Betterment LLC’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,795
Closed -$303K 499
2025
Q1
$303K Buy
7,795
+566
+8% +$22K ﹤0.01% 402
2024
Q4
$263K Buy
7,229
+1,971
+37% +$71.7K ﹤0.01% 405
2024
Q3
$217K Buy
+5,258
New +$217K ﹤0.01% 413
2023
Q3
Sell
-6,844
Closed -$274K 297
2023
Q2
$274K Buy
6,844
+1,710
+33% +$68.5K ﹤0.01% 257
2023
Q1
$217K Buy
+5,134
New +$217K ﹤0.01% 257