AWA
GUNR icon

Aaron Wealth Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Aaron Wealth Advisors’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$60.3M Buy
1,143,129
+17,873
+2% +$959K 2.95% 9
2026
Q2 		$55.5M Buy
1,125,256
+58,126
+5% +$3.13M 2.82% 9
2026
Q1 		$58.9M Buy
1,067,130
+125,132
+13% +$6.53M 3.34% 7
2025
Q4 		$43.2M Buy
941,998
+47,737
+5% +$2.12M 2.36% 9
2025
Q3 		$39.2M Buy
894,261
+295,171
+49% +$12.4M 2.32% 9
2025
Q2 		$24M Buy
599,090
+16,987
+3% +$656K 2.45% 7
2025
Q1 		$22.6M Buy
582,103
+50,885
+10% +$1.94M 2.59% 8
2024
Q4 		$19.3M Sell
531,218
-76,774
-13% -$3.03M 2.24% 9
2024
Q3 		$25.1M Buy
607,992
+41,547
+7% +$1.67M 2.99% 7
2024
Q2 		$22.7M Sell
566,445
-8,946
-2% -$372K 3.16% 7
2024
Q1 		$23.6M Buy
575,391
+102,862
+22% +$4.03M 3.39% 6
2023
Q4 		$19.4M Buy
472,529
+26,146
+6% +$1.04M 3.21% 8
2023
Q3 		$18.1M Buy
446,383
+27,024
+6% +$1.11M 2.33% 9
2023
Q2 		$16.8M Buy
419,359
+9,339
+2% +$385K 2.18% 9
2023
Q1 		$17.3M Buy
410,020
+41,525
+11% +$1.81M 2.38% 8
2022
Q4 		$16M Sell
368,495
-12,182
-3% -$517K 2.34% 9
2022
Q3 		$14.3M Buy
380,677
+65,630
+21% +$2.64M 2.64% 9
2022
Q2 		$12.5M Buy
315,047
+39,525
+14% +$1.79M 3.14% 9
2022
Q1 		$12.9M Sell
275,522
-2,074
-0.7% -$90.3K 2.98% 8
2021
Q4 		$11M Buy
277,596
+9,356
+3% +$362K 3.06% 7
2021
Q3 		$9.82M Buy
268,240
+60,101
+29% +$2.24M 2.77% 10
2021
Q2 		$8.02M Buy
208,139
+37,904
+22% +$1.47M 2.64% 9
2021
Q1 		$6.16M Buy
170,235
+66,951
+65% +$2.38M 2.26% 12
2020
Q4 		$3.36M Buy
+103,284
New +$3.11M 1.23% 24

Other funds holding GUNR

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Aaron Wealth Advisors's GUNR Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 1.6% in Q3 2026, buying an estimated $959K and bringing the position to 1,143,129 shares worth $60.3M. The position accounts for 2.95% of the portfolio, ranked #9.

Aaron Wealth Advisors first reported a position in GUNR in Q4 2020 and has held it in 24 quarters since. 30 funds tracked by Wall St. Rank hold GUNR as of Q3 2026.

  • Aaron Wealth Advisors held 1,143,129 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $60.3M as of Q3 2026.
  • Aaron Wealth Advisors bought 17,873 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q3 2026, an estimated $959K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 2.95% of Aaron Wealth Advisors's portfolio in Q3 2026, its #9 holding.
  • Aaron Wealth Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2020 and has held it in 24 quarters since.
  • 30 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.