Watershed Private Wealth’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Watershed Private Wealth’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	$3.37M	Sell	63,731 -5,392	-8%	-$264K	0.95%	26
2026 Q1	$2.82M	Sell	69,123 -1,464	-2%	-$61.4K	0.88%	29
2025 Q4	$2.71M	Sell	70,587 -399	-0.6%	-$15.1K	0.81%	30
2025 Q3	$2.58M	Sell	70,986 -9,365	-12%	-$327K	0.82%	29
2025 Q2	$2.75M	Sell	80,351 -77,009	-49%	-$2.4M	1%	23
2025 Q1	$4.65M	Sell	157,360 -47,984	-23%	-$1.44M	1.86%	14
2024 Q4	$6.08M	Buy	205,344 +31,642	+18%	+$998K	2.37%	12
2024 Q3	$5.67M	Buy	173,702 +48,316	+39%	+$1.56M	2.26%	13
2024 Q2	$4M	Buy	125,386 +11,193	+10%	+$347K	1.7%	14
2024 Q1	$3.55M	Buy	+114,193	New	+$3.44M	1.57%	14

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

Watershed Private Wealth's XCEM Position: Q2 2026 in Review

Watershed Private Wealth reduced its Columbia EM Core ex-China ETF (XCEM) stake by 7.8% in Q2 2026, selling an estimated $264K and leaving 63,731 shares worth $3.37M. The position accounts for 0.95% of the portfolio, ranked #26.

Watershed Private Wealth first reported a position in XCEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.08M in Q4 2024. 203 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Watershed Private Wealth held 63,731 shares of Columbia EM Core ex-China ETF worth $3.37M as of Q2 2026.
Watershed Private Wealth sold 5,392 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $264K.
Columbia EM Core ex-China ETF made up 0.95% of Watershed Private Wealth's portfolio in Q2 2026, its #26 holding.
Watershed Private Wealth first reported a position in Columbia EM Core ex-China ETF in Q1 2024 and has held it in 10 quarters since.
Watershed Private Wealth's Columbia EM Core ex-China ETF position peaked at $6.08M in Q4 2024.
203 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.