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Brio Consultants’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Brio Consultants’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
Q1 		$9.26M Sell
168,240
-15,741
-9% -$821K 1.13% 20
2025
Q4 		$8.44M Buy
183,981
+10,029
+6% +$445K 1.1% 21
2025
Q3 		$7.62M Buy
173,952
+5,464
+3% +$229K 1.05% 23
2025
Q2 		$6.76M Buy
168,488
+3,233
+2% +$125K 0.99% 24
2025
Q1 		$6.41M Buy
165,255
+8,077
+5% +$308K 1.01% 24
2024
Q4 		$5.71M Sell
157,178
-6,279
-4% -$248K 0.89% 27
2024
Q3 		$6.74M Buy
163,457
+679
+0.4% +$27.3K 1.07% 21
2024
Q2 		$6.53M Buy
162,778
+1,140
+0.7% +$47.5K 1.08% 25
2024
Q1 		$6.64M Buy
161,638
+4,223
+3% +$165K 1.12% 22
2023
Q4 		$6.45M Buy
157,415
+4,073
+3% +$162K 1.14% 22
2023
Q3 		$6.2M Buy
153,342
+910
+0.6% +$37.3K 1.16% 20
2023
Q2 		$6.11M Sell
152,432
-55,559
-27% -$2.29M 1.1% 25
2023
Q1 		$8.8M Buy
207,991
+8,278
+4% +$361K 1.63% 20
2022
Q4 		$8.68M Buy
199,713
+9,246
+5% +$392K 1.73% 19
2022
Q3 		$7.7M Buy
190,467
+5,749
+3% +$231K 1.63% 19
2022
Q2 		$6.99M Buy
+184,718
New +$8.35M 1.59% 20

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.02B AUM 19.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Brio Consultants's GUNR Position: Q1 2026 in Review

Brio Consultants reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 8.6% in Q1 2026, selling an estimated $821K and leaving 168,240 shares worth $9.26M. The position accounts for 1.13% of the portfolio, ranked #20.

Brio Consultants first reported a position in GUNR in Q2 2022 and has held it in 16 quarters since. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

  • Brio Consultants held 168,240 shares of FlexShares Global Upstream Natural Resources Index Fund worth $9.26M as of Q1 2026.
  • Brio Consultants sold 15,741 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $821K.
  • FlexShares Global Upstream Natural Resources Index Fund made up 1.13% of Brio Consultants's portfolio in Q1 2026, its #20 holding.
  • Brio Consultants first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2022 and has held it in 16 quarters since.
  • 297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.