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

McClarren 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
2025
Q2 		– Sell
-265
Closed -$7K – 218
2025
Q1 		$7K Buy
+265
New +$6.72K ﹤0.01% 224
2024
Q4 		– Sell
-265
Closed -$6 – 277
2024
Q3 		$6 Buy
265
+240
+960% +$6.12K ﹤0.01% 196
2024
Q2 		$6K Sell
25
-241
-91% -$6.2K ﹤0.01% 261
2024
Q1 		$7K Hold
266
– – 0.01% 251
2023
Q4 		$7K Buy
266
+1
+0.4% +$24 0.01% 287
2023
Q3 		$6K Hold
265
– – 0.01% 275
2023
Q2 		$6K Hold
265
– – 0.01% 278
2023
Q1 		$6K Hold
265
– – 0.01% 264
2022
Q4 		$6K Hold
265
– – 0.01% 272
2022
Q3 		$5K Buy
+265
New +$6.99K 0.01% 257
2022
Q2 		– Sell
-265
Closed -$8K – 182
2022
Q1 		$8K Sell
265
-1
-0.4% -$31 0.01% 217
2021
Q4 		$9K Buy
266
+1
+0.4% +$31 0.01% 240
2021
Q3 		$8K Hold
265
– – 0.01% 223
2021
Q2 		$8K Sell
265
-1
-0.4% -$31 0.01% 234
2021
Q1 		$8K Buy
266
+1
+0.4% +$28 0.01% 209
2020
Q4 		$7K Buy
+265
New +$6.88K 0.01% 183

Other funds holding NORW

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

McClarren Financial Advisors's NORW Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Global X MSCI Norway ETF (NORW) in Q2 2025, closing a stake of 265 shares — an estimated $7K sold.

McClarren Financial Advisors first reported a position in NORW in Q4 2020 and held it in 16 quarters. The position peaked at $9K in Q4 2021. 30 funds tracked by Wall St. Rank hold NORW as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Global X MSCI Norway ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 265 Global X MSCI Norway ETF shares in Q2 2025, an estimated $7K.
  • McClarren Financial Advisors first reported a position in Global X MSCI Norway ETF in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's Global X MSCI Norway ETF position peaked at $9K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Global X MSCI Norway ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.