Essex Savings Bank’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Essex Savings Bank’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	$249K	Sell	5,050 -109	-2%	-$5.86K	0.05%	270
2026 Q1	$285K	Sell	5,159 -378	-7%	-$19.7K	0.06%	230
2025 Q4	$254K	Sell	5,537 -289	-5%	-$12.8K	0.06%	259
2025 Q3	$255K	Sell	5,826 -185	-3%	-$7.76K	0.06%	260
2025 Q2	$241K	Sell	6,011 -9	-0.1%	-$348	0.06%	262
2025 Q1	$234K	Sell	6,020 -351	-6%	-$13.4K	0.06%	260
2024 Q4	$232K	Buy	+6,371	New	+$251K	0.06%	257
2022 Q3	–	Sell	-7,087	Closed	-$281K	–	213
2022 Q2	$281K	Buy	+7,087	New	+$320K	0.11%	165

Other funds holding GUNR

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

Essex Savings Bank's GUNR Position: Q2 2026 in Review

Essex Savings Bank reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 2.1% in Q2 2026, selling an estimated $5.86K and leaving 5,050 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #270.

Essex Savings Bank first reported a position in GUNR in Q2 2022 and has held it in 8 quarters since. The position peaked at $285K in Q1 2026. 182 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Essex Savings Bank held 5,050 shares of FlexShares Global Upstream Natural Resources Index Fund worth $249K as of Q2 2026.
Essex Savings Bank sold 109 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2026, an estimated $5.86K.
FlexShares Global Upstream Natural Resources Index Fund made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #270 holding.
Essex Savings Bank first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2022 and has held it in 8 quarters since.
Essex Savings Bank's FlexShares Global Upstream Natural Resources Index Fund position peaked at $285K in Q1 2026.
182 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.