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

Foundations Investment 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
2026
Q1 		$3.53M Sell
64,067
-1,418
-2% -$74K 0.04% 273
2025
Q4 		$3M Buy
+65,485
New +$2.91M 0.04% 286

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Foundations Investment Advisors's GUNR Position: Q1 2026 in Review

Foundations Investment Advisors reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 2.2% in Q1 2026, selling an estimated $74K and leaving 64,067 shares worth $3.53M. The position accounts for 0.04% of the portfolio, ranked #273.

Foundations Investment Advisors first reported a position in GUNR in Q4 2025 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

  • Foundations Investment Advisors held 64,067 shares of FlexShares Global Upstream Natural Resources Index Fund worth $3.53M as of Q1 2026.
  • Foundations Investment Advisors sold 1,418 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $74K.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.04% of Foundations Investment Advisors's portfolio in Q1 2026, its #273 holding.
  • Foundations Investment Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.