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Boltwood Capital Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Boltwood Capital 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
2026
Q2 		$6.93M Buy
140,613
+11,377
+9% +$612K 1.59% 16
2026
Q1 		$7.13M Buy
129,236
+13,533
+12% +$706K 1.82% 14
2025
Q4 		$5.3M Sell
115,703
-1,494
-1% -$66.3K 1.38% 19
2025
Q3 		$5.13M Sell
117,197
-1,486
-1% -$62.3K 1.37% 20
2025
Q2 		$4.76M Sell
118,683
-13,289
-10% -$513K 1.35% 20
2025
Q1 		$5.12M Sell
131,972
-43,930
-25% -$1.68M 1.56% 17
2024
Q4 		$6.4M Buy
175,902
+10,606
+6% +$418K 1.95% 12
2024
Q3 		$6.82M Buy
165,296
+7,834
+5% +$314K 2.02% 12
2024
Q2 		$6.32M Buy
157,462
+1,017
+0.7% +$42.3K 1.97% 12
2024
Q1 		$6.43M Sell
156,445
-637
-0.4% -$24.9K 1.99% 11
2023
Q4 		$6.43M Buy
157,082
+15,105
+11% +$601K 2.13% 10
2023
Q3 		$5.74M Buy
141,977
+8,754
+7% +$359K 2.13% 9
2023
Q2 		$5.34M Buy
133,223
+7,808
+6% +$322K 1.93% 12
2023
Q1 		$5.3M Buy
125,415
+7,732
+7% +$337K 1.98% 12
2022
Q4 		$5.12M Buy
117,683
+6,891
+6% +$292K 2.08% 11
2022
Q3 		$4.17M Buy
110,792
+14,235
+15% +$572K 1.91% 12
2022
Q2 		$3.83M Sell
96,557
-788
-0.8% -$35.6K 1.66% 14
2022
Q1 		$4.56M Buy
97,345
+1,564
+2% +$68.1K 1.76% 11
2021
Q4 		$3.78M Buy
95,781
+8,350
+10% +$323K 1.4% 19
2021
Q3 		$3.2M Buy
87,431
+21,978
+34% +$819K 1.29% 20
2021
Q2 		$2.51M Buy
65,453
+4,953
+8% +$192K 1.04% 29
2021
Q1 		$2.19M Buy
60,500
+5,690
+10% +$202K 0.97% 29
2020
Q4 		$1.78M Buy
54,810
+12,060
+28% +$363K 0.87% 41
2020
Q3 		$1.19M Buy
42,750
+27,815
+186% +$810K 0.66% 48
2020
Q2 		$413K Buy
+14,935
New +$392K 0.25% 95

Other funds holding GUNR

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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Boltwood Capital Management's GUNR Position: Q2 2026 in Review

Boltwood Capital Management increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 8.8% in Q2 2026, buying an estimated $612K and bringing the position to 140,613 shares worth $6.93M. The position accounts for 1.59% of the portfolio, ranked #16.

Boltwood Capital Management first reported a position in GUNR in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.13M in Q1 2026. 46 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Boltwood Capital Management held 140,613 shares of FlexShares Global Upstream Natural Resources Index Fund worth $6.93M as of Q2 2026.
  • Boltwood Capital Management bought 11,377 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2026, an estimated $612K.
  • FlexShares Global Upstream Natural Resources Index Fund made up 1.59% of Boltwood Capital Management's portfolio in Q2 2026, its #16 holding.
  • Boltwood Capital Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2020 and has held it in 25 quarters since.
  • Boltwood Capital Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $7.13M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.