MFG
XCEM icon

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
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

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 $376B 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 $375M AUM 15.89% 1-Year Est. Return