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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
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

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Aaron Wealth Advisors's GUNR Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 5.4% in Q2 2026, buying an estimated $3.13M and bringing the position to 1,125,256 shares worth $55.5M. The position accounts for 2.82% of the portfolio, ranked #9.

Aaron Wealth Advisors first reported a position in GUNR in Q4 2020 and has held it in 23 quarters since. The position peaked at $58.9M in Q1 2026. 318 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Aaron Wealth Advisors held 1,125,256 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $55.5M as of Q2 2026.
  • Aaron Wealth Advisors bought 58,126 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $3.13M.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 2.82% of Aaron Wealth Advisors's portfolio in Q2 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 23 quarters since.
  • Aaron Wealth Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $58.9M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.