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Medallion Wealth Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Medallion Wealth 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
2026
Q1 		$55K Hold
1,347
– – 0.02% 458
2025
Q4 		$51.7K Sell
1,347
-289
-18% -$10.9K 0.02% 471
2025
Q3 		$59.4K Buy
1,636
+581
+55% +$20.3K 0.02% 442
2025
Q2 		$36.1K Hold
1,055
– – 0.01% 516
2025
Q1 		$31.4K Hold
1,055
– – 0.01% 505
2024
Q4 		$31.2K Buy
+1,055
New +$33.3K 0.02% 485

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 $412M AUM 20.58% 1-Year Est. Return

Medallion Wealth Advisors's XCEM Position: Q1 2026 in Review

Medallion Wealth Advisors held its Columbia EM Core ex-China ETF (XCEM) position steady in Q1 2026 at 1,347 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #458.

Medallion Wealth Advisors first reported a position in XCEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $59.4K in Q3 2025. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

  • Medallion Wealth Advisors held 1,347 shares of Columbia EM Core ex-China ETF worth $55K as of Q1 2026.
  • Medallion Wealth Advisors left its Columbia EM Core ex-China ETF share count unchanged in Q1 2026.
  • Columbia EM Core ex-China ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #458 holding.
  • Medallion Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Columbia EM Core ex-China ETF position peaked at $59.4K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.