CFG
GUNR icon

Carter Financial Group’s Northern Trust Morningstar Global Upstream Natural Resources ETF 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

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.14B AUM 24.79% 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

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

Carter Financial Group increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (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. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

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

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