A dollar put into Columbia EM Core ex-China ETF (NYSEARCA:XCEM) on the last trading day of 2025 was worth about $1.38 by the close on June 3, 2026.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,102 | $191,200.2 | $300,737.07 | $109,536.87 | 57.29% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,082 | $36,498.97 | $52,882.75 | $16,383.78 | 44.89% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 98,807 | $2.95M | $4.87M | $1.92M | 65.1% |
John W. Rogers Jr Ariel Investment LLC | 8,466 | $345,497 | $417,246.81 | $71,749.81 | 20.77% |
| YA Yinka Akinsola Blue Trust Inc. | 374 | $15,262.94 | $18,311.04 | $3,048.1 | 19.97% |
| ARCA Exchange | US Country |
The fund specified is focused on investing primarily in a specific set of emerging market companies, excluding those based in China or Hong Kong. It dedicates at least 80% of its net assets to securities included in a targeted index, with the aim of staying highly invested, maintaining at least 95% of its net assets in these securities. The guiding index is a free-float market capitalization-weighted index, meticulously constructed to offer broad, core emerging markets equity exposure. It encompasses the stock performance of 700 companies situated within emerging markets, providing a strategic investment avenue for exposure to emerging market economies excluding China and Hong Kong. The fund is categorized as non-diversified, implying a focused investment approach in a limited number of holdings compared to diversified funds.
This product offers investors exposure to the equity markets of emerging economies by following a free-float market capitalization-weighted index. It specifically targets 700 companies in these regions, presenting a unique opportunity for investment in a wide range of emerging markets. This approach is designed for investors seeking to diversify their portfolio through exposure to economies with potential for high growth, outside of the more developed markets and the exclusions of China and Hong Kong.
The fund takes a non-diversified approach, focussing its investments in a relatively small number of selected companies compared to diversified funds. This strategy may involve a higher level of risk and potential return due to the concentrated nature of investments. The fund’s approach is suitable for investors with a higher risk tolerance, looking to potentially capitalize on the concentrated investments in emerging market companies.