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

Ergawealth 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
2023
Q2 		– Sell
-5,588
Closed -$236K – 50
2023
Q1 		$236K Buy
+5,588
New +$244K 0.19% 40

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EW
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CFB
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return

Ergawealth Advisors's GUNR Position: Q2 2023 in Review

Ergawealth Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2023, closing a stake of 5,588 shares — an estimated $236K sold.

Ergawealth Advisors first reported a position in GUNR in Q1 2023 and held it in 1 quarter. The position peaked at $236K in Q1 2023. 287 funds tracked by Wall St. Rank hold GUNR as of Q2 2023.

  • Ergawealth Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2023 after selling out during the quarter.
  • Ergawealth Advisors sold 5,588 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2023, an estimated $236K.
  • Ergawealth Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2023 and held it in 1 quarter.
  • Ergawealth Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $236K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2023.

Based on Ergawealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.