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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 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

Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

Oxford Financial Group's XCEM Position: Q1 2026 in Review

Oxford Financial Group held its Columbia EM Core ex-China ETF (XCEM) position steady in Q1 2026 at 17,175 shares worth $701K. The position accounts for 0.04% of the portfolio, ranked #128.

Oxford Financial Group first reported a position in XCEM in Q2 2023 and has held it in 12 quarters since. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

Oxford Financial Group held 17,175 shares of Columbia EM Core ex-China ETF worth $701K as of Q1 2026.
Oxford Financial Group left its Columbia EM Core ex-China ETF share count unchanged in Q1 2026.
Columbia EM Core ex-China ETF made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #128 holding.
Oxford Financial Group first reported a position in Columbia EM Core ex-China ETF in Q2 2023 and has held it in 12 quarters since.
190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.