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Etesian Wealth Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Etesian Wealth 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
2026
Q2 		$1.95M Buy
39,626
+52
+0.1% +$2.8K 0.58% 47
2026
Q1 		$2.18M Sell
39,574
-2,102
-5% -$110K 0.7% 37
2025
Q4 		$1.91M Sell
41,676
-4,327
-9% -$192K 0.6% 42
2025
Q3 		$2.01M Sell
46,003
-6,952
-13% -$292K 0.67% 38
2025
Q2 		$2.12M Buy
52,955
+951
+2% +$36.7K 0.79% 32
2025
Q1 		$2.02M Sell
52,004
-970
-2% -$37K 0.87% 31
2024
Q4 		$1.93M Buy
52,974
+4,342
+9% +$171K 0.85% 26
2024
Q3 		$2.01M Buy
48,632
+1,205
+3% +$48.4K 0.91% 28
2024
Q2 		$1.9M Buy
47,427
+3,348
+8% +$139K 1.07% 25
2024
Q1 		$1.81M Buy
44,079
+5,117
+13% +$200K 1.04% 29
2023
Q4 		$1.6M Buy
38,962
+1,948
+5% +$77.5K 0.96% 34
2023
Q3 		$1.5M Buy
37,014
+7,029
+23% +$288K 1.01% 33
2023
Q2 		$1.2M Buy
29,985
+5,762
+24% +$238K 0.78% 46
2023
Q1 		$1.02M Buy
24,223
+4,714
+24% +$205K 0.68% 49
2022
Q4 		$848K Buy
+19,509
New +$827K 0.62% 58

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

Etesian Wealth Advisors's GUNR Position: Q2 2026 in Review

Etesian Wealth Advisors increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 0.13% in Q2 2026, buying an estimated $2.8K and bringing the position to 39,626 shares worth $1.95M. The position accounts for 0.58% of the portfolio, ranked #47.

Etesian Wealth Advisors first reported a position in GUNR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.18M in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Etesian Wealth Advisors held 39,626 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $1.95M as of Q2 2026.
  • Etesian Wealth Advisors bought 52 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $2.8K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.58% of Etesian Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Etesian Wealth Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $2.18M 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 Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.