Barometer Capital Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Barometer Capital 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 Q3	–	Sell	-11,300	Closed	-$453K	–	196
2025 Q2	$453K	Buy	+11,300	New	+$436K	0.13%	97
2024 Q3	–	Sell	-7,100	Closed	-$285K	–	182
2024 Q2	$285K	Buy	+7,100	New	+$296K	0.11%	89
2024 Q1	–	Sell	-7,500	Closed	-$307K	–	181
2023 Q4	$307K	Sell	7,500 -12,300	-62%	-$490K	0.09%	106
2023 Q3	$801K	Buy	19,800 +7,900	+66%	+$324K	0.25%	62
2023 Q2	$477K	Sell	11,900 -11,100	-48%	-$458K	0.13%	103
2023 Q1	$973K	Buy	23,000 +100	+0.4%	+$4.36K	0.25%	72
2022 Q4	$995K	Buy	22,900 +1,600	+8%	+$67.8K	0.29%	55
2022 Q3	$801K	Buy	21,300 +4,700	+28%	+$189K	0.33%	43
2022 Q2	$766K	Sell	16,600 -12,400	-43%	-$560K	0.31%	44
2022 Q1	$1.36M	Buy	29,000 +500	+2%	+$21.8K	0.25%	66
2021 Q4	$1.13M	Buy	+28,500	New	+$1.1M	0.19%	82

Other funds holding GUNR

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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 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

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

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

1832 Asset Management

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

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

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