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Cornerstone Planning Group’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Cornerstone Planning 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 		$11.5K Sell
218
-1
-0.5% -$54 ﹤0.01% 850
2026
Q1 		$12K Buy
219
+146
+200% +$7.62K ﹤0.01% 843
2025
Q4 		$3.83K Hold
73
– – ﹤0.01% 1045
2025
Q3 		$3.17K Buy
73
+45
+161% +$1.89K ﹤0.01% 1063
2025
Q2 		$1.13K Buy
28
+1
+4% +$39 ﹤0.01% 1086
2025
Q1 		$1.03K Sell
27
-48
-64% -$1.83K ﹤0.01% 1125
2024
Q4 		$2.87K Hold
75
– – ﹤0.01% 700
2024
Q3 		$2.99K Buy
75
+1
+1% +$40 ﹤0.01% 686
2024
Q2 		$2.85K Buy
+74
New +$3.08K ﹤0.01% 691
2022
Q4 		$2.06K Buy
+45
New +$1.91K ﹤0.01% 1173

Other funds holding GUNR

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Cornerstone Planning Group's GUNR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 0.46% in Q2 2026, selling an estimated $54 and leaving 218 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Cornerstone Planning Group first reported a position in GUNR in Q4 2022 and has held it in 10 quarters since. The position peaked at $12K in Q1 2026. 196 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Cornerstone Planning Group held 218 shares of FlexShares Global Upstream Natural Resources Index Fund worth $11.5K as of Q2 2026.
  • Cornerstone Planning Group sold 1 FlexShares Global Upstream Natural Resources Index Fund share in Q2 2026, an estimated $54.
  • FlexShares Global Upstream Natural Resources Index Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #850 holding.
  • Cornerstone Planning Group first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2022 and has held it in 10 quarters since.
  • Cornerstone Planning Group's FlexShares Global Upstream Natural Resources Index Fund position peaked at $12K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.