Marotta Asset Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Marotta Asset 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	$41.9M	Sell	818,670 -53,393	-6%	-$2.61M	6.97%	2
2026 Q1	$35.9M	Sell	872,063 -37,102	-4%	-$1.56M	6.61%	2
2025 Q4	$34.9M	Buy	909,165 +23,256	+3%	+$880K	6.46%	2
2025 Q3	$32.4M	Buy	885,909 +9,255	+1%	+$323K	6.1%	3
2025 Q2	$30M	Buy	876,654 +8,550	+1%	+$267K	6.01%	4
2025 Q1	$28.4M	Sell	868,104 -5,940	-0.7%	-$178K	5.57%	5
2024 Q4	$25.9M	Buy	874,044 +5,940	+0.7%	+$187K	5.42%	5
2024 Q3	$28.4M	Buy	868,104 +84,170	+11%	+$2.72M	5.57%	5
2024 Q2	$25M	Buy	783,934 +230,031	+42%	+$7.14M	5.18%	5
2024 Q1	$17.2M	Buy	553,903 +87,907	+19%	+$2.65M	3.56%	9
2023 Q4	$14.1M	Buy	465,996 +64,302	+16%	+$1.81M	3.03%	10
2023 Q3	$11M	Buy	+401,694	New	+$11.4M	2.55%	12

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Marotta Asset Management's XCEM Position: Q2 2026 in Review

Marotta Asset Management reduced its Columbia EM Core ex-China ETF (XCEM) stake by 6.1% in Q2 2026, selling an estimated $2.61M and leaving 818,670 shares worth $41.9M. The position accounts for 6.97% of the portfolio, ranked #2.

Marotta Asset Management first reported a position in XCEM in Q3 2023 and has held it in 12 quarters since. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Marotta Asset Management held 818,670 shares of Columbia EM Core ex-China ETF worth $41.9M as of Q2 2026.
Marotta Asset Management sold 53,393 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $2.61M.
Columbia EM Core ex-China ETF made up 6.97% of Marotta Asset Management's portfolio in Q2 2026, its #2 holding.
Marotta Asset Management first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and has held it in 12 quarters since.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.