Corient Private Wealth
GUNR icon

Corient Private Wealth’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Corient Private Wealth’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
Q1 		$2.15M Sell
39,040
-38,548
-50% -$2.01M ﹤0.01% 1229
2025
Q4 		$3.56M Buy
77,588
+53,549
+223% +$2.38M ﹤0.01% 1228
2025
Q3 		$1.05M Sell
24,039
-18,887
-44% -$792K ﹤0.01% 1404
2025
Q2 		$1.72M Sell
42,926
-78,926
-65% -$3.05M ﹤0.01% 1102
2025
Q1 		$4.73M Buy
121,852
+4,489
+4% +$171K 0.01% 699
2024
Q4 		$4.27M Buy
117,363
+374
+0.3% +$14.8K 0.01% 747
2024
Q3 		$4.83M Buy
116,989
+831
+0.7% +$33.4K 0.01% 758
2024
Q2 		$4.66M Buy
116,158
+73,802
+174% +$3.07M 0.01% 726
2024
Q1 		$1.74M Sell
42,356
-887
-2% -$34.7K ﹤0.01% 1085
2023
Q4 		$1.77M Buy
43,243
+537
+1% +$21.4K ﹤0.01% 1060
2023
Q3 		$1.73M Buy
42,706
+2,323
+6% +$95.3K ﹤0.01% 970
2023
Q2 		$1.62M Buy
40,383
+14,783
+58% +$610K ﹤0.01% 971
2023
Q1 		$1.08M Buy
25,600
+11,684
+84% +$509K ﹤0.01% 1058
2022
Q4 		$605K Buy
+13,916
New +$590K ﹤0.01% 1083

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
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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Corient Private Wealth's GUNR Position: Q1 2026 in Review

Corient Private Wealth reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 50% in Q1 2026, selling an estimated $2.01M and leaving 39,040 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Corient Private Wealth first reported a position in GUNR in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.83M in Q3 2024. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

  • Corient Private Wealth held 39,040 shares of FlexShares Global Upstream Natural Resources Index Fund worth $2.15M as of Q1 2026.
  • Corient Private Wealth sold 38,548 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $2.01M.
  • FlexShares Global Upstream Natural Resources Index Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1229 holding.
  • Corient Private Wealth first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's FlexShares Global Upstream Natural Resources Index Fund position peaked at $4.83M in Q3 2024.
  • 297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.