Vertex Planning Partners’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Vertex Planning Partners’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	$5.21M	Buy	98,505 +5,141	+6%	+$251K	0.77%	31
2026 Q1	$3.81M	Sell	93,364 -8,755	-9%	-$367K	0.74%	27
2025 Q4	$3.92M	Sell	102,119 -505	-0.5%	-$19.1K	0.91%	25
2025 Q3	$3.73M	Buy	102,624 +2,778	+3%	+$97K	0.72%	32
2025 Q2	$3.41M	Sell	99,846 -197	-0.2%	-$6.15K	0.71%	32
2025 Q1	$2.95M	Sell	100,043 -57,693	-37%	-$1.73M	0.64%	31
2024 Q4	$4.67M	Buy	157,736 +3,013	+2%	+$95.1K	1.03%	22
2024 Q3	$5.05M	Buy	154,723 +22,850	+17%	+$739K	1.21%	19
2024 Q2	$4.21M	Buy	131,873 +1,767	+1%	+$54.8K	1.09%	19
2024 Q1	$4.05M	Buy	130,106 +21,168	+19%	+$638K	1.12%	15
2023 Q4	$3.3M	Buy	+108,938	New	+$3.07M	0.98%	15

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

Vertex Planning Partners's XCEM Position: Q2 2026 in Review

Vertex Planning Partners increased its Columbia EM Core ex-China ETF (XCEM) stake by 5.5% in Q2 2026, buying an estimated $251K and bringing the position to 98,505 shares worth $5.21M. The position accounts for 0.77% of the portfolio, ranked #31.

Vertex Planning Partners first reported a position in XCEM in Q4 2023 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Vertex Planning Partners held 98,505 shares of Columbia EM Core ex-China ETF worth $5.21M as of Q2 2026.
Vertex Planning Partners bought 5,141 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $251K.
Columbia EM Core ex-China ETF made up 0.77% of Vertex Planning Partners's portfolio in Q2 2026, its #31 holding.
Vertex Planning Partners first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 11 quarters since.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.