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Clune & Associates’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Clune & Associates’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 		$1.02M Buy
20,639
+71
+0.3% +$3.82K 0.15% 80
2026
Q1 		$1.13M Sell
20,568
-1,319
-6% -$68.8K 0.21% 81
2025
Q4 		$1M Buy
21,887
+3,260
+18% +$145K 0.22% 92
2025
Q3 		$816K Buy
18,627
+608
+3% +$25.5K 0.2% 93
2025
Q2 		$723K Buy
18,019
+325
+2% +$12.5K 0.2% 93
2025
Q1 		$687K Buy
17,694
+135
+0.8% +$5.15K 0.21% 88
2024
Q4 		$638K Buy
+17,559
New +$693K 0.21% 90

Other funds holding GUNR

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
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
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
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Clune & Associates's GUNR Position: Q2 2026 in Review

Clune & Associates increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 0.35% in Q2 2026, buying an estimated $3.82K and bringing the position to 20,639 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #80.

Clune & Associates first reported a position in GUNR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q1 2026. 60 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Clune & Associates held 20,639 shares of FlexShares Global Upstream Natural Resources Index Fund worth $1.02M as of Q2 2026.
  • Clune & Associates bought 71 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2026, an estimated $3.82K.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.15% of Clune & Associates's portfolio in Q2 2026, its #80 holding.
  • Clune & Associates first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.13M in Q1 2026.
  • 60 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.