Stone House Investment Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Stone House Investment 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	-660	Closed	-$26.9K	–	1424
2026 Q1	$26.9K	Hold	660	–	–	﹤0.01%	249
2025 Q4	$25.3K	Hold	660	–	–	﹤0.01%	230
2025 Q3	$24K	Hold	660	–	–	﹤0.01%	212
2025 Q2	$22.6K	Sell	660 -6,684	-91%	-$209K	﹤0.01%	208
2025 Q1	$217K	Buy	+7,344	New	+$220K	0.04%	56

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

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 $3.42B AUM 25.82% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Stone House Investment Management's XCEM Position: Q2 2026 in Review

Stone House Investment Management sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2026, closing a stake of 660 shares — an estimated $26.9K sold.

Stone House Investment Management first reported a position in XCEM in Q1 2025 and held it in 5 quarters. The position peaked at $217K in Q1 2025. 205 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Stone House Investment Management reported no remaining Columbia EM Core ex-China ETF position as of Q2 2026 after selling out during the quarter.
Stone House Investment Management sold 660 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $26.9K.
Stone House Investment Management first reported a position in Columbia EM Core ex-China ETF in Q1 2025 and held it in 5 quarters.
Stone House Investment Management's Columbia EM Core ex-China ETF position peaked at $217K in Q1 2025.
205 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.