Creative Financial Designs’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Creative Financial Designs’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	$7.83K	Buy	142 +128	+914%	+$6.68K	﹤0.01%	1476
2025 Q4	$642	Buy	14 +7	+100%	+$311	﹤0.01%	1881
2025 Q3	$306	Hold	7	–	–	﹤0.01%	1952
2025 Q2	$281	Buy	+7	New	+$270	﹤0.01%	1922
2018 Q1	–	Sell	-287	Closed	-$10K	–	722
2017 Q4	$10K	Buy	+287	New	+$9.15K	0.01%	406

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.02B AUM 19.74% 1-Year Est. Return

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

Creative Financial Designs's GUNR Position: Q1 2026 in Review

Creative Financial Designs increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 914% in Q1 2026, buying an estimated $6.68K and bringing the position to 142 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Creative Financial Designs first reported a position in GUNR in Q4 2017 and has held it in 5 quarters since. The position peaked at $10K in Q4 2017. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Creative Financial Designs held 142 shares of FlexShares Global Upstream Natural Resources Index Fund worth $7.83K as of Q1 2026.
Creative Financial Designs bought 128 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $6.68K.
FlexShares Global Upstream Natural Resources Index Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1476 holding.
Creative Financial Designs first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2017 and has held it in 5 quarters since.
Creative Financial Designs's FlexShares Global Upstream Natural Resources Index Fund position peaked at $10K in Q4 2017.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.