First Foundation Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

First Foundation 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	-13,880	Closed	-$505K	–	339
2024 Q4	$505K	Hold	13,880	–	–	0.02%	227
2024 Q3	$573K	Buy	13,880 +804	+6%	+$32.3K	0.02%	220
2024 Q2	$525K	Sell	13,076 -2,999	-19%	-$125K	0.02%	219
2024 Q1	$660K	Hold	16,075	–	–	0.03%	202
2023 Q4	$658K	Hold	16,075	–	–	0.03%	201
2023 Q3	$650K	Hold	16,075	–	–	0.03%	219
2023 Q2	$644K	Hold	16,075	–	–	0.03%	212
2023 Q1	$680K	Sell	16,075 -10,799	-40%	-$471K	0.03%	206
2022 Q4	$1.17M	Sell	26,874 -19,188	-42%	-$814K	0.06%	170
2022 Q3	$1.73M	Buy	46,062 +4,145	+10%	+$167K	0.08%	128
2022 Q2	$1.66M	Hold	41,917	–	–	0.07%	136
2022 Q1	$1.96M	Sell	41,917 -7,383	-15%	-$321K	0.07%	136
2021 Q4	$1.95M	Hold	49,300	–	–	0.07%	138
2021 Q3	$1.8M	Hold	49,300	–	–	0.07%	146
2021 Q2	$1.89M	Hold	49,300	–	–	0.07%	150
2021 Q1	$1.78M	Sell	49,300 -240	-0.5%	-$8.54K	0.08%	145
2020 Q4	$1.61M	Buy	+49,540	New	+$1.49M	0.07%	147

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.14B AUM 24.79% 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 $2.35B AUM 17.18% 1-Year Est. Return

First Foundation Advisors's GUNR Position: Q1 2025 in Review

First Foundation Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2025, closing a stake of 13,880 shares — an estimated $505K sold.

First Foundation Advisors first reported a position in GUNR in Q4 2020 and held it in 17 quarters. The position peaked at $1.96M in Q1 2022. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

First Foundation Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
First Foundation Advisors sold 13,880 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2025, an estimated $505K.
First Foundation Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2020 and held it in 17 quarters.
First Foundation Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1.96M in Q1 2022.
262 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2025.

Based on First Foundation Advisors's 13F filing for Q1 2025, filed 8 May 2025.