Rockefeller Capital Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Rockefeller Capital Management’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	$3.05M	Sell	57,691 -6,894	-11%	-$337K	﹤0.01%	1190
2026 Q1	$2.64M	Sell	64,585 -7,840	-11%	-$329K	﹤0.01%	1181
2025 Q4	$2.78M	Sell	72,425 -12,591	-15%	-$477K	0.01%	1108
2025 Q3	$3.09M	Buy	85,016 +18,698	+28%	+$653K	0.01%	992
2025 Q2	$2.27M	Buy	66,318 +12,095	+22%	+$378K	0.01%	1072
2025 Q1	$1.6M	Buy	54,223 +7,148	+15%	+$215K	﹤0.01%	1110
2024 Q4	$1.39M	Buy	47,075 +2,243	+5%	+$70.8K	﹤0.01%	1148
2024 Q3	$1.46M	Buy	44,832 +33,296	+289%	+$1.08M	﹤0.01%	1109
2024 Q2	$368K	Buy	+11,536	New	+$358K	﹤0.01%	1511

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

Rockefeller Capital Management's XCEM Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Columbia EM Core ex-China ETF (XCEM) stake by 11% in Q2 2026, selling an estimated $337K and leaving 57,691 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Rockefeller Capital Management first reported a position in XCEM in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.09M in Q3 2025. 205 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Rockefeller Capital Management held 57,691 shares of Columbia EM Core ex-China ETF worth $3.05M as of Q2 2026.
Rockefeller Capital Management sold 6,894 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $337K.
Columbia EM Core ex-China ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1190 holding.
Rockefeller Capital Management first reported a position in Columbia EM Core ex-China ETF in Q2 2024 and has held it in 9 quarters since.
Rockefeller Capital Management's Columbia EM Core ex-China ETF position peaked at $3.09M in Q3 2025.
205 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.