Mason & Associates (California)’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Mason & Associates (California)’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	$4.74M	Sell	89,549 -2,260	-2%	-$110K	0.76%	31
2026 Q1	$3.6M	Buy	91,809 +3,016	+3%	+$127K	0.7%	30
2025 Q4	$3.41M	Sell	88,793 -5,027	-5%	-$190K	0.64%	31
2025 Q3	$3.41M	Buy	93,820 +3,306	+4%	+$115K	0.69%	29
2025 Q2	$3.09M	Buy	90,514 +2,528	+3%	+$78.9K	0.71%	28
2025 Q1	$2.6M	Sell	87,986 -7,451	-8%	-$224K	0.65%	27
2024 Q4	$2.82M	Sell	95,437 -63,335	-40%	-$2M	0.66%	26
2024 Q3	$5.19M	Sell	158,772 -41,977	-21%	-$1.36M	1.29%	17
2024 Q2	$6.41M	Buy	200,749 +4,406	+2%	+$137K	1.7%	16
2024 Q1	$6.11M	Buy	196,343 +119,674	+156%	+$3.61M	1.63%	14
2023 Q4	$2.32M	Buy	76,669 +3,271	+4%	+$92.1K	0.68%	17
2023 Q3	$2.01M	Sell	73,398 -1,320	-2%	-$37.6K	0.64%	20
2023 Q2	$2.14M	Buy	74,718 +7,600	+11%	+$211K	0.63%	17
2023 Q1	$1.82M	Buy	+67,118	New	+$1.8M	0.56%	17

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

Mason & Associates (California)'s XCEM Position: Q2 2026 in Review

Mason & Associates (California) reduced its Columbia EM Core ex-China ETF (XCEM) stake by 2.5% in Q2 2026, selling an estimated $110K and leaving 89,549 shares worth $4.74M. The position accounts for 0.76% of the portfolio, ranked #31.

Mason & Associates (California) first reported a position in XCEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.41M in Q2 2024. 205 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Mason & Associates (California) held 89,549 shares of Columbia EM Core ex-China ETF worth $4.74M as of Q2 2026.
Mason & Associates (California) sold 2,260 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $110K.
Columbia EM Core ex-China ETF made up 0.76% of Mason & Associates (California)'s portfolio in Q2 2026, its #31 holding.
Mason & Associates (California) first reported a position in Columbia EM Core ex-China ETF in Q1 2023 and has held it in 14 quarters since.
Mason & Associates (California)'s Columbia EM Core ex-China ETF position peaked at $6.41M in Q2 2024.
205 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.