EP Wealth Advisors’s Global X MSCI Norway ETF NORW Stock Holding History

EP Wealth 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
2026 Q2	$249K	Sell	7,784 -493	-6%	-$18.5K	﹤0.01%	1398
2026 Q1	$316K	Sell	8,277 -568	-6%	-$19.3K	﹤0.01%	1127
2025 Q4	$266K	Buy	+8,845	New	+$260K	﹤0.01%	1205
2025 Q2	$318K	Sell	10,870 -829	-7%	-$22.9K	﹤0.01%	983
2025 Q1	$317K	Sell	11,699 -1,963	-14%	-$49.8K	﹤0.01%	890
2024 Q4	$321K	Sell	13,662 -201	-1%	-$5.04K	﹤0.01%	847
2024 Q3	$357K	Buy	+13,863	New	+$353K	﹤0.01%	798

Other funds holding NORW

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EP Wealth Advisors's NORW Position: Q2 2026 in Review

EP Wealth Advisors reduced its Global X MSCI Norway ETF (NORW) stake by 6% in Q2 2026, selling an estimated $18.5K and leaving 7,784 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

EP Wealth Advisors first reported a position in NORW in Q3 2024 and has held it in 7 quarters since. The position peaked at $357K in Q3 2024. 39 funds tracked by Wall St. Rank hold NORW as of Q2 2026.

EP Wealth Advisors held 7,784 shares of Global X MSCI Norway ETF worth $249K as of Q2 2026.
EP Wealth Advisors sold 493 Global X MSCI Norway ETF shares in Q2 2026, an estimated $18.5K.
Global X MSCI Norway ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1398 holding.
EP Wealth Advisors first reported a position in Global X MSCI Norway ETF in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's Global X MSCI Norway ETF position peaked at $357K in Q3 2024.
39 funds tracked by Wall St. Rank held Global X MSCI Norway ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.