Savvy Advisors Inc’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Savvy Advisors Inc’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	$13.8M	Sell	339,118 -52,237	-13%	-$2.19M	0.37%	57
2025 Q4	$15M	Buy	391,355 +97,456	+33%	+$3.69M	0.48%	42
2025 Q3	$10.7M	Buy	293,899 +57,202	+24%	+$2M	0.49%	45
2025 Q2	$8.09M	Sell	236,697 -4,919	-2%	-$154K	0.54%	38
2025 Q1	$7.14M	Buy	241,616 +116,620	+93%	+$3.5M	0.72%	26
2024 Q4	$3.7M	Buy	124,996 +31,200	+33%	+$984K	0.44%	39
2024 Q3	$3.06M	Buy	93,796 +67,398	+255%	+$2.18M	0.62%	30
2024 Q2	$843K	Buy	26,398 +11,571	+78%	+$359K	0.27%	86
2024 Q1	$461K	Buy	+14,827	New	+$447K	0.27%	102

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 $375M AUM 15.89% 1-Year Est. Return

Savvy Advisors Inc's XCEM Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Columbia EM Core ex-China ETF (XCEM) stake by 13% in Q1 2026, selling an estimated $2.19M and leaving 339,118 shares worth $13.8M. The position accounts for 0.37% of the portfolio, ranked #57.

Savvy Advisors Inc first reported a position in XCEM in Q1 2024 and has held it in 9 quarters since. The position peaked at $15M in Q4 2025. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

Savvy Advisors Inc held 339,118 shares of Columbia EM Core ex-China ETF worth $13.8M as of Q1 2026.
Savvy Advisors Inc sold 52,237 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $2.19M.
Columbia EM Core ex-China ETF made up 0.37% of Savvy Advisors Inc's portfolio in Q1 2026, its #57 holding.
Savvy Advisors Inc first reported a position in Columbia EM Core ex-China ETF in Q1 2024 and has held it in 9 quarters since.
Savvy Advisors Inc's Columbia EM Core ex-China ETF position peaked at $15M in Q4 2025.
190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.