MFA
XCEM icon

McClarren Financial Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

McClarren Financial Advisors’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
2025
Q2 		– Sell
-1,413
Closed -$41K – 307
2025
Q1 		$41K Hold
1,413
– – 0.03% 151
2024
Q4 		$41K Buy
1,413
+37
+3% +$1.17K 0.12% 93
2024
Q3 		$44 Buy
1,376
+1,345
+4,339% +$43.5K 0.01% 124
2024
Q2 		$43K Sell
31
-1,346
-98% -$41.8K 0.03% 156
2024
Q1 		$43K Buy
1,377
+1
+0.1% +$30 0.03% 155
2023
Q4 		$42K Buy
1,376
+17
+1% +$479 0.03% 171
2023
Q3 		$37K Hold
1,359
– – 0.03% 167
2023
Q2 		$38K Hold
1,359
– – 0.03% 170
2023
Q1 		$36K Hold
1,359
– – 0.03% 166
2022
Q4 		$34K Buy
1,359
+31
+2% +$789 0.03% 174
2022
Q3 		$31K Buy
+1,328
New +$34.2K 0.03% 168
2022
Q2 		– Sell
-1,328
Closed -$40K – 295
2022
Q1 		$40K Hold
1,328
– – 0.03% 141
2021
Q4 		$43K Hold
1,328
– – 0.03% 152
2021
Q3 		$42K Hold
1,328
– – 0.03% 127
2021
Q2 		$44K Hold
1,328
– – 0.04% 129
2021
Q1 		$42K Hold
1,328
– – 0.04% 119
2020
Q4 		$39K Buy
+1,328
New +$36K 0.04% 113

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

McClarren Financial Advisors's XCEM Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2025, closing a stake of 1,413 shares — an estimated $41K sold.

McClarren Financial Advisors first reported a position in XCEM in Q4 2020 and held it in 17 quarters. The position peaked at $44K in Q2 2021. 166 funds tracked by Wall St. Rank hold XCEM as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Columbia EM Core ex-China ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,413 Columbia EM Core ex-China ETF shares in Q2 2025, an estimated $41K.
  • McClarren Financial Advisors first reported a position in Columbia EM Core ex-China ETF in Q4 2020 and held it in 17 quarters.
  • McClarren Financial Advisors's Columbia EM Core ex-China ETF position peaked at $44K in Q2 2021.
  • 166 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.