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Cedar Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Cedar Wealth 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
2025
Q4 		– Sell
-5,505
Closed -$241K – 243
2025
Q3 		$241K Sell
5,505
-5,504
-50% -$231K 0.07% 79
2025
Q2 		$442K Sell
11,009
-5,504
-33% -$213K 0.15% 50
2025
Q1 		$641K Sell
16,513
-5,504
-25% -$210K 0.23% 38
2024
Q4 		$801K Hold
22,017
– – 0.29% 33
2024
Q3 		$908K Hold
22,017
– – 0.28% 46
2024
Q2 		$884K Hold
22,017
– – 0.29% 48
2024
Q1 		$904K Hold
22,017
– – 0.3% 43
2023
Q4 		$902K Hold
22,017
– – 0.33% 42
2023
Q3 		$890K Hold
22,017
– – 0.35% 38
2023
Q2 		$882K Hold
22,017
– – 0.34% 37
2023
Q1 		$931K Buy
+22,017
New +$960K 0.38% 35
2022
Q4 		– Sell
-22,017
Closed -$828K – 318
2022
Q3 		$828K Hold
22,017
– – 0.41% 41
2022
Q2 		$873K Hold
22,017
– – 0.4% 43
2022
Q1 		$1.03M Hold
22,017
– – 0.42% 41
2021
Q4 		$869K Hold
22,017
– – 0.35% 55
2021
Q3 		$806K Hold
22,017
– – 0.36% 52
2021
Q2 		$843K Sell
22,017
-2
-0% -$77 0.38% 52
2021
Q1 		$797K Buy
22,019
+147
+0.7% +$5.23K 0.4% 48
2020
Q4 		$712K Buy
21,872
+129
+0.6% +$3.88K 0.38% 45
2020
Q3 		$604K Buy
21,743
+209
+1% +$6.09K 0.38% 39
2020
Q2 		$595K Buy
21,534
+143
+0.7% +$3.75K 0.4% 39
2020
Q1 		$482K Buy
21,391
+257
+1% +$7.43K 0.33% 39
2019
Q4 		$709K Sell
21,134
-2,569
-11% -$81.8K 0.42% 26
2019
Q3 		$738K Buy
23,703
+193
+0.8% +$6.12K 0.49% 18
2019
Q2 		$776K Buy
23,510
+186
+0.8% +$6.02K 0.5% 19
2019
Q1 		$764K Sell
23,324
-33,972
-59% -$1.08M 0.48% 17
2018
Q4 		$1.68M Hold
57,296
– – 1.21% 9
2018
Q3 		$1.94M Buy
57,296
+174
+0.3% +$5.8K 1.02% 8
2018
Q2 		$1.94M Buy
57,122
+268
+0.5% +$9.15K 1.09% 8
2018
Q1 		$1.85M Sell
56,854
-6,986
-11% -$234K 1.15% 8
2017
Q4 		$2.13M Sell
63,840
-95,830
-60% -$3.06M 1.27% 7
2017
Q3 		$4.97M Hold
159,670
– – 2.95% 6
2017
Q2 		$4.56M Hold
159,670
– – 2.97% 6
2017
Q1 		$4.7M Sell
159,670
-925
-0.6% -$27.5K 2.88% 6
2016
Q4 		$4.6M Sell
160,595
-43,783
-21% -$1.22M 3.15% 6
2016
Q3 		$5.63M Buy
204,378
+220
+0.1% +$5.97K 3.86% 5
2016
Q2 		$5.38M Buy
204,158
+4,264
+2% +$109K 3.44% 5
2016
Q1 		$4.84M Buy
199,894
+12,125
+6% +$269K 3.33% 5
2015
Q4 		$4.18M Buy
+187,769
New +$4.62M 3.54% 5

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
AF
Align Financial Hermantown, Minnesota $176M AUM
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Cedar Wealth Management's GUNR Position: Q4 2025 in Review

Cedar Wealth Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2025, closing a stake of 5,505 shares — an estimated $241K sold.

Cedar Wealth Management first reported a position in GUNR in Q4 2015 and held it in 39 quarters. The position peaked at $5.63M in Q3 2016. 280 funds tracked by Wall St. Rank hold GUNR as of Q4 2025.

  • Cedar Wealth Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2025 after selling out during the quarter.
  • Cedar Wealth Management sold 5,505 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2025, an estimated $241K.
  • Cedar Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2015 and held it in 39 quarters.
  • Cedar Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $5.63M in Q3 2016.
  • 280 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2025.

Based on Cedar Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.