Freedom Investment Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Freedom Investment 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
2025 Q3	–	Sell	-7,562	Closed	-$303K	–	364
2025 Q2	$303K	Sell	7,562 -3,774	-33%	-$146K	0.02%	583
2025 Q1	$440K	Buy	11,336 +2,319	+26%	+$88.5K	0.04%	459
2024 Q4	$328K	Sell	9,017 -8	-0.1%	-$316	0.03%	565
2024 Q3	$372K	Sell	9,025 -578	-6%	-$23.2K	0.03%	525
2024 Q2	$385K	Buy	+9,603	New	+$400K	0.03%	501
2024 Q1	–	Sell	-5,936	Closed	-$243K	–	810
2023 Q4	$243K	Buy	+5,936	New	+$236K	0.02%	660

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Freedom Investment Management's GUNR Position: Q3 2025 in Review

Freedom Investment Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q3 2025, closing a stake of 7,562 shares — an estimated $303K sold.

Freedom Investment Management first reported a position in GUNR in Q4 2023 and held it in 6 quarters. The position peaked at $440K in Q1 2025. 252 funds tracked by Wall St. Rank hold GUNR as of Q3 2025.

Freedom Investment Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 7,562 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q3 2025, an estimated $303K.
Freedom Investment Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2023 and held it in 6 quarters.
Freedom Investment Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $440K in Q1 2025.
252 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.