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 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

EP Wealth Advisors's NORW Position: Q1 2026 in Review

EP Wealth Advisors reduced its Global X MSCI Norway ETF (NORW) stake by 6.4% in Q1 2026, selling an estimated $19.3K and leaving 8,277 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

EP Wealth Advisors first reported a position in NORW in Q3 2024 and has held it in 6 quarters since. The position peaked at $357K in Q3 2024. 49 funds tracked by Wall St. Rank hold NORW as of Q1 2026.

EP Wealth Advisors held 8,277 shares of Global X MSCI Norway ETF worth $316K as of Q1 2026.
EP Wealth Advisors sold 568 Global X MSCI Norway ETF shares in Q1 2026, an estimated $19.3K.
Global X MSCI Norway ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1127 holding.
EP Wealth Advisors first reported a position in Global X MSCI Norway ETF in Q3 2024 and has held it in 6 quarters since.
EP Wealth Advisors's Global X MSCI Norway ETF position peaked at $357K in Q3 2024.
49 funds tracked by Wall St. Rank held Global X MSCI Norway ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.