Oxford Financial Group’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Oxford 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 Q2	$908K	Hold	17,175	–	–	0.05%	114
2026 Q1	$701K	Hold	17,175	–	–	0.04%	128
2025 Q4	$659K	Hold	17,175	–	–	0.04%	124
2025 Q3	$624K	Hold	17,175	–	–	0.04%	124
2025 Q2	$587K	Hold	17,175	–	–	0.03%	120
2025 Q1	$507K	Hold	17,175	–	–	0.04%	129
2024 Q4	$508K	Hold	17,175	–	–	0.03%	144
2024 Q3	$561K	Hold	17,175	–	–	0.04%	131
2024 Q2	$548K	Hold	17,175	–	–	0.04%	141
2024 Q1	$534K	Hold	17,175	–	–	0.04%	128
2023 Q4	$520K	Hold	17,175	–	–	0.04%	136
2023 Q3	$471K	Hold	17,175	–	–	0.04%	134
2023 Q2	$491K	Buy	+17,175	New	+$476K	0.05%	140

Other funds holding XCEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Oxford Financial Group's XCEM Position: Q2 2026 in Review

Oxford Financial Group held its Columbia EM Core ex-China ETF (XCEM) position steady in Q2 2026 at 17,175 shares worth $908K. The position accounts for 0.05% of the portfolio, ranked #114.

Oxford Financial Group first reported a position in XCEM in Q2 2023 and has held it in 13 quarters since. 205 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Oxford Financial Group held 17,175 shares of Columbia EM Core ex-China ETF worth $908K as of Q2 2026.
Oxford Financial Group left its Columbia EM Core ex-China ETF share count unchanged in Q2 2026.
Columbia EM Core ex-China ETF made up 0.05% of Oxford Financial Group's portfolio in Q2 2026, its #114 holding.
Oxford Financial Group first reported a position in Columbia EM Core ex-China ETF in Q2 2023 and has held it in 13 quarters since.
205 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.