Smithbridge Asset Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Smithbridge Asset 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 Q1	–	Sell	-9,145	Closed	-$351K	–	210
2025 Q4	$351K	Buy	9,145 +3,123	+52%	+$118K	0.03%	156
2025 Q3	$219K	Sell	6,022 -823	-12%	-$28.7K	0.03%	146
2025 Q2	$234K	Sell	6,845 -388	-5%	-$12.1K	0.04%	115
2025 Q1	$214K	Buy	+7,233	New	+$217K	0.04%	124
2024 Q3	$2.97M	Sell	90,807 -135	-0.1%	-$4.37K	0.51%	61
2024 Q2	$2.9M	Sell	90,942 -1,613	-2%	-$50K	0.6%	56
2024 Q1	$2.88M	Buy	92,555 +1,285	+1%	+$38.7K	0.59%	62
2023 Q4	$2.76M	Buy	91,270 +290	+0.3%	+$8.17K	0.63%	60
2023 Q3	$2.5M	Buy	+90,980	New	+$2.59M	0.62%	60

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

Smithbridge Asset Management's XCEM Position: Q1 2026 in Review

Smithbridge Asset Management sold out of Columbia EM Core ex-China ETF (XCEM) in Q1 2026, closing a stake of 9,145 shares — an estimated $351K sold.

Smithbridge Asset Management first reported a position in XCEM in Q3 2023 and held it in 9 quarters. The position peaked at $2.97M in Q3 2024. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

Smithbridge Asset Management reported no remaining Columbia EM Core ex-China ETF position as of Q1 2026 after selling out during the quarter.
Smithbridge Asset Management sold 9,145 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $351K.
Smithbridge Asset Management first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and held it in 9 quarters.
Smithbridge Asset Management's Columbia EM Core ex-China ETF position peaked at $2.97M in Q3 2024.
190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.