Petra Financial Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Petra Financial Advisors’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	$946K	Buy	17,894 +9,648	+117%	+$472K	0.44%	58
2026 Q1	$337K	Buy	+8,246	New	+$346K	0.21%	92
2025 Q1	–	Sell	-164,278	Closed	-$4.86M	–	149
2024 Q4	$4.86M	Sell	164,278 -5,535	-3%	-$175K	3.31%	6
2024 Q3	$5.55M	Buy	169,813 +2,946	+2%	+$95.3K	3.66%	5
2024 Q2	$5.33M	Buy	166,867 +6,152	+4%	+$191K	3.83%	4
2024 Q1	$5M	Buy	160,715 +1,602	+1%	+$48.3K	3.67%	5
2023 Q4	$4.82M	Sell	159,113 -988	-0.6%	-$27.8K	4.02%	3
2023 Q3	$4.39M	Buy	160,101 +4,201	+3%	+$120K	3.66%	3
2023 Q2	$4.46M	Buy	155,900 +4,909	+3%	+$136K	3.98%	3
2023 Q1	$4.08M	Sell	150,991 -135	-0.1%	-$3.62K	4.04%	6
2022 Q4	$3.86M	Buy	+151,126	New	+$3.85M	4.25%	3

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

Petra Financial Advisors's XCEM Position: Q2 2026 in Review

Petra Financial Advisors increased its Columbia EM Core ex-China ETF (XCEM) stake by 117% in Q2 2026, buying an estimated $472K and bringing the position to 17,894 shares worth $946K. The position accounts for 0.44% of the portfolio, ranked #58.

Petra Financial Advisors first reported a position in XCEM in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.55M in Q3 2024. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Petra Financial Advisors held 17,894 shares of Columbia EM Core ex-China ETF worth $946K as of Q2 2026.
Petra Financial Advisors bought 9,648 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $472K.
Columbia EM Core ex-China ETF made up 0.44% of Petra Financial Advisors's portfolio in Q2 2026, its #58 holding.
Petra Financial Advisors first reported a position in Columbia EM Core ex-China ETF in Q4 2022 and has held it in 11 quarters since.
Petra Financial Advisors's Columbia EM Core ex-China ETF position peaked at $5.55M in Q3 2024.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.