CIBC Private Wealth Group
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CIBC Private Wealth Group’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$65.1K Sell
1,419
-14
-1% -$621 ﹤0.01% 1679
2025
Q3 		$62.7K Buy
1,433
+314
+28% +$13.2K ﹤0.01% 1684
2025
Q2 		$44.9K Sell
1,119
-215
-16% -$8.3K ﹤0.01% 1710
2025
Q1 		$45K Sell
1,334
-644
-33% -$24.6K ﹤0.01% 1662
2024
Q4 		$72.8K Sell
1,978
-210
-10% -$8.28K ﹤0.01% 1534
2024
Q3 		$90.3K Buy
2,188
+990
+83% +$39.7K ﹤0.01% 1528
2024
Q2 		$48.5K Sell
1,198
-3,617
-75% -$151K ﹤0.01% 1690
2024
Q1 		$199K Buy
+4,815
New +$188K ﹤0.01% 1127
2022
Q3 		– Sell
-45
Closed -$2K – 1022
2022
Q2 		$2K Hold
45
– – ﹤0.01% 1143
2022
Q1 		$2K Buy
+45
New +$1.96K ﹤0.01% 1220
2019
Q1 		– Sell
-15,637
Closed -$458K – 939
2018
Q4 		$458K Buy
+15,637
New +$491K ﹤0.01% 701
2018
Q3 		– Sell
-13,295
Closed -$451K – 1266
2018
Q2 		$451K Sell
13,295
-3,461
-21% -$118K ﹤0.01% 796
2018
Q1 		$546K Buy
16,756
+13,356
+393% +$448K ﹤0.01% 767
2017
Q4 		$113K Buy
+3,400
New +$108K ﹤0.01% 1015

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
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

CIBC Private Wealth Group's GUNR Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 0.98% in Q4 2025, selling an estimated $621 and leaving 1,419 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

CIBC Private Wealth Group first reported a position in GUNR in Q4 2017 and has held it in 14 quarters since. The position peaked at $546K in Q1 2018. 281 funds tracked by Wall St. Rank hold GUNR as of Q4 2025.

  • CIBC Private Wealth Group held 1,419 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $65.1K as of Q4 2025.
  • CIBC Private Wealth Group sold 14 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2025, an estimated $621.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1679 holding.
  • CIBC Private Wealth Group first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2017 and has held it in 14 quarters since.
  • CIBC Private Wealth Group's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $546K in Q1 2018.
  • 281 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.