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Equitable Trust’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Equitable Trust’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
Q2 		– Sell
-14,334
Closed -$556K – 450
2025
Q1 		$556K Hold
14,334
– – 0.03% 293
2024
Q4 		$521K Sell
14,334
-118,937
-89% -$4.69M 0.03% 311
2024
Q3 		$5.5M Sell
133,271
-63,403
-32% -$2.54M 0.35% 63
2024
Q2 		$7.89M Sell
196,674
-78,376
-28% -$3.26M 0.54% 38
2024
Q1 		$11.3M Sell
275,050
-109,586
-28% -$4.29M 0.78% 25
2023
Q4 		$15.8M Sell
384,636
-512,551
-57% -$20.4M 1.18% 24
2023
Q3 		$36.3M Sell
897,187
-193,921
-18% -$7.95M 3% 5
2023
Q2 		$43.7M Sell
1,091,108
-51,409
-4% -$2.12M 3.34% 3
2023
Q1 		$48.3M Buy
1,142,517
+317,414
+38% +$13.8M 3.81% 3
2022
Q4 		$35.9M Buy
825,103
+233,373
+39% +$9.9M 2.83% 4
2022
Q3 		$22.2M Sell
591,730
-62,767
-10% -$2.52M 1.85% 13
2022
Q2 		$26M Buy
654,497
+72,812
+13% +$3.29M 1.93% 11
2022
Q1 		$27.2M Buy
581,685
+317,071
+120% +$13.8M 1.75% 14
2021
Q4 		$10.4M Buy
+264,614
New +$10.2M 0.65% 41

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
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 $1.78B AUM 13.62% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Equitable Trust's GUNR Position: Q2 2025 in Review

Equitable Trust sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2025, closing a stake of 14,334 shares — an estimated $556K sold.

Equitable Trust first reported a position in GUNR in Q4 2021 and held it in 14 quarters. The position peaked at $48.3M in Q1 2023. 268 funds tracked by Wall St. Rank hold GUNR as of Q2 2025.

  • Equitable Trust reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2025 after selling out during the quarter.
  • Equitable Trust sold 14,334 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2025, an estimated $556K.
  • Equitable Trust first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2021 and held it in 14 quarters.
  • Equitable Trust's FlexShares Global Upstream Natural Resources Index Fund position peaked at $48.3M in Q1 2023.
  • 268 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2025.

Based on Equitable Trust's 13F filing for Q2 2025, filed 23 Jul 2025.