Beam Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Beam Wealth Advisors’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	$877K	Sell	17,788 -1,526	-8%	-$82.1K	0.19%	78
2026 Q1	$1.07M	Sell	19,314 -47	-0.2%	-$2.45K	0.27%	67
2025 Q4	$888K	Sell	19,361 -2,071	-10%	-$91.9K	0.24%	75
2025 Q3	$938K	Buy	21,432 +356	+2%	+$14.9K	0.26%	76
2025 Q2	$845K	Buy	21,076 +113	+0.5%	+$4.36K	0.25%	79
2025 Q1	$814K	Hold	20,963	–	–	0.27%	73
2024 Q4	$762K	Buy	20,963 +1,690	+9%	+$66.7K	0.24%	77
2024 Q3	$795K	Sell	19,273 -1,056	-5%	-$42.4K	0.24%	75
2024 Q2	$816K	Buy	+20,329	New	+$846K	0.27%	66

Other funds holding GUNR

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 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

NBT Bank Norwich, New York $1.51B AUM 24.9% 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

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

PFA

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

Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

LNB

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

Beam Wealth Advisors's GUNR Position: Q2 2026 in Review

Beam Wealth Advisors reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 7.9% in Q2 2026, selling an estimated $82.1K and leaving 17,788 shares worth $877K. The position accounts for 0.19% of the portfolio, ranked #78.

Beam Wealth Advisors first reported a position in GUNR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q1 2026. 127 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Beam Wealth Advisors held 17,788 shares of FlexShares Global Upstream Natural Resources Index Fund worth $877K as of Q2 2026.
Beam Wealth Advisors sold 1,526 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2026, an estimated $82.1K.
FlexShares Global Upstream Natural Resources Index Fund made up 0.19% of Beam Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Beam Wealth Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2024 and has held it in 9 quarters since.
Beam Wealth Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.07M in Q1 2026.
127 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

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