McKinley Carter Wealth Services’s Columbia EM Core ex-China ETF XCEM Stock Holding History

McKinley Carter Wealth Services’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	$7.95M	Sell	194,705 -22,928	-11%	-$962K	0.46%	57
2025 Q4	$8.35M	Sell	217,633 -12,810	-6%	-$485K	0.47%	54
2025 Q3	$8.37M	Sell	230,443 -2,915	-1%	-$102K	0.44%	54
2025 Q2	$7.98M	Buy	233,358 +123,574	+113%	+$3.86M	0.44%	53
2025 Q1	$3.24M	Sell	109,784 -41,413	-27%	-$1.24M	0.2%	82
2024 Q4	$4.48M	Buy	151,197 +18,389	+14%	+$580K	0.27%	74
2024 Q3	$4.34M	Sell	132,808 -8,365	-6%	-$271K	0.26%	74
2024 Q2	$4.51M	Buy	141,173 +1,936	+1%	+$60.1K	0.29%	73
2024 Q1	$4.33M	Buy	139,237 +1,646	+1%	+$49.6K	0.29%	73
2023 Q4	$4.16M	Buy	137,591 +32,815	+31%	+$924K	0.3%	71
2023 Q3	$2.87M	Buy	104,776 +395	+0.4%	+$11.3K	0.23%	82
2023 Q2	$2.99M	Buy	104,381 +646	+0.6%	+$17.9K	0.22%	81
2023 Q1	$2.81M	Buy	103,735 +3,091	+3%	+$82.9K	0.22%	81
2022 Q4	$2.57M	Buy	+100,644	New	+$2.56M	0.22%	85

Other funds holding XCEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 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

Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

McKinley Carter Wealth Services's XCEM Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Columbia EM Core ex-China ETF (XCEM) stake by 11% in Q1 2026, selling an estimated $962K and leaving 194,705 shares worth $7.95M. The position accounts for 0.46% of the portfolio, ranked #57.

McKinley Carter Wealth Services first reported a position in XCEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.37M in Q3 2025. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

McKinley Carter Wealth Services held 194,705 shares of Columbia EM Core ex-China ETF worth $7.95M as of Q1 2026.
McKinley Carter Wealth Services sold 22,928 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $962K.
Columbia EM Core ex-China ETF made up 0.46% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #57 holding.
McKinley Carter Wealth Services first reported a position in Columbia EM Core ex-China ETF in Q4 2022 and has held it in 14 quarters since.
McKinley Carter Wealth Services's Columbia EM Core ex-China ETF position peaked at $8.37M in Q3 2025.
190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.