Retirement Planning Group (New York)’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Retirement Planning Group (New York)’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	$800K	Buy	15,134 +1,193	+9%	+$58.3K	0.44%	43
2026 Q1	$569K	Buy	13,941 +1,569	+13%	+$65.8K	0.37%	48
2025 Q4	$475K	Sell	12,372 -586	-5%	-$22.2K	0.32%	50
2025 Q3	$471K	Buy	12,958 +65	+0.5%	+$2.27K	0.35%	50
2025 Q2	$441K	Buy	12,893 +270	+2%	+$8.43K	0.39%	49
2025 Q1	$373K	Buy	12,623 +833	+7%	+$25K	0.38%	49
2024 Q4	$349K	Buy	+11,790	New	+$372K	0.38%	45

Other funds holding XCEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Retirement Planning Group (New York)'s XCEM Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Columbia EM Core ex-China ETF (XCEM) stake by 8.6% in Q2 2026, buying an estimated $58.3K and bringing the position to 15,134 shares worth $800K. The position accounts for 0.44% of the portfolio, ranked #43.

Retirement Planning Group (New York) first reported a position in XCEM in Q4 2024 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Retirement Planning Group (New York) held 15,134 shares of Columbia EM Core ex-China ETF worth $800K as of Q2 2026.
Retirement Planning Group (New York) bought 1,193 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $58.3K.
Columbia EM Core ex-China ETF made up 0.44% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #43 holding.
Retirement Planning Group (New York) first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.