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Birchwood Financial Partners’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Birchwood Financial Partners’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 		$8.62K Hold
175
– – 0.01% 291
2026
Q1 		$9.65K Sell
175
-175
-50% -$9.13K 0.01% 277
2025
Q4 		$16K Buy
+350
New +$15.5K 0.02% 246

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

Birchwood Financial Partners's GUNR Position: Q2 2026 in Review

Birchwood Financial Partners held its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) position steady in Q2 2026 at 175 shares worth $8.62K. The position accounts for 0.01% of the portfolio, ranked #291.

Birchwood Financial Partners first reported a position in GUNR in Q4 2025 and has held it in 3 quarters since. The position peaked at $16K in Q4 2025. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Birchwood Financial Partners held 175 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $8.62K as of Q2 2026.
  • Birchwood Financial Partners 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 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #291 holding.
  • Birchwood Financial Partners first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $16K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.