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Essex Financial Services’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Essex Financial Services’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 		– Sell
-3,771
Closed -$208K – 854
2026
Q1 		$208K Buy
+3,771
New +$197K 0.01% 744

Other funds holding GUNR

Northern Trust
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
VA
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
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
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Essex Financial Services's GUNR Position: Q2 2026 in Review

Essex Financial Services sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2026, closing a stake of 3,771 shares — an estimated $208K sold.

Essex Financial Services first reported a position in GUNR in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Essex Financial Services reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 3,771 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $208K.
  • Essex Financial Services first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2026 and held it in 1 quarter.
  • Essex Financial Services's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $208K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.