FDx Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

FDx 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
2025 Q1	–	Sell	-65,912	Closed	-$2.4M	–	183
2024 Q4	$2.4M	Sell	65,912 -3,517	-5%	-$139K	0.7%	38
2024 Q3	$2.86M	Sell	69,429 -1,083	-2%	-$43.5K	0.78%	35
2024 Q2	$2.83M	Sell	70,512 -1,948	-3%	-$81.1K	0.78%	35
2024 Q1	$2.98M	Sell	72,460 -4,197	-5%	-$164K	0.45%	65
2023 Q4	$3.14M	Sell	76,657 -3,385	-4%	-$135K	0.24%	105
2023 Q3	$3.24M	Sell	80,042 -8,375	-9%	-$343K	0.27%	92
2023 Q2	$3.54M	Sell	88,417 -11,399	-11%	-$470K	0.19%	127
2023 Q1	$4.34M	Hold	99,816	–	–	0.19%	116
2022 Q4	$4.34M	Sell	99,816 -6,108	-6%	-$259K	0.19%	116
2022 Q3	$3.98M	Sell	105,924 -7,354	-6%	-$296K	0.18%	121
2022 Q2	$4.49M	Sell	113,278 -13,709	-11%	-$619K	0.17%	123
2022 Q1	$5.95M	Sell	126,987 -12,390	-9%	-$539K	0.2%	107
2021 Q4	$5.5M	Sell	139,377 -12,006	-8%	-$464K	0.15%	119
2021 Q3	$5.54M	Sell	151,383 -3,728	-2%	-$139K	0.18%	104
2021 Q2	$5.94M	Sell	155,111 -7,823	-5%	-$303K	0.2%	97
2021 Q1	$5.9M	Sell	162,934 -4,996	-3%	-$178K	0.22%	94
2020 Q4	$5.46M	Sell	167,930 -9,638	-5%	-$290K	0.23%	94
2020 Q3	$4.93M	Sell	177,568 -12,818	-7%	-$373K	0.23%	97
2020 Q2	$5.26M	Sell	190,386 -4,852	-2%	-$127K	0.28%	79
2020 Q1	$4.4M	Sell	195,238 -21,643	-10%	-$626K	0.29%	85
2019 Q4	$7.27M	Sell	216,881 -6,780	-3%	-$216K	0.4%	60
2019 Q3	$6.97M	Buy	+223,661	New	+$7.09M	0.48%	54

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

FDx Advisors's GUNR Position: Q1 2025 in Review

FDx Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2025, closing a stake of 65,912 shares — an estimated $2.4M sold.

FDx Advisors first reported a position in GUNR in Q3 2019 and held it in 22 quarters. The position peaked at $7.27M in Q4 2019. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

FDx Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2025 after selling out during the quarter.
FDx Advisors sold 65,912 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2025, an estimated $2.4M.
FDx Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2019 and held it in 22 quarters.
FDx Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $7.27M in Q4 2019.
262 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2025.

Based on FDx Advisors's 13F filing for Q1 2025, filed 1 May 2025.