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First Heartland Consultants’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

First Heartland Consultants’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 		$239K Buy
4,845
+196
+4% +$10.5K 0.02% 536
2026
Q1 		$256K Buy
+4,649
New +$243K 0.02% 447

Other funds holding GUNR

FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

First Heartland Consultants's GUNR Position: Q2 2026 in Review

First Heartland Consultants increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 4.2% in Q2 2026, buying an estimated $10.5K and bringing the position to 4,845 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #536.

First Heartland Consultants first reported a position in GUNR in Q1 2026 and has held it in 2 quarters since. The position peaked at $256K in Q1 2026. 82 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • First Heartland Consultants held 4,845 shares of FlexShares Global Upstream Natural Resources Index Fund worth $239K as of Q2 2026.
  • First Heartland Consultants bought 196 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2026, an estimated $10.5K.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #536 holding.
  • First Heartland Consultants first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2026 and has held it in 2 quarters since.
  • First Heartland Consultants's FlexShares Global Upstream Natural Resources Index Fund position peaked at $256K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.