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Principia Wealth Advisory’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Principia Wealth Advisory’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 		– Sell
-1
Closed -$38 – 1087
2025
Q4 		$38 Buy
+1
New +$38 ﹤0.01% 1014
2025
Q3 		– Sell
-84
Closed -$2.87K – 1014
2025
Q2 		$2.87K Hold
84
– – ﹤0.01% 316
2025
Q1 		$2.4K Sell
84
-92
-52% -$2.76K ﹤0.01% 264
2024
Q4 		$5.21K Buy
+176
New +$5.55K ﹤0.01% 146

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $369B AUM 28.27% 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 $412M AUM 20.58% 1-Year Est. Return

Principia Wealth Advisory's XCEM Position: Q1 2026 in Review

Principia Wealth Advisory sold out of Columbia EM Core ex-China ETF (XCEM) in Q1 2026, closing a stake of 1 share — an estimated $38 sold.

Principia Wealth Advisory first reported a position in XCEM in Q4 2024 and held it in 4 quarters. The position peaked at $5.21K in Q4 2024. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

  • Principia Wealth Advisory reported no remaining Columbia EM Core ex-China ETF position as of Q1 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 1 Columbia EM Core ex-China ETF share in Q1 2026, an estimated $38.
  • Principia Wealth Advisory first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and held it in 4 quarters.
  • Principia Wealth Advisory's Columbia EM Core ex-China ETF position peaked at $5.21K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Principia Wealth Advisory's 13F filing for Q1 2026, filed 26 Aug 2026.