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

Sheridan 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	–	Sell	-23,431	Closed	-$946K	–	32
2026 Q1	$946K	Sell	23,431 -20,517	-47%	-$861K	0.5%	25
2025 Q4	$1.69M	Buy	43,948 +2,951	+7%	+$112K	0.85%	23
2025 Q3	$1.49M	Buy	+40,997	New	+$1.43M	0.79%	24
2025 Q2	–	Sell	-39,380	Closed	-$1.16M	–	31
2025 Q1	$1.16M	Buy	39,380 +1,889	+5%	+$56.7K	0.85%	19
2024 Q4	$1.11M	Buy	37,491 +865	+2%	+$27.3K	0.78%	20
2024 Q3	$1.2M	Buy	36,626 +1,695	+5%	+$54.8K	0.85%	19
2024 Q2	$1.12M	Buy	34,931 +892	+3%	+$27.7K	0.83%	18
2024 Q1	$1.06M	Buy	34,039 +11,686	+52%	+$352K	0.8%	18
2023 Q4	$677K	Buy	+22,353	New	+$630K	0.55%	19

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

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

Sheridan Capital Management sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2026, closing a stake of 23,431 shares — an estimated $946K sold.

Sheridan Capital Management first reported a position in XCEM in Q4 2023 and held it in 9 quarters. The position peaked at $1.69M in Q4 2025. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Sheridan Capital Management reported no remaining Columbia EM Core ex-China ETF position as of Q2 2026 after selling out during the quarter.
Sheridan Capital Management sold 23,431 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $946K.
Sheridan Capital Management first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and held it in 9 quarters.
Sheridan Capital Management's Columbia EM Core ex-China ETF position peaked at $1.69M in Q4 2025.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Sheridan Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.