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

Evoke Wealth’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
-4,859,753
Closed -$268M – 271
2026
Q1 		$268M Buy
4,859,753
+313,717
+7% +$16.4M 4.81% 4
2025
Q4 		$208M Buy
4,546,036
+340,810
+8% +$15.1M 3.89% 6
2025
Q3 		$184M Buy
4,205,226
+233,954
+6% +$9.81M 3.73% 6
2025
Q2 		$159M Buy
3,971,272
+280,289
+8% +$10.8M 3.64% 6
2025
Q1 		$143M Buy
3,690,983
+445,619
+14% +$17M 3.74% 6
2024
Q4 		$118M Sell
3,245,364
-275,568
-8% -$10.9M 3.28% 7
2024
Q3 		$145M Buy
3,520,932
+3,494,938
+13,445% +$140M 3.94% 5
2024
Q2 		$1.04M Sell
25,994
-3,407,367
-99% -$142M 1.23% 14
2024
Q1 		$141M Buy
3,433,361
+3,425,298
+42,482% +$134M 4.18% 4
2023
Q4 		$330K Sell
8,063
-2,576,383
-100% -$103M 0.54% 45
2023
Q3 		$105M Buy
2,584,446
+124,108
+5% +$5.09M 3.68% 6
2023
Q2 		$98.6M Buy
2,460,338
+11,007
+0.4% +$454K 3.42% 6
2023
Q1 		$98.9M Buy
2,449,331
+75,139
+3% +$3.28M 3.6% 5
2022
Q4 		$98.4M Buy
2,374,192
+259,378
+12% +$11M 3.56% 5
2022
Q3 		$79.4M Sell
2,114,814
-588,602
-22% -$23.7M 3.21% 6
2022
Q2 		$107M Buy
2,703,416
+156,029
+6% +$7.05M 3.97% 5
2022
Q1 		$119M Sell
2,547,387
-137,425
-5% -$5.98M 3.91% 4
2021
Q4 		$106M Buy
2,684,812
+389,774
+17% +$15.1M 3.34% 7
2021
Q3 		$83.9M Buy
2,295,038
+232,539
+11% +$8.66M 3.15% 7
2021
Q2 		$78.9M Buy
2,062,499
+358,067
+21% +$13.8M 2.99% 7
2021
Q1 		$61.7M Buy
1,704,432
+493,103
+41% +$17.5M 2.79% 7
2020
Q4 		$39.4M Buy
1,211,329
+81,480
+7% +$2.45M 2.66% 9
2020
Q3 		$31.4M Buy
1,129,849
+151,351
+15% +$4.41M 2.54% 10
2020
Q2 		$27.1M Buy
978,498
+978,018
+203,754% +$25.6M 2.62% 9
2020
Q1 		$10.8K Buy
+480
New +$13.9K ﹤0.01% 499

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

Evoke Wealth's GUNR Position: Q2 2026 in Review

Evoke Wealth sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2026, closing a stake of 4,859,753 shares — an estimated $268M sold.

Evoke Wealth first reported a position in GUNR in Q1 2020 and held it in 25 quarters. The position peaked at $268M in Q1 2026. 318 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Evoke Wealth reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 4,859,753 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $268M.
  • Evoke Wealth first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2020 and held it in 25 quarters.
  • Evoke Wealth's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $268M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.