EWA
Etesian Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
52,955
+951
| +2% | +$38.1K | 0.79% | 32 |
|
|
2025
Q1 | $2.02M | Sell |
52,004
-970
| -2% | -$37.6K | 0.87% | 31 |
|
|
2024
Q4 | $1.93M | Buy |
52,974
+4,342
| +9% | +$158K | 0.85% | 26 |
|
|
2024
Q3 | $2.01M | Buy |
48,632
+1,205
| +3% | +$49.7K | 0.91% | 28 |
|
|
2024
Q2 | $1.9M | Buy |
47,427
+3,348
| +8% | +$134K | 1.07% | 25 |
|
|
2024
Q1 | $1.81M | Buy |
44,079
+5,117
| +13% | +$210K | 1.04% | 29 |
|
|
2023
Q4 | $1.6M | Buy |
38,962
+1,948
| +5% | +$80K | 0.96% | 34 |
|
|
2023
Q3 | $1.5M | Buy |
37,014
+7,029
| +23% | +$284K | 1.01% | 33 |
|
|
2023
Q2 | $1.2M | Buy |
29,985
+5,762
| +24% | +$231K | 0.78% | 46 |
|
|
2023
Q1 | $1.02M | Buy |
24,223
+4,714
| +24% | +$199K | 0.68% | 49 |
|
|
2022
Q4 | $848K | Buy |
+19,509
| New | +$848K | 0.62% | 58 |
|