RWP
XCEM icon

Ridgeline Wealth Planning’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Ridgeline Wealth Planning’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 		$327K Sell
6,191
-450
-7% -$22K 0.21% 39
2026
Q1 		$271K Buy
6,641
+134
+2% +$5.62K 0.2% 44
2025
Q4 		$250K Sell
6,507
-94
-1% -$3.56K 0.18% 44
2025
Q3 		$240K Buy
+6,601
New +$231K 0.18% 40
2025
Q1 		– Sell
-8,041
Closed -$238K – 39
2024
Q4 		$238K Buy
+8,041
New +$254K 0.23% 35

Other funds holding XCEM

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Ridgeline Wealth Planning's XCEM Position: Q2 2026 in Review

Ridgeline Wealth Planning reduced its Columbia EM Core ex-China ETF (XCEM) stake by 6.8% in Q2 2026, selling an estimated $22K and leaving 6,191 shares worth $327K. The position accounts for 0.21% of the portfolio, ranked #39.

Ridgeline Wealth Planning first reported a position in XCEM in Q4 2024 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • Ridgeline Wealth Planning held 6,191 shares of Columbia EM Core ex-China ETF worth $327K as of Q2 2026.
  • Ridgeline Wealth Planning sold 450 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $22K.
  • Columbia EM Core ex-China ETF made up 0.21% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #39 holding.
  • Ridgeline Wealth Planning first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and has held it in 5 quarters since.
  • 91 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.