Legacy Financial Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Legacy Financial Advisors’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	$619K	Sell	11,710 -15,292	-57%	-$747K	0.08%	208
2026 Q1	$1.1M	Sell	27,002 -6,299	-19%	-$264K	0.15%	117
2025 Q4	$1.28M	Sell	33,301 -34	-0.1%	-$1.29K	0.18%	101
2025 Q3	$1.21M	Sell	33,335 -1,120	-3%	-$39.1K	0.17%	98
2025 Q2	$1.18M	Buy	34,455 +19,342	+128%	+$604K	0.18%	91
2025 Q1	$446K	Buy	15,113 +3,893	+35%	+$117K	0.07%	214
2024 Q4	$332K	Buy	11,220 +1,314	+13%	+$41.5K	0.05%	257
2024 Q3	$324K	Buy	+9,906	New	+$320K	0.05%	264

Other funds holding XCEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Legacy Financial Advisors's XCEM Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Columbia EM Core ex-China ETF (XCEM) stake by 57% in Q2 2026, selling an estimated $747K and leaving 11,710 shares worth $619K. The position accounts for 0.08% of the portfolio, ranked #208.

Legacy Financial Advisors first reported a position in XCEM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q4 2025. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Legacy Financial Advisors held 11,710 shares of Columbia EM Core ex-China ETF worth $619K as of Q2 2026.
Legacy Financial Advisors sold 15,292 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $747K.
Columbia EM Core ex-China ETF made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #208 holding.
Legacy Financial Advisors first reported a position in Columbia EM Core ex-China ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Financial Advisors's Columbia EM Core ex-China ETF position peaked at $1.28M in Q4 2025.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.