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

PlanVest Financial’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 		$608K Buy
11,504
+120
+1% +$5.87K 0.41% 46
2026
Q1 		$465K Buy
+11,384
New +$478K 0.35% 52

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 $1.37T AUM 24.88% 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

PlanVest Financial's XCEM Position: Q2 2026 in Review

PlanVest Financial increased its Columbia EM Core ex-China ETF (XCEM) stake by 1.1% in Q2 2026, buying an estimated $5.87K and bringing the position to 11,504 shares worth $608K. The position accounts for 0.41% of the portfolio, ranked #46.

PlanVest Financial first reported a position in XCEM in Q1 2026 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • PlanVest Financial held 11,504 shares of Columbia EM Core ex-China ETF worth $608K as of Q2 2026.
  • PlanVest Financial bought 120 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $5.87K.
  • Columbia EM Core ex-China ETF made up 0.41% of PlanVest Financial's portfolio in Q2 2026, its #46 holding.
  • PlanVest Financial first reported a position in Columbia EM Core ex-China ETF in Q1 2026 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.