EP Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
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|
2025
Q1 | $743K | Sell |
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|
2024
Q4 | $866K | Buy |
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|
2024
Q3 | $778K | Buy |
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|
2024
Q2 | $757K | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $772K | Buy |
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|
2023
Q3 | $762K | Buy |
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|
2023
Q2 | $755K | Buy |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $824K | Buy |
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|
2022
Q3 | $712K | Buy |
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|
2022
Q2 | $751K | Sell |
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|
2022
Q1 | $907K | Buy |
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|
2021
Q4 | $764K | Buy |
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|
2021
Q3 | $708K | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $5.18M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $220K | Buy |
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