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McAdam LLC’s Columbia EM Core ex-China ETF XCEM Stock Holding History

McAdam LLC’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
Q1 		$349K Sell
8,543
-23
-0.3% -$965 0.02% 314
2025
Q4 		$329K Sell
8,566
-20
-0.2% -$757 0.02% 315
2025
Q3 		$312K Sell
8,586
-2
-0% -$70 0.02% 297
2025
Q2 		$294K Sell
8,588
-3,835
-31% -$120K 0.02% 290
2025
Q1 		$367K Buy
12,423
+1,500
+14% +$45K 0.02% 229
2024
Q4 		$323K Buy
+10,923
New +$345K 0.02% 266

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

McAdam LLC's XCEM Position: Q1 2026 in Review

McAdam LLC reduced its Columbia EM Core ex-China ETF (XCEM) stake by 0.27% in Q1 2026, selling an estimated $965 and leaving 8,543 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #314.

McAdam LLC first reported a position in XCEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $367K in Q1 2025. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

  • McAdam LLC held 8,543 shares of Columbia EM Core ex-China ETF worth $349K as of Q1 2026.
  • McAdam LLC sold 23 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $965.
  • Columbia EM Core ex-China ETF made up 0.02% of McAdam LLC's portfolio in Q1 2026, its #314 holding.
  • McAdam LLC first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and has held it in 6 quarters since.
  • McAdam LLC's Columbia EM Core ex-China ETF position peaked at $367K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.