WealthCare Investment Partners’s Columbia EM Core ex-China ETF XCEM Stock Holding History

WealthCare Investment 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 Q1	$1.82M	Sell	44,163 -5,501	-11%	-$231K	0.51%	54
2025 Q4	$1.95M	Sell	49,664 -4,913	-9%	-$186K	0.57%	51
2025 Q3	$1.99M	Sell	54,577 -11,654	-18%	-$407K	0.65%	45
2025 Q2	$2.3M	Sell	66,231 -24,034	-27%	-$751K	0.83%	32
2025 Q1	$2.62M	Sell	90,265 -19,500	-18%	-$585K	1.11%	27
2024 Q4	$3.25M	Sell	109,765 -6,223	-5%	-$196K	1.42%	19
2024 Q3	$3.73M	Buy	115,988 +22,962	+25%	+$743K	1.63%	15
2024 Q2	$2.97M	Buy	93,026 +25,711	+38%	+$798K	1.38%	20
2024 Q1	$2.09M	Buy	67,315 +46,270	+220%	+$1.39M	1.01%	30
2023 Q4	$632K	Buy	+21,045	New	+$593K	0.35%	66

Other funds holding XCEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

WealthCare Investment Partners's XCEM Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Columbia EM Core ex-China ETF (XCEM) stake by 11% in Q1 2026, selling an estimated $231K and leaving 44,163 shares worth $1.82M. The position accounts for 0.51% of the portfolio, ranked #54.

WealthCare Investment Partners first reported a position in XCEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.73M in Q3 2024. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

WealthCare Investment Partners held 44,163 shares of Columbia EM Core ex-China ETF worth $1.82M as of Q1 2026.
WealthCare Investment Partners sold 5,501 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $231K.
Columbia EM Core ex-China ETF made up 0.51% of WealthCare Investment Partners's portfolio in Q1 2026, its #54 holding.
WealthCare Investment Partners first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 10 quarters since.
WealthCare Investment Partners's Columbia EM Core ex-China ETF position peaked at $3.73M in Q3 2024.
190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.