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Planning Alternatives’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Planning Alternatives’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 		$20.7M Buy
391,645
+6,612
+2% +$323K 2.22% 7
2026
Q1 		$15.7M Buy
385,033
+60,636
+19% +$2.54M 2.03% 10
2025
Q4 		$12.4M Sell
324,397
-5,059
-2% -$191K 1.57% 10
2025
Q3 		$12M Buy
329,456
+5,062
+2% +$177K 1.54% 10
2025
Q2 		$11.1M Sell
324,394
-1,775
-0.5% -$55.4K 1.54% 9
2025
Q1 		$9.63M Buy
326,169
+39,496
+14% +$1.19M 1.48% 12
2024
Q4 		$8.49M Buy
286,673
+12,577
+5% +$397K 1.3% 13
2024
Q3 		$8.95M Buy
274,096
+2,644
+1% +$85.5K 1.36% 12
2024
Q2 		$8.66M Buy
271,452
+4,394
+2% +$136K 1.4% 12
2024
Q1 		$8.31M Buy
267,058
+314
+0.1% +$9.46K 1.36% 13
2023
Q4 		$8.07M Buy
266,744
+4,593
+2% +$129K 1.41% 12
2023
Q3 		$7.19M Sell
262,151
-650
-0.2% -$18.5K 1.39% 13
2023
Q2 		$7.52M Buy
262,801
+7,682
+3% +$213K 1.38% 12
2023
Q1 		$6.9M Buy
255,119
+72,604
+40% +$1.95M 1.34% 13
2022
Q4 		$4.66M Buy
+182,515
New +$4.65M 0.85% 15

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
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

Planning Alternatives's XCEM Position: Q2 2026 in Review

Planning Alternatives increased its Columbia EM Core ex-China ETF (XCEM) stake by 1.7% in Q2 2026, buying an estimated $323K and bringing the position to 391,645 shares worth $20.7M. The position accounts for 2.22% of the portfolio, ranked #7.

Planning Alternatives first reported a position in XCEM in Q4 2022 and has held it in 15 quarters since. 205 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • Planning Alternatives held 391,645 shares of Columbia EM Core ex-China ETF worth $20.7M as of Q2 2026.
  • Planning Alternatives bought 6,612 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $323K.
  • Columbia EM Core ex-China ETF made up 2.22% of Planning Alternatives's portfolio in Q2 2026, its #7 holding.
  • Planning Alternatives first reported a position in Columbia EM Core ex-China ETF in Q4 2022 and has held it in 15 quarters since.
  • 205 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.