETF worth $581K as of Q1 2026.
  • Koss-Olinger Consulting sold 370 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $15.5K.
  • Columbia EM Core ex-China ETF made up 0.05% of Koss-Olinger Consulting's portfolio in Q1 2026, its #145 holding.
  • Koss-Olinger Consulting first reported a position in Columbia EM Core ex-China ETF in Q1 2021 and has held it in 20 quarters since.
  • Koss-Olinger Consulting's Columbia EM Core ex-China ETF position peaked at $816K in Q1 2021.
  • 190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.