Black Point Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund 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 $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moller Wealth Partners $507M AUM 18.02% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return