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Root Financial Partners’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Root Financial Partners’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 		– Sell
-344
Closed -$14K – 3215
2026
Q1 		$14K Buy
+344
New +$14.4K ﹤0.01% 1524

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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Root Financial Partners's XCEM Position: Q2 2026 in Review

Root Financial Partners sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2026, closing a stake of 344 shares — an estimated $14K sold.

Root Financial Partners first reported a position in XCEM in Q1 2026 and held it in 1 quarter. The position peaked at $14K in Q1 2026. 85 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • Root Financial Partners reported no remaining Columbia EM Core ex-China ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 344 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $14K.
  • Root Financial Partners first reported a position in Columbia EM Core ex-China ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Columbia EM Core ex-China ETF position peaked at $14K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.