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Principal Securities’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Principal Securities’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 		$249K Sell
6,102
-381
-6% -$16K ﹤0.01% 1292
2025
Q4 		$249K Hold
6,483
– – ﹤0.01% 1220
2025
Q3 		$236K Sell
6,483
-2,232
-26% -$78K ﹤0.01% 1218
2025
Q2 		$298K Buy
8,715
+1,577
+22% +$49.2K 0.01% 1065
2025
Q1 		$211K Hold
7,138
– – ﹤0.01% 1113
2024
Q4 		$211K Buy
7,138
+2,276
+47% +$71.8K ﹤0.01% 1112
2024
Q3 		$159K Buy
4,862
+169
+4% +$5.47K ﹤0.01% 1196
2024
Q2 		$150K Hold
4,693
– – ﹤0.01% 1168
2024
Q1 		$146K Buy
4,693
+1,742
+59% +$52.5K ﹤0.01% 1134
2023
Q4 		$89.3K Buy
+2,951
New +$83.1K ﹤0.01% 1228

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
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
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return