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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 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

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Retirement Planning Group (New York)'s XCEM Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Columbia EM Core ex-China ETF (XCEM) stake by 13% in Q1 2026, buying an estimated $65.8K and bringing the position to 13,941 shares worth $569K. The position accounts for 0.37% of the portfolio, ranked #48.

Retirement Planning Group (New York) first reported a position in XCEM in Q4 2024 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

Retirement Planning Group (New York) held 13,941 shares of Columbia EM Core ex-China ETF worth $569K as of Q1 2026.
Retirement Planning Group (New York) bought 1,569 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $65.8K.
Columbia EM Core ex-China ETF made up 0.37% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #48 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 6 quarters since.
190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.