CW
KRMA

CreativeOne Wealth’s Global X Conscious Companies ETF KRMA Stock Holding History

CreativeOne Wealth’s Portfolio KRMA Stock Details KRMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,945
Closed -$272K – 1101
2024
Q3 		$272K Sell
6,945
-537
-7% -$20.2K 0.01% 804
2024
Q2 		$277K Sell
7,482
-894
-11% -$32.2K 0.01% 642
2024
Q1 		$303K Sell
8,376
-3,204
-28% -$111K 0.01% 717
2023
Q4 		$387K Sell
11,580
-2,207
-16% -$68.6K 0.02% 426
2023
Q3 		$412K Sell
13,787
-3,114
-18% -$96.9K 0.03% 376
2023
Q2 		$524K Sell
16,901
-1,701
-9% -$50.8K 0.02% 478
2023
Q1 		$549K Buy
18,602
+1,930
+12% +$55.7K 0.03% 438
2022
Q4 		$462K Buy
16,672
+476
+3% +$13.2K 0.03% 458
2022
Q3 		$413K Sell
16,196
-707
-4% -$20K 0.02% 448
2022
Q2 		$452K Sell
16,903
-2,767
-14% -$80.6K 0.02% 442
2022
Q1 		$638K Sell
19,670
-1,863
-9% -$59.3K 0.03% 366
2021
Q4 		$742K Buy
21,533
+4,142
+24% +$139K 0.04% 348
2021
Q3 		$545K Buy
17,391
+6,759
+64% +$218K 0.03% 388
2021
Q2 		$333K Sell
10,632
-231
-2% -$7.07K 0.02% 498
2021
Q1 		$317K Buy
+10,863
New +$307K 0.02% 429

Other funds holding KRMA

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

CreativeOne Wealth's KRMA Position: Q4 2024 in Review

CreativeOne Wealth sold out of Global X Conscious Companies ETF (KRMA) in Q4 2024, closing a stake of 6,945 shares — an estimated $272K sold.

CreativeOne Wealth first reported a position in KRMA in Q1 2021 and held it in 15 quarters. The position peaked at $742K in Q4 2021. 48 funds tracked by Wall St. Rank hold KRMA as of Q4 2024.

  • CreativeOne Wealth reported no remaining Global X Conscious Companies ETF position as of Q4 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 6,945 Global X Conscious Companies ETF shares in Q4 2024, an estimated $272K.
  • CreativeOne Wealth first reported a position in Global X Conscious Companies ETF in Q1 2021 and held it in 15 quarters.
  • CreativeOne Wealth's Global X Conscious Companies ETF position peaked at $742K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q4 2024.

Based on CreativeOne Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.