Envestnet Asset Management
KRMA

Envestnet Asset Management’s Global X Conscious Companies ETF KRMA Stock Holding History

Envestnet Asset Management’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
2025
Q2 		– Sell
-7,361
Closed -$274K – 4507
2025
Q1 		$274K Sell
7,361
-1,003
-12% -$39.3K ﹤0.01% 3962
2024
Q4 		$327K Buy
+8,364
New +$332K ﹤0.01% 3852
2022
Q3 		– Sell
-7,726
Closed -$206K – 3976
2022
Q2 		$206K Buy
+7,726
New +$225K ﹤0.01% 3584
2022
Q1 		– Sell
-6,469
Closed -$223K – 4004
2021
Q4 		$223K Buy
+6,469
New +$216K ﹤0.01% 3600

Other funds holding KRMA

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management's KRMA Position: Q2 2025 in Review

Envestnet Asset Management sold out of Global X Conscious Companies ETF (KRMA) in Q2 2025, closing a stake of 7,361 shares — an estimated $274K sold.

Envestnet Asset Management first reported a position in KRMA in Q4 2021 and held it in 4 quarters. The position peaked at $327K in Q4 2024. 40 funds tracked by Wall St. Rank hold KRMA as of Q2 2025.

  • Envestnet Asset Management reported no remaining Global X Conscious Companies ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 7,361 Global X Conscious Companies ETF shares in Q2 2025, an estimated $274K.
  • Envestnet Asset Management first reported a position in Global X Conscious Companies ETF in Q4 2021 and held it in 4 quarters.
  • Envestnet Asset Management's Global X Conscious Companies ETF position peaked at $327K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.