OAP
XCEM icon

One Advisory Partners’s Columbia EM Core ex-China ETF XCEM Stock Holding History

One Advisory Partners’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 		$264K Sell
6,467
-1,015
-14% -$42.6K 0.08% 61
2025
Q4 		$287K Sell
7,482
-1,024
-12% -$38.8K 0.09% 61
2025
Q3 		$315K Sell
8,506
-2,336
-22% -$81.6K 0.1% 54
2025
Q2 		$378K Sell
10,842
-132,300
-92% -$4.13M 0.13% 47
2025
Q1 		$4.23M Sell
143,142
-44,110
-24% -$1.32M 1.81% 18
2024
Q4 		$5.54M Buy
187,252
+8,479
+5% +$268K 2.46% 12
2024
Q3 		$5.84M Buy
178,773
+19,637
+12% +$635K 2.56% 12
2024
Q2 		$5.08M Buy
159,136
+6,115
+4% +$190K 2.34% 11
2024
Q1 		$4.76M Buy
153,021
+50,726
+50% +$1.53M 2.34% 12
2023
Q4 		$3.1M Buy
+102,295
New +$2.88M 1.63% 17

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