AWM
GUNR icon

Angeles Wealth Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Angeles 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
Q2 		$809K Buy
16,413
+11,749
+252% +$632K 0.04% 186
2026
Q1 		$257K Hold
4,664
– – 0.01% 353
2025
Q4 		$214K Buy
+4,664
New +$207K 0.01% 349

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
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
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Angeles Wealth Management's GUNR Position: Q2 2026 in Review

Angeles Wealth Management increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 252% in Q2 2026, buying an estimated $632K and bringing the position to 16,413 shares worth $809K. The position accounts for 0.04% of the portfolio, ranked #186.

Angeles Wealth Management first reported a position in GUNR in Q4 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Angeles Wealth Management held 16,413 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $809K as of Q2 2026.
  • Angeles Wealth Management bought 11,749 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $632K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.04% of Angeles Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Angeles Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.