Partners Capital Investment Group’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Partners Capital Investment 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	$13.1M	Hold	320,043	–	–	0.49%	31
2025 Q4	$12.3M	Sell	320,043 -86,283	-21%	-$3.27M	0.46%	31
2025 Q3	$14.8M	Hold	406,326	–	–	0.59%	30
2025 Q2	$13.9M	Sell	406,326 -153,311	-27%	-$4.79M	0.56%	30
2025 Q1	$16.5M	Buy	559,637 +406,325	+265%	+$12.2M	0.28%	46
2024 Q4	$4.54M	Sell	153,312 -392,992	-72%	-$12.4M	0.13%	73
2024 Q3	$17.8M	Hold	546,304	–	–	0.29%	42
2024 Q2	$17.4M	Buy	546,304 +395,550	+262%	+$12.3M	0.29%	42
2024 Q1	$4.69M	Sell	150,754 -363,191	-71%	-$10.9M	0.13%	86
2023 Q4	$15.6M	Buy	+513,945	New	+$14.5M	0.34%	45

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

Partners Capital Investment Group's XCEM Position: Q1 2026 in Review

Partners Capital Investment Group held its Columbia EM Core ex-China ETF (XCEM) position steady in Q1 2026 at 320,043 shares worth $13.1M. The position accounts for 0.49% of the portfolio, ranked #31.

Partners Capital Investment Group first reported a position in XCEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.8M in Q3 2024. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

Partners Capital Investment Group held 320,043 shares of Columbia EM Core ex-China ETF worth $13.1M as of Q1 2026.
Partners Capital Investment Group left its Columbia EM Core ex-China ETF share count unchanged in Q1 2026.
Columbia EM Core ex-China ETF made up 0.49% of Partners Capital Investment Group's portfolio in Q1 2026, its #31 holding.
Partners Capital Investment Group first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 10 quarters since.
Partners Capital Investment Group's Columbia EM Core ex-China ETF position peaked at $17.8M in Q3 2024.
190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.