Waverly Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Waverly Advisors’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	$236K	Buy	+4,454	New	+$218K	﹤0.01%	1550

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

Waverly Advisors's XCEM Position: Q2 2026 in Review

Waverly Advisors opened a new position in Columbia EM Core ex-China ETF (XCEM) in Q2 2026: 4,454 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings.

204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Waverly Advisors held 4,454 shares of Columbia EM Core ex-China ETF worth $236K as of Q2 2026.
Columbia EM Core ex-China ETF was a new Waverly Advisors position in Q2 2026.
Columbia EM Core ex-China ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1550 holding.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.