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

Rede 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
2023 Q2	–	Sell	-7,499	Closed	-$221K	–	99
2023 Q1	$221K	Hold	7,499	–	–	0.12%	88
2022 Q4	$208K	Buy	+7,499	New	+$208K	0.11%	86
2022 Q3	–	Sell	-7,499	Closed	-$200K	–	97
2022 Q2	$200K	Hold	7,499	–	–	0.12%	98
2022 Q1	$243K	Hold	7,499	–	–	0.11%	92
2021 Q4	$258K	Hold	7,499	–	–	0.13%	93
2021 Q3	$235K	Hold	7,499	–	–	0.13%	98
2021 Q2	$235K	Hold	7,499	–	–	0.13%	102
2021 Q1	$219K	Sell	7,499 -3,023	-29%	-$85.3K	0.13%	99
2020 Q4	$287K	Buy	+10,522	New	+$273K	0.2%	75

Other funds holding KRMA

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Rede Wealth's KRMA Position: Q2 2023 in Review

Rede Wealth sold out of Global X Conscious Companies ETF (KRMA) in Q2 2023, closing a stake of 7,499 shares — an estimated $221K sold.

Rede Wealth first reported a position in KRMA in Q4 2020 and held it in 9 quarters. The position peaked at $287K in Q4 2020. 41 funds tracked by Wall St. Rank hold KRMA as of Q2 2023.

Rede Wealth reported no remaining Global X Conscious Companies ETF position as of Q2 2023 after selling out during the quarter.
Rede Wealth sold 7,499 Global X Conscious Companies ETF shares in Q2 2023, an estimated $221K.
Rede Wealth first reported a position in Global X Conscious Companies ETF in Q4 2020 and held it in 9 quarters.
Rede Wealth's Global X Conscious Companies ETF position peaked at $287K in Q4 2020.
41 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q2 2023.

Based on Rede Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.