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Brown, Lisle/Cummings’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Brown, Lisle/Cummings’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
-33
Closed -$1.2K – 790
2024
Q4 		$1.2K Hold
33
– – ﹤0.01% 618
2024
Q3 		$1.36K Buy
+33
New +$1.32K ﹤0.01% 587

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
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
NB
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

Brown, Lisle/Cummings's GUNR Position: Q1 2025 in Review

Brown, Lisle/Cummings sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2025, closing a stake of 33 shares — an estimated $1.2K sold.

Brown, Lisle/Cummings first reported a position in GUNR in Q3 2024 and held it in 2 quarters. The position peaked at $1.36K in Q3 2024. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

  • Brown, Lisle/Cummings reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 33 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2025, an estimated $1.2K.
  • Brown, Lisle/Cummings first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2024 and held it in 2 quarters.
  • Brown, Lisle/Cummings's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1.36K 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 Brown, Lisle/Cummings's 13F filing for Q1 2025, filed 22 Apr 2025.