MAI Capital Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

MAI Capital Management’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	–	Sell	-1,776	Closed	-$72.5K	–	4743
2026 Q1	$72.5K	Hold	1,776	–	–	﹤0.01%	2010
2025 Q4	$68.1K	Buy	1,776 +25	+1%	+$946	﹤0.01%	1841
2025 Q3	$63.6K	Hold	1,751	–	–	﹤0.01%	1796
2025 Q2	$59.9K	Sell	1,751 -419	-19%	-$13.1K	﹤0.01%	1755
2025 Q1	$64.1K	Hold	2,170	–	–	﹤0.01%	1615
2024 Q4	$64.2K	Buy	+2,170	New	+$68.5K	﹤0.01%	1635

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

MAI Capital Management's XCEM Position: Q2 2026 in Review

MAI Capital Management sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2026, closing a stake of 1,776 shares — an estimated $72.5K sold.

MAI Capital Management first reported a position in XCEM in Q4 2024 and held it in 6 quarters. The position peaked at $72.5K in Q1 2026. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

MAI Capital Management reported no remaining Columbia EM Core ex-China ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,776 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $72.5K.
MAI Capital Management first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Columbia EM Core ex-China ETF position peaked at $72.5K in Q1 2026.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.