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

Bartlett & Co 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 		$114K Buy
+2,323
New +$125K ﹤0.01% 599
2021
Q4 		– Sell
-133
Closed -$4.87K – 588
2021
Q3 		$4.87K Buy
+133
New +$4.96K ﹤0.01% 768

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

Bartlett & Co Wealth Management's GUNR Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2026: 2,323 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in GUNR as recently as Q3 2021.

Bartlett & Co Wealth Management first reported a position in GUNR in Q3 2021 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,323 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $114K as of Q2 2026.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF was a new Bartlett & Co Wealth Management position in Q2 2026.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #599 holding.
  • Bartlett & Co Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2021 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.