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XCEM icon

Wealthcare Advisory Partners’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Wealthcare Advisory 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 		$10.1M Sell
190,542
-4,187
-2% -$205K 0.19% 107
2026
Q1 		$7.95M Sell
194,729
-805
-0.4% -$33.8K 0.15% 128
2025
Q4 		$7.5M Sell
195,534
-4,100
-2% -$155K 0.15% 128
2025
Q3 		$7.25M Buy
199,634
+7,672
+4% +$268K 0.15% 126
2025
Q2 		$6.56M Buy
191,962
+5,463
+3% +$171K 0.15% 123
2025
Q1 		$5.51M Buy
186,499
+48,763
+35% +$1.46M 0.15% 123
2024
Q4 		$4.08M Buy
137,736
+12,243
+10% +$386K 0.11% 158
2024
Q3 		$4.1M Buy
125,493
+2,304
+2% +$74.5K 0.12% 157
2024
Q2 		$3.93M Buy
123,189
+8,219
+7% +$255K 0.12% 140
2024
Q1 		$3.58M Buy
114,970
+7,884
+7% +$238K 0.12% 150
2023
Q4 		$3.24M Buy
+107,086
New +$3.02M 0.13% 133

Other funds holding XCEM

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
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $114M AUM