MA Private Wealth’s Columbia EM Core ex-China ETF XCEM Stock Holding History

MA Private Wealth’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	$8.24M	Sell	155,832 -8,808	-5%	-$430K	1.23%	18
2026 Q1	$6.72M	Sell	164,640 -4,311	-3%	-$181K	1.14%	25
2025 Q4	$6.48M	Sell	168,951 -405,719	-71%	-$15.4M	1.08%	25
2025 Q3	$20.9M	Sell	574,670 -597	-0.1%	-$20.9K	3.51%	9
2025 Q2	$19.7M	Sell	575,267 -130,819	-19%	-$4.09M	3.52%	9
2025 Q1	$20.9M	Sell	706,086 -68,072	-9%	-$2.04M	3.92%	9
2024 Q4	$22.9M	Buy	774,158 +4,781	+0.6%	+$151K	4.28%	8
2024 Q3	$25.1M	Buy	769,377 +257,718	+50%	+$8.34M	4.7%	8
2024 Q2	$16.3M	Buy	511,659 +31,590	+7%	+$980K	3.23%	10
2024 Q1	$14.9M	Buy	480,069 +66,303	+16%	+$2M	3.03%	10
2023 Q4	$12.5M	Buy	+413,766	New	+$11.7M	2.67%	10

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

MA Private Wealth's XCEM Position: Q2 2026 in Review

MA Private Wealth reduced its Columbia EM Core ex-China ETF (XCEM) stake by 5.3% in Q2 2026, selling an estimated $430K and leaving 155,832 shares worth $8.24M. The position accounts for 1.23% of the portfolio, ranked #18.

MA Private Wealth first reported a position in XCEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.1M in Q3 2024. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

MA Private Wealth held 155,832 shares of Columbia EM Core ex-China ETF worth $8.24M as of Q2 2026.
MA Private Wealth sold 8,808 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $430K.
Columbia EM Core ex-China ETF made up 1.23% of MA Private Wealth's portfolio in Q2 2026, its #18 holding.
MA Private Wealth first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 11 quarters since.
MA Private Wealth's Columbia EM Core ex-China ETF position peaked at $25.1M in Q3 2024.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.