Merit Financial Group’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Merit Financial Group’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	$1.3M	Sell	24,523 -91	-0.4%	-$4.45K	0.01%	948
2026 Q1	$1M	Sell	24,614 -2,913	-11%	-$122K	0.01%	979
2025 Q4	$1.06M	Sell	27,527 -3,285	-11%	-$124K	0.01%	929
2025 Q3	$1.12M	Sell	30,812 -5,882	-16%	-$205K	0.01%	811
2025 Q2	$1.25M	Sell	36,694 -6,581	-15%	-$206K	0.01%	687
2025 Q1	$1.28M	Sell	43,275 -72,852	-63%	-$2.19M	0.02%	567
2024 Q4	$3.44M	Buy	116,127 +8,426	+8%	+$266K	0.06%	248
2024 Q3	$3.52M	Sell	107,701 -12,399	-10%	-$401K	0.08%	199
2024 Q2	$3.83M	Buy	120,100 +4,467	+4%	+$139K	0.08%	180
2024 Q1	$3.6M	Buy	+115,633	New	+$3.48M	0.09%	181

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

Merit Financial Group's XCEM Position: Q2 2026 in Review

Merit Financial Group reduced its Columbia EM Core ex-China ETF (XCEM) stake by 0.37% in Q2 2026, selling an estimated $4.45K and leaving 24,523 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #948.

Merit Financial Group first reported a position in XCEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.83M in Q2 2024. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Merit Financial Group held 24,523 shares of Columbia EM Core ex-China ETF worth $1.3M as of Q2 2026.
Merit Financial Group sold 91 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $4.45K.
Columbia EM Core ex-China ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #948 holding.
Merit Financial Group first reported a position in Columbia EM Core ex-China ETF in Q1 2024 and has held it in 10 quarters since.
Merit Financial Group's Columbia EM Core ex-China ETF position peaked at $3.83M in Q2 2024.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.