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BBJS Financial Advisors’s Global X MSCI Norway ETF NORW Stock Holding History

BBJS Financial Advisors’s Portfolio NORW Stock Details NORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$19K Buy
738
+5
+0.7% +$127 0.01% 100
2024
Q2 		$18.8K Hold
733
– – 0.01% 106
2024
Q1 		$18K Buy
733
+2
+0.3% +$49 0.01% 85
2023
Q4 		$18.6K Hold
731
– – 0.01% 81
2023
Q3 		$17.9K Buy
731
+6
+0.8% +$146 0.01% 90
2023
Q2 		$16.8K Hold
725
– – 0.01% 84
2023
Q1 		$17.6K Buy
725
+2
+0.3% +$50 0.01% 82
2022
Q4 		$18.5K Buy
+723
New +$18.1K 0.01% 87

Other funds holding NORW

AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BBJS Financial Advisors's NORW Position: Q3 2024 in Review

BBJS Financial Advisors increased its Global X MSCI Norway ETF (NORW) stake by 0.68% in Q3 2024, buying an estimated $127 and bringing the position to 738 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #100.

BBJS Financial Advisors first reported a position in NORW in Q4 2022 and has held it in 8 quarters since. 29 funds tracked by Wall St. Rank hold NORW as of Q3 2024.

  • BBJS Financial Advisors held 738 shares of Global X MSCI Norway ETF worth $19K as of Q3 2024.
  • BBJS Financial Advisors bought 5 Global X MSCI Norway ETF shares in Q3 2024, an estimated $127.
  • Global X MSCI Norway ETF made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #100 holding.
  • BBJS Financial Advisors first reported a position in Global X MSCI Norway ETF in Q4 2022 and has held it in 8 quarters since.
  • 29 funds tracked by Wall St. Rank held Global X MSCI Norway ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.