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 Q2	$68.7K	Sell	1,300 -47	-3%	-$2.3K	0.02%	407
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Medallion Wealth Advisors's XCEM Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Columbia EM Core ex-China ETF (XCEM) stake by 3.5% in Q2 2026, selling an estimated $2.3K and leaving 1,300 shares worth $68.7K. The position accounts for 0.02% of the portfolio, ranked #407.

Medallion Wealth Advisors first reported a position in XCEM in Q4 2024 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Medallion Wealth Advisors held 1,300 shares of Columbia EM Core ex-China ETF worth $68.7K as of Q2 2026.
Medallion Wealth Advisors sold 47 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $2.3K.
Columbia EM Core ex-China ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #407 holding.
Medallion Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.