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

Prism 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 Q3	$16.7M	Sell	327,714 -71,285	-18%	-$3.58M	4.2%	8
2026 Q2	$21.1M	Sell	398,999 -81,369	-17%	-$3.98M	5.13%	2
2026 Q1	$19.6M	Sell	480,368 -22,955	-5%	-$963K	5.23%	3
2025 Q4	$19.3M	Sell	503,323 -25,172	-5%	-$953K	5.15%	6
2025 Q3	$19.2M	Sell	528,495 -24,593	-4%	-$859K	5.19%	4
2025 Q2	$18.9M	Sell	553,088 -240,551	-30%	-$7.51M	5.38%	3
2025 Q1	$23.4M	Buy	793,639 +17,632	+2%	+$529K	7.21%	2
2024 Q4	$23M	Buy	776,007 +14,375	+2%	+$454K	6.88%	2
2024 Q3	$24.9M	Sell	761,632 -3,775	-0.5%	-$122K	7.12%	2
2024 Q2	$24.4M	Buy	765,407 +14,221	+2%	+$441K	7.41%	3
2024 Q1	$23.4M	Buy	751,186 +72,344	+11%	+$2.18M	7.01%	5
2023 Q4	$20.5M	Sell	678,842 -7,680	-1%	-$216K	6.62%	5
2023 Q3	$18.8M	Buy	+686,522	New	+$19.6M	6.59%	5

Other funds holding XCEM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

Prism Advisors's XCEM Position: Q3 2026 in Review

Prism Advisors reduced its Columbia EM Core ex-China ETF (XCEM) stake by 18% in Q3 2026, selling an estimated $3.58M and leaving 327,714 shares worth $16.7M. The position accounts for 4.2% of the portfolio, ranked #8.

Prism Advisors first reported a position in XCEM in Q3 2023 and has held it in 13 quarters since. The position peaked at $24.9M in Q3 2024. 33 funds tracked by Wall St. Rank hold XCEM as of Q3 2026.

Prism Advisors held 327,714 shares of Columbia EM Core ex-China ETF worth $16.7M as of Q3 2026.
Prism Advisors sold 71,285 Columbia EM Core ex-China ETF shares in Q3 2026, an estimated $3.58M.
Columbia EM Core ex-China ETF made up 4.2% of Prism Advisors's portfolio in Q3 2026, its #8 holding.
Prism Advisors first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and has held it in 13 quarters since.
Prism Advisors's Columbia EM Core ex-China ETF position peaked at $24.9M in Q3 2024.
33 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.