United Advisor Group’s Columbia EM Core ex-China ETF XCEM Stock Holding History

United Advisor Group’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	$763K	Sell	14,422 -25,709	-64%	-$1.26M	0.08%	253
2026 Q1	$1.64M	Sell	40,131 -945	-2%	-$39.6K	0.2%	124
2025 Q4	$1.58M	Sell	41,076 -16,399	-29%	-$621K	0.2%	125
2025 Q3	$2.09M	Buy	57,475 +1,997	+4%	+$69.7K	0.28%	87
2025 Q2	$1.9M	Buy	55,478 +8,914	+19%	+$278K	0.33%	82
2025 Q1	$1.38M	Buy	46,564 +3,711	+9%	+$111K	0.28%	88
2024 Q4	$1.27M	Buy	42,853 +12,724	+42%	+$401K	0.25%	95
2024 Q3	$984K	Buy	30,129 +2,780	+10%	+$89.9K	0.22%	107
2024 Q2	$873K	Buy	27,349 +5,213	+24%	+$162K	0.27%	89
2024 Q1	$688K	Buy	+22,136	New	+$667K	0.26%	96

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

United Advisor Group's XCEM Position: Q2 2026 in Review

United Advisor Group reduced its Columbia EM Core ex-China ETF (XCEM) stake by 64% in Q2 2026, selling an estimated $1.26M and leaving 14,422 shares worth $763K. The position accounts for 0.08% of the portfolio, ranked #253.

United Advisor Group first reported a position in XCEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.09M in Q3 2025. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

United Advisor Group held 14,422 shares of Columbia EM Core ex-China ETF worth $763K as of Q2 2026.
United Advisor Group sold 25,709 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $1.26M.
Columbia EM Core ex-China ETF made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #253 holding.
United Advisor Group first reported a position in Columbia EM Core ex-China ETF in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Columbia EM Core ex-China ETF position peaked at $2.09M in Q3 2025.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.