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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q2 		– Sell
-42
Closed -$1.78K – 288
2023
Q1 		$1.78K Buy
+42
New +$1.83K ﹤0.01% 282

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VA
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GUNR Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2023, closing a stake of 42 shares — an estimated $1.78K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GUNR in Q1 2023 and held it in 1 quarter. The position peaked at $1.78K in Q1 2023. 287 funds tracked by Wall St. Rank hold GUNR as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 42 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2023, an estimated $1.78K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.78K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.