US Financial Advisors’s Global X Conscious Companies ETF KRMA Stock Holding History

US Financial Advisors’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 Q1	$1.12M	Buy	30,166 +1,628	+6%	+$63.7K	0.33%	41
2024 Q4	$1.12M	Sell	28,538 -419	-1%	-$16.6K	0.34%	41
2024 Q3	$1.13M	Sell	28,957 -3,731	-11%	-$140K	0.35%	39
2024 Q2	$1.21M	Sell	32,688 -490	-1%	-$17.6K	0.41%	39
2024 Q1	$1.2M	Buy	33,178 +354	+1%	+$12.2K	0.42%	38
2023 Q4	$1.1M	Buy	32,824 +2,284	+7%	+$71K	0.41%	39
2023 Q3	$912K	Buy	30,540 +793	+3%	+$24.7K	0.38%	41
2023 Q2	$923K	Sell	29,747 -1,537	-5%	-$45.9K	0.39%	35
2023 Q1	$923K	Buy	31,284 +2,054	+7%	+$59.2K	0.41%	34
2022 Q4	$809K	Buy	+29,230	New	+$810K	0.41%	35

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

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

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Financial Advisors's KRMA Position: Q1 2025 in Review

US Financial Advisors increased its Global X Conscious Companies ETF (KRMA) stake by 5.7% in Q1 2025, buying an estimated $63.7K and bringing the position to 30,166 shares worth $1.12M. The position accounts for 0.33% of the portfolio, ranked #41.

US Financial Advisors first reported a position in KRMA in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.21M in Q2 2024. 42 funds tracked by Wall St. Rank hold KRMA as of Q1 2025.

US Financial Advisors held 30,166 shares of Global X Conscious Companies ETF worth $1.12M as of Q1 2025.
US Financial Advisors bought 1,628 Global X Conscious Companies ETF shares in Q1 2025, an estimated $63.7K.
Global X Conscious Companies ETF made up 0.33% of US Financial Advisors's portfolio in Q1 2025, its #41 holding.
US Financial Advisors first reported a position in Global X Conscious Companies ETF in Q4 2022 and has held it in 10 quarters since.
US Financial Advisors's Global X Conscious Companies ETF position peaked at $1.21M in Q2 2024.
42 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.