NWM
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Navigoe Wealth Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Navigoe Wealth Management’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 		$222K Hold
4,209
– – 0.12% 39
2026
Q1 		$171K Sell
4,209
-474
-10% -$19.9K 0.1% 42
2025
Q4 		$179K Hold
4,683
– – 0.11% 41
2025
Q3 		$170K Buy
+4,683
New +$164K 0.11% 44

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

Navigoe Wealth Management's XCEM Position: Q2 2026 in Review

Navigoe Wealth Management held its Columbia EM Core ex-China ETF (XCEM) position steady in Q2 2026 at 4,209 shares worth $222K. The position accounts for 0.12% of the portfolio, ranked #39.

Navigoe Wealth Management first reported a position in XCEM in Q3 2025 and has held it in 4 quarters since. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • Navigoe Wealth Management held 4,209 shares of Columbia EM Core ex-China ETF worth $222K as of Q2 2026.
  • Navigoe Wealth Management left its Columbia EM Core ex-China ETF share count unchanged in Q2 2026.
  • Columbia EM Core ex-China ETF made up 0.12% of Navigoe Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Navigoe Wealth Management first reported a position in Columbia EM Core ex-China ETF in Q3 2025 and has held it in 4 quarters since.
  • 204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.