Bedel Financial Consulting’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Bedel Financial Consulting’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	$204K	Hold	4,133	–	–	0.02%	303
2026 Q1	$228K	Buy	+4,133	New	+$216K	0.03%	276
2022 Q2	–	Sell	-4,133	Closed	-$194K	–	466
2022 Q1	$194K	Hold	4,133	–	–	0.06%	185
2021 Q4	$163K	Hold	4,133	–	–	0.05%	212
2021 Q3	$151K	Hold	4,133	–	–	0.05%	213
2021 Q2	$158K	Hold	4,133	–	–	0.06%	206
2021 Q1	$150K	Hold	4,133	–	–	0.06%	205
2020 Q4	$134K	Hold	4,133	–	–	0.06%	189
2020 Q3	$115K	Hold	4,133	–	–	0.06%	192
2020 Q2	$114K	Hold	4,133	–	–	0.06%	181
2020 Q1	$93K	Hold	4,133	–	–	0.06%	188
2019 Q4	$139K	Buy	4,133 +828	+25%	+$26.4K	0.08%	177
2019 Q3	$103K	Buy	+3,305	New	+$105K	0.06%	198

Other funds holding GUNR

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

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 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

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Bedel Financial Consulting's GUNR Position: Q2 2026 in Review

Bedel Financial Consulting held its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) position steady in Q2 2026 at 4,133 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #303.

Bedel Financial Consulting first reported a position in GUNR in Q3 2019 and has held it in 13 quarters since. The position peaked at $228K in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Bedel Financial Consulting held 4,133 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $204K as of Q2 2026.
Bedel Financial Consulting left its Northern Trust Morningstar Global Upstream Natural Resources ETF share count unchanged in Q2 2026.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #303 holding.
Bedel Financial Consulting first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2019 and has held it in 13 quarters since.
Bedel Financial Consulting's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $228K in Q1 2026.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.