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New England Capital Financial Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

New England Capital Financial 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 		$6.14M Buy
116,106
+1,742
+2% +$85.1K 1.47% 14
2026
Q1 		$4.67M Buy
114,364
+4,721
+4% +$198K 1.28% 15
2025
Q4 		$4.21M Buy
109,643
+3,989
+4% +$151K 1.64% 15
2025
Q3 		$3.84M Buy
105,654
+464
+0.4% +$16.2K 1.63% 13
2025
Q2 		$3.6M Buy
105,190
+711
+0.7% +$22.2K 1.65% 13
2025
Q1 		$3.09M Buy
104,479
+8,954
+9% +$269K 1.57% 15
2024
Q4 		$2.83M Buy
95,525
+6,212
+7% +$196K 1.38% 16
2024
Q3 		$2.92M Buy
89,313
+6,385
+8% +$207K 1.51% 15
2024
Q2 		$2.65M Sell
82,928
-396
-0.5% -$12.3K 1.48% 15
2024
Q1 		$2.59M Buy
+83,324
New +$2.51M 1.46% 15

Other funds holding XCEM

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

New England Capital Financial Advisors's XCEM Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Columbia EM Core ex-China ETF (XCEM) stake by 1.5% in Q2 2026, buying an estimated $85.1K and bringing the position to 116,106 shares worth $6.14M. The position accounts for 1.47% of the portfolio, ranked #14.

New England Capital Financial Advisors first reported a position in XCEM in Q1 2024 and has held it in 10 quarters since. 80 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • New England Capital Financial Advisors held 116,106 shares of Columbia EM Core ex-China ETF worth $6.14M as of Q2 2026.
  • New England Capital Financial Advisors bought 1,742 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $85.1K.
  • Columbia EM Core ex-China ETF made up 1.47% of New England Capital Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • New England Capital Financial Advisors first reported a position in Columbia EM Core ex-China ETF in Q1 2024 and has held it in 10 quarters since.
  • 80 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.