Legacy Financial Advisors, Inc. XCEM — COLUMBIA EM CORE EX-CHINA ETF

Ownership history in Legacy Financial Advisors, Inc.  ·  8 quarters on record

AI Ownership Summary

Legacy Financial Advisors, Inc. reported COLUMBIA EM CORE EX-CHINA ETF (XCEM) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.18% in 2025 Q2. The latest visible filing shows XCEM at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XCEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Financial Advisors, Inc.'s position in COLUMBIA EM CORE EX-CHINA ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XCEM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XCEM stock page Legacy Financial Advisors, Inc. fund profile Legacy Financial Advisors, Inc. full holdings
How Legacy Financial Advisors, Inc. held XCEM — position size vs. price
% of Fund (quarterly)    XCEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 11,710 -15,292 -56.6% 0.08% $619K 2026-08-05 $49.23
2026 Q1 REDUCED 18.9% +27.5% ❌ 27,002 -6,299 -18.9% 0.15% $1.1M 2026-04-30 $47.18
2025 Q4 REDUCED — — — 33,301 -34 -0.1% 0.18% $1.3M 2026-02-04 $41.90
2025 Q3 REDUCED — — — 33,335 -1,120 -3.3% 0.17% $1.2M 2025-11-10 $37.31
2025 Q2 ADDED — — — 34,455 +19,342 +128.0% 0.18% $1.2M 2025-08-07 $33.59
2025 Q1 ADDED — — — 15,113 +3,893 +34.7% 0.07% $446K 2025-05-14 $30.89
2024 Q4 ADDED — — — 11,220 +1,314 +13.3% 0.05% $332K 2025-02-13 $29.43
2024 Q3 INITIATED — — — 9,906 — — 0.05% $324K 2024-11-14 $29.03

🏢 Other funds also holding XCEM

As of 2026 Q2 — sorted by position size

Boulay Financial Advisors, LLC 10.91% Marotta Asset Management 3Y 6.97% Fortitude Financial, LLC 6.43% Prism Advisors, Inc. 3Y 7Y 5.13% Flaharty Asset Management, LLC 3Y 7Y 3.71% Richard P Slaughter Associates Inc 3Y 2.67% Benchmark Financial Wealth Advisors, LLC 3Y 7Y 2.34% PLANNING ALTERNATIVES LTD /ADV 3Y 7Y 2.22% Highland Financial Advisors, LLC 3Y 2.22% IFC & Insurance Marketing, Inc. 2.05%

FAQ About Legacy Financial Advisors, Inc. and XCEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Financial Advisors, Inc. reported owning XCEM?

Legacy Financial Advisors, Inc. reported XCEM across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported XCEM position in Legacy Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for XCEM was 0.18% in 2025 Q2.

What is the latest reported XCEM position on this page?

The most recent filing on this page is 2026 Q2, when Legacy Financial Advisors, Inc. reported 11,710 shares, equal to 0.08% of portfolio, with an estimated market value of $619K.

What does the chart on this XCEM ownership page compare?

The chart compares Legacy Financial Advisors, Inc.'s quarterly XCEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Financial Advisors, Inc. time their XCEM position?

Based on 13F filing dates vs. subsequent XCEM price moves, Legacy Financial Advisors, Inc. correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on XCEM relative to SPY over the holding period was +1930.7%.

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