Custos Family Office’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Custos Family Office’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	–	Sell	-17,870	Closed	-$782K	–	63
2025 Q3	$782K	Hold	17,870	–	–	0.44%	23
2025 Q2	$717K	Hold	17,870	–	–	0.23%	39
2025 Q1	$694K	Hold	17,870	–	–	0.25%	36
2024 Q4	$650K	Hold	17,870	–	–	0.23%	38
2024 Q3	$737K	Hold	17,870	–	–	0.27%	36
2024 Q2	$717K	Hold	17,870	–	–	0.29%	34
2024 Q1	$734K	Hold	17,870	–	–	0.38%	23
2023 Q4	$732K	Hold	17,870	–	–	0.38%	24
2023 Q3	$723K	Hold	17,870	–	–	0.49%	18
2023 Q2	$716K	Sell	17,870 -80	-0.4%	-$3.3K	0.46%	18
2023 Q1	$759K	Hold	17,950	–	–	0.53%	18
2022 Q4	$780K	Buy	17,950 +4,500	+33%	+$191K	0.62%	22
2022 Q3	$506K	Buy	+13,450	New	+$541K	0.49%	14

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Custos Family Office's GUNR Position: Q4 2025 in Review

Custos Family Office sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2025, closing a stake of 17,870 shares — an estimated $782K sold.

Custos Family Office first reported a position in GUNR in Q3 2022 and held it in 13 quarters. The position peaked at $782K in Q3 2025. 281 funds tracked by Wall St. Rank hold GUNR as of Q4 2025.

Custos Family Office reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2025 after selling out during the quarter.
Custos Family Office sold 17,870 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2025, an estimated $782K.
Custos Family Office first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2022 and held it in 13 quarters.
Custos Family Office's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $782K in Q3 2025.
281 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.