McCarley & Cook Financial Planners’s Columbia EM Core ex-China ETF XCEM Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$3.01M	Buy	58,521 +926	+2%	+$46.5K	2.28%	9
2026 Q2	$3.05M	Sell	57,595 -1,147	-2%	-$56.1K	2.36%	9
2026 Q1	$2.4M	Buy	58,742 +5,744	+11%	+$241K	2.07%	9
2025 Q4	$2.03M	Buy	+52,998	New	+$2.01M	1.84%	10

Other funds holding XCEM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

McCarley & Cook Financial Planners's XCEM Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Columbia EM Core ex-China ETF (XCEM) stake by 1.6% in Q3 2026, buying an estimated $46.5K and bringing the position to 58,521 shares worth $3.01M. The position accounts for 2.28% of the portfolio, ranked #9.

McCarley & Cook Financial Planners first reported a position in XCEM in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.05M in Q2 2026. 46 funds tracked by Wall St. Rank hold XCEM as of Q3 2026.

McCarley & Cook Financial Planners held 58,521 shares of Columbia EM Core ex-China ETF worth $3.01M as of Q3 2026.
McCarley & Cook Financial Planners bought 926 Columbia EM Core ex-China ETF shares in Q3 2026, an estimated $46.5K.
Columbia EM Core ex-China ETF made up 2.28% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #9 holding.
McCarley & Cook Financial Planners first reported a position in Columbia EM Core ex-China ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Columbia EM Core ex-China ETF position peaked at $3.05M in Q2 2026.
46 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.