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EP Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

EP Wealth Advisors’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 		$1.08M Buy
19,646
+1,910
+11% +$99.7K 0.01% 625
2025
Q4 		$813K Buy
+17,736
New +$787K ﹤0.01% 676
2025
Q2 		$750K Sell
18,706
-432
-2% -$16.7K ﹤0.01% 641
2025
Q1 		$743K Sell
19,138
-4,680
-20% -$179K 0.01% 570
2024
Q4 		$866K Buy
23,818
+4,948
+26% +$195K 0.01% 543
2024
Q3 		$778K Buy
18,870
+6
+0% +$241 0.01% 561
2024
Q2 		$757K Sell
18,864
-10,010
-35% -$417K 0.01% 438
2024
Q1 		$1.19M Buy
28,874
+10,021
+53% +$392K 0.01% 348
2023
Q4 		$772K Buy
18,853
+9
+0% +$358 0.01% 410
2023
Q3 		$762K Buy
18,844
+1,407
+8% +$57.7K 0.01% 380
2023
Q2 		$755K Buy
17,437
+9,510
+120% +$392K 0.01% 377
2023
Q1 		$282K Sell
7,927
-11,019
-58% -$480K ﹤0.01% 500
2022
Q4 		$824K Buy
18,946
+7
+0% +$297 0.01% 315
2022
Q3 		$712K Buy
18,939
+17
+0.1% +$683 0.02% 259
2022
Q2 		$751K Sell
18,922
-435
-2% -$19.7K 0.02% 302
2022
Q1 		$907K Buy
19,357
+8
+0% +$348 0.02% 290
2021
Q4 		$764K Buy
19,349
+12
+0.1% +$464 0.02% 290
2021
Q3 		$708K Sell
19,337
-9,175
-32% -$342K 0.02% 278
2021
Q2 		$1.09M Buy
28,512
+124
+0.4% +$4.8K 0.03% 240
2021
Q1 		$1.03M Sell
28,388
-3,437
-11% -$122K 0.03% 223
2020
Q4 		$1.04M Sell
31,825
-154,634
-83% -$4.66M 0.04% 184
2020
Q3 		$5.18M Buy
+186,459
New +$5.43M 0.22% 63
2019
Q3 		– Sell
-6,650
Closed -$220K – 362
2019
Q2 		$220K Buy
+6,650
New +$215K 0.01% 283

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EW
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
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
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

EP Wealth Advisors's GUNR Position: Q1 2026 in Review

EP Wealth Advisors increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 11% in Q1 2026, buying an estimated $99.7K and bringing the position to 19,646 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #625.

EP Wealth Advisors first reported a position in GUNR in Q2 2019 and has held it in 23 quarters since. The position peaked at $5.18M in Q3 2020. 298 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

  • EP Wealth Advisors held 19,646 shares of FlexShares Global Upstream Natural Resources Index Fund worth $1.08M as of Q1 2026.
  • EP Wealth Advisors bought 1,910 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $99.7K.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #625 holding.
  • EP Wealth Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2019 and has held it in 23 quarters since.
  • EP Wealth Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $5.18M in Q3 2020.
  • 298 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.