F/M Investments’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

F/M Investments’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 Q1	–	Sell	-5,879	Closed	-$270K	–	376
2025 Q4	$270K	Hold	5,879	–	–	0.01%	399
2025 Q3	$257K	Sell	5,879 -952	-14%	-$39.9K	0.01%	383
2025 Q2	$274K	Hold	6,831	–	–	0.01%	369
2025 Q1	$265K	Hold	6,831	–	–	0.01%	368
2024 Q4	$248K	Buy	+6,831	New	+$269K	0.01%	379

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

F/M Investments's GUNR Position: Q1 2026 in Review

F/M Investments sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2026, closing a stake of 5,879 shares — an estimated $270K sold.

F/M Investments first reported a position in GUNR in Q4 2024 and held it in 5 quarters. The position peaked at $274K in Q2 2025. 298 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

F/M Investments reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 5,879 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2026, an estimated $270K.
F/M Investments first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2024 and held it in 5 quarters.
F/M Investments's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $274K in Q2 2025.
298 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.