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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
Q2 		$10.4M Buy
197,491
+2,786
+1% +$136K 0.54% 45
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
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

McKinley Carter Wealth Services's XCEM Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Columbia EM Core ex-China ETF (XCEM) stake by 1.4% in Q2 2026, buying an estimated $136K and bringing the position to 197,491 shares worth $10.4M. The position accounts for 0.54% of the portfolio, ranked #45.

McKinley Carter Wealth Services first reported a position in XCEM in Q4 2022 and has held it in 15 quarters since. 205 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • McKinley Carter Wealth Services held 197,491 shares of Columbia EM Core ex-China ETF worth $10.4M as of Q2 2026.
  • McKinley Carter Wealth Services bought 2,786 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $136K.
  • Columbia EM Core ex-China ETF made up 0.54% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #45 holding.
  • McKinley Carter Wealth Services first reported a position in Columbia EM Core ex-China ETF in Q4 2022 and has held it in 15 quarters since.
  • 205 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.