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Forza Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Forza Wealth Management’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 		$554K Hold
11,238
– – 0.17% 120
2026
Q1 		$620K Hold
11,238
– – 0.22% 112
2025
Q4 		$515K Hold
11,238
– – 0.19% 119
2025
Q3 		$492K Hold
11,238
– – 0.19% 121
2025
Q2 		$451K Hold
11,238
– – 0.18% 125
2025
Q1 		$436K Hold
11,238
– – 0.2% 122
2024
Q4 		$409K Hold
11,238
– – 0.19% 125
2024
Q3 		$464K Sell
11,238
-750
-6% -$30.1K 0.21% 123
2024
Q2 		$481K Hold
11,988
– – 0.25% 110
2024
Q1 		$492K Hold
11,988
– – 0.26% 111
2023
Q4 		$491K Hold
11,988
– – 0.27% 106
2023
Q3 		$485K Sell
11,988
-554
-4% -$22.7K 0.25% 114
2023
Q2 		$503K Hold
12,542
– – 0.25% 115
2023
Q1 		$530K Hold
12,542
– – 0.27% 108
2022
Q4 		$545K Buy
+12,542
New +$532K 0.36% 76

Other funds holding GUNR

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Forza Wealth Management's GUNR Position: Q2 2026 in Review

Forza Wealth Management held its FlexShares Global Upstream Natural Resources Index Fund (GUNR) position steady in Q2 2026 at 11,238 shares worth $554K. The position accounts for 0.17% of the portfolio, ranked #120.

Forza Wealth Management first reported a position in GUNR in Q4 2022 and has held it in 15 quarters since. The position peaked at $620K in Q1 2026. 53 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Forza Wealth Management held 11,238 shares of FlexShares Global Upstream Natural Resources Index Fund worth $554K as of Q2 2026.
  • Forza Wealth Management left its FlexShares Global Upstream Natural Resources Index Fund share count unchanged in Q2 2026.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.17% of Forza Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Forza Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $620K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.