Black Point Wealth Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Black Point Wealth Management’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
2025 Q1	–	Sell	-32,524	Closed	-$1.18M	–	27
2024 Q4	$1.18M	Buy	32,524 +1,676	+5%	+$66.1K	1.37%	11
2024 Q3	$1.27M	Buy	30,848 +677	+2%	+$27.2K	1.47%	9
2024 Q2	$1.21M	Buy	+30,171	New	+$1.26M	1.25%	9

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Black Point Wealth Management's GUNR Position: Q1 2025 in Review

Black Point Wealth Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2025, closing a stake of 32,524 shares — an estimated $1.18M sold.

Black Point Wealth Management first reported a position in GUNR in Q2 2024 and held it in 3 quarters. The position peaked at $1.27M in Q3 2024. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

Black Point Wealth Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
Black Point Wealth Management sold 32,524 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2025, an estimated $1.18M.
Black Point Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2024 and held it in 3 quarters.
Black Point Wealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1.27M in Q3 2024.
262 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.