Dogwood Wealth Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Dogwood Wealth Management’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	–	Sell	-103	Closed	-$5.68K	–	881
2026 Q1	$5.68K	Hold	103	–	–	﹤0.01%	449
2025 Q4	$4.72K	Hold	103	–	–	﹤0.01%	429
2025 Q3	$4.51K	Hold	103	–	–	﹤0.01%	414
2025 Q2	$4.2K	Hold	103	–	–	﹤0.01%	493
2025 Q1	$4K	Hold	103	–	–	﹤0.01%	261
2024 Q4	$3.75K	Hold	103	–	–	﹤0.01%	215
2024 Q3	$4.25K	Sell	103 -1	-1%	-$40	﹤0.01%	171
2024 Q2	$4.16K	Buy	104 +1	+1%	+$42	﹤0.01%	199
2024 Q1	$4.21K	Buy	103 +1	+1%	+$39	﹤0.01%	205
2023 Q4	$4.18K	Buy	+102	New	+$4.06K	﹤0.01%	185

Other funds holding GUNR

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Dogwood Wealth Management's GUNR Position: Q2 2026 in Review

Dogwood Wealth Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2026, closing a stake of 103 shares — an estimated $5.68K sold.

Dogwood Wealth Management first reported a position in GUNR in Q4 2023 and held it in 10 quarters. The position peaked at $5.68K in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Dogwood Wealth Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
Dogwood Wealth Management sold 103 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $5.68K.
Dogwood Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2023 and held it in 10 quarters.
Dogwood Wealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $5.68K in Q1 2026.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.