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Arcadia Investment Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Arcadia Investment 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
2025
Q1 		– Sell
-1,125
Closed -$40.9K – 283
2024
Q4 		$40.9K Buy
+1,125
New +$44.4K 0.01% 229
2024
Q3 		– Sell
-150
Closed -$6.02K – 282
2024
Q2 		$6.02K Sell
150
-600
-80% -$25K ﹤0.01% 287
2024
Q1 		$30.8K Hold
750
– – 0.01% 224
2023
Q4 		$30.7K Sell
750
-100
-12% -$3.98K 0.01% 233
2023
Q3 		$34.4K Hold
850
– – 0.01% 235
2023
Q2 		$34.1K Buy
850
+267
+46% +$11K 0.01% 240
2023
Q1 		$24.7K Buy
+583
New +$25.4K 0.01% 274

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Arcadia Investment Management's GUNR Position: Q1 2025 in Review

Arcadia Investment Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2025, closing a stake of 1,125 shares — an estimated $40.9K sold.

Arcadia Investment Management first reported a position in GUNR in Q1 2023 and held it in 7 quarters. The position peaked at $40.9K in Q4 2024. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

  • Arcadia Investment Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
  • Arcadia Investment Management sold 1,125 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2025, an estimated $40.9K.
  • Arcadia Investment Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2023 and held it in 7 quarters.
  • Arcadia Investment Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $40.9K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2025.

Based on Arcadia Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.