AE Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

AE Wealth Management’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 Q1	$79.3K	Buy	1,438 +849	+144%	+$44.3K	﹤0.01%	1861
2025 Q4	$27K	Sell	589 -183	-24%	-$8.12K	﹤0.01%	1966
2025 Q3	$33.8K	Sell	772 -137	-15%	-$5.75K	﹤0.01%	1798
2025 Q2	$36.5K	Sell	909 -542	-37%	-$20.9K	﹤0.01%	1661
2025 Q1	$56.3K	Buy	1,451 +1,028	+243%	+$39.2K	﹤0.01%	1563
2024 Q4	$15.4K	Buy	+423	New	+$16.7K	﹤0.01%	1782
2023 Q4	–	Sell	-30,455	Closed	-$1.23M	–	2107
2023 Q3	$1.23M	Sell	30,455 -29,206	-49%	-$1.2M	0.01%	1014
2023 Q2	$2.39M	Buy	59,661 +33,043	+124%	+$1.36M	0.01%	790
2023 Q1	$1.13M	Buy	26,618 +16,532	+164%	+$721K	0.01%	1001
2022 Q4	$438K	Sell	10,086 -362	-3%	-$15.3K	﹤0.01%	1365
2022 Q3	$393K	Buy	10,448 +3,087	+42%	+$124K	﹤0.01%	1369
2022 Q2	$292K	Buy	+7,361	New	+$333K	﹤0.01%	1441
2019 Q4	–	Sell	-6,605	Closed	-$206K	–	1152
2019 Q3	$206K	Buy	+6,605	New	+$209K	0.01%	913

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

AE Wealth Management's GUNR Position: Q1 2026 in Review

AE Wealth Management increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 144% in Q1 2026, buying an estimated $44.3K and bringing the position to 1,438 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

AE Wealth Management first reported a position in GUNR in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.39M in Q2 2023. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

AE Wealth Management held 1,438 shares of FlexShares Global Upstream Natural Resources Index Fund worth $79.3K as of Q1 2026.
AE Wealth Management bought 849 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $44.3K.
FlexShares Global Upstream Natural Resources Index Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1861 holding.
AE Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2019 and has held it in 13 quarters since.
AE Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2.39M in Q2 2023.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.