Envestnet Portfolio Solutions’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Envestnet Portfolio Solutions’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	$8.29M	Sell	168,164 -2,399	-1%	-$129K	0.04%	249
2026 Q1	$9.41M	Sell	170,563 -34,425	-17%	-$1.8M	0.05%	196
2025 Q4	$9.4M	Sell	204,988 -5,748	-3%	-$255K	0.03%	252
2025 Q3	$9.23M	Sell	210,736 -15,853	-7%	-$665K	0.03%	243
2025 Q2	$9.09M	Sell	226,589 -8,132	-3%	-$314K	0.03%	242
2025 Q1	$9.11M	Buy	234,721 +3,928	+2%	+$150K	0.03%	246
2024 Q4	$8.39M	Sell	230,793 -6,035	-3%	-$238K	0.03%	279
2024 Q3	$9.77M	Sell	236,828 -13,544	-5%	-$544K	0.03%	249
2024 Q2	$10M	Sell	250,372 -5,285	-2%	-$220K	0.04%	232
2024 Q1	$10.5M	Buy	255,657 +17,461	+7%	+$683K	0.04%	223
2023 Q4	$9.75M	Sell	238,196 -15,619	-6%	-$622K	0.04%	214
2023 Q3	$10.3M	Buy	+253,815	New	+$10.4M	0.05%	186

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

Envestnet Portfolio Solutions's GUNR Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 1.4% in Q2 2026, selling an estimated $129K and leaving 168,164 shares worth $8.29M. The position accounts for 0.04% of the portfolio, ranked #249.

Envestnet Portfolio Solutions first reported a position in GUNR in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q1 2024. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Envestnet Portfolio Solutions held 168,164 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $8.29M as of Q2 2026.
Envestnet Portfolio Solutions sold 2,399 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $129K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #249 holding.
Envestnet Portfolio Solutions first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $10.5M in Q1 2024.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.