CFG
GUNR icon

Carter Financial Group’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Carter Financial Group’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 		$251K Buy
5,100
+34
+0.7% +$1.83K 0.13% 106
2026
Q1 		$279K Buy
5,066
+203
+4% +$10.6K 0.17% 95
2025
Q4 		$223K Sell
4,863
-217
-4% -$9.63K 0.13% 108
2025
Q3 		$222K Buy
5,080
+87
+2% +$3.65K 0.13% 106
2025
Q2 		$200K Buy
+4,993
New +$193K 0.13% 107

Other funds holding GUNR

FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 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
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

Carter Financial Group's GUNR Position: Q2 2026 in Review

Carter Financial Group increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 0.67% in Q2 2026, buying an estimated $1.83K and bringing the position to 5,100 shares worth $251K. The position accounts for 0.13% of the portfolio, ranked #106.

Carter Financial Group first reported a position in GUNR in Q2 2025 and has held it in 5 quarters since. The position peaked at $279K in Q1 2026. 134 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Carter Financial Group held 5,100 shares of FlexShares Global Upstream Natural Resources Index Fund worth $251K as of Q2 2026.
  • Carter Financial Group bought 34 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2026, an estimated $1.83K.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.13% of Carter Financial Group's portfolio in Q2 2026, its #106 holding.
  • Carter Financial Group first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's FlexShares Global Upstream Natural Resources Index Fund position peaked at $279K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.