Betterment LLC’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Betterment LLC’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	$206K	Buy	4,183 +379	+10%	+$20.4K	﹤0.01%	662
2026 Q1	$210K	Buy	+3,804	New	+$198K	﹤0.01%	603
2025 Q2	–	Sell	-7,795	Closed	-$303K	–	499
2025 Q1	$303K	Buy	7,795 +566	+8%	+$21.6K	﹤0.01%	402
2024 Q4	$263K	Buy	7,229 +1,971	+37%	+$77.7K	﹤0.01%	405
2024 Q3	$217K	Buy	+5,258	New	+$211K	﹤0.01%	413
2023 Q3	–	Sell	-6,844	Closed	-$274K	–	297
2023 Q2	$274K	Buy	6,844 +1,710	+33%	+$70.6K	﹤0.01%	257
2023 Q1	$217K	Buy	+5,134	New	+$224K	﹤0.01%	257

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

Betterment LLC's GUNR Position: Q2 2026 in Review

Betterment LLC increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 10% in Q2 2026, buying an estimated $20.4K and bringing the position to 4,183 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Betterment LLC first reported a position in GUNR in Q1 2023 and has held it in 7 quarters since. The position peaked at $303K in Q1 2025. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Betterment LLC held 4,183 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $206K as of Q2 2026.
Betterment LLC bought 379 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $20.4K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #662 holding.
Betterment LLC first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2023 and has held it in 7 quarters since.
Betterment LLC's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $303K in Q1 2025.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.