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

Avior 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	$306K	Buy	+6,201	New	+$334K	0.01%	657
2025 Q1	–	Sell	-1,552	Closed	-$56.4K	–	1411
2024 Q4	$56.4K	Buy	1,552 +1,408	+978%	+$55.5K	﹤0.01%	1101
2024 Q3	$5.94K	Hold	144	–	–	﹤0.01%	1720
2024 Q2	$5.78K	Hold	144	–	–	﹤0.01%	1681
2024 Q1	$5.91K	Hold	144	–	–	﹤0.01%	2036
2023 Q4	$5.9K	Hold	144	–	–	﹤0.01%	1098
2023 Q3	$5.82K	Hold	144	–	–	﹤0.01%	1145
2023 Q2	$5.77K	Sell	144 -100	-41%	-$4.13K	﹤0.01%	1133
2023 Q1	$10.3K	Buy	244 +100	+69%	+$4.36K	﹤0.01%	1047
2022 Q4	$6.26K	Hold	144	–	–	﹤0.01%	922
2022 Q3	$5K	Hold	144	–	–	﹤0.01%	932
2022 Q2	$5K	Hold	144	–	–	﹤0.01%	855
2022 Q1	$6K	Hold	144	–	–	﹤0.01%	890
2021 Q4	$5K	Buy	+144	New	+$5.57K	﹤0.01%	882
2018 Q4	–	Sell	-25	Closed	-$1K	–	729
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	705
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	745
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	734
2017 Q4	$1K	Buy	+25	New	+$797	﹤0.01%	739

Other funds holding GUNR

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

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

Avior Wealth Management opened a new position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2026: 6,201 shares worth $306K. The stake represents 0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in GUNR as recently as Q4 2024.

Avior Wealth Management first reported a position in GUNR in Q4 2017 and has held it in 18 quarters since. 46 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Avior Wealth Management held 6,201 shares of FlexShares Global Upstream Natural Resources Index Fund worth $306K as of Q2 2026.
FlexShares Global Upstream Natural Resources Index Fund was a new Avior Wealth Management position in Q2 2026.
FlexShares Global Upstream Natural Resources Index Fund made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #657 holding.
Avior Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2017 and has held it in 18 quarters since.
46 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.