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Heritage Wealth Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Heritage Wealth 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
2025
Q4 		– Sell
-80
Closed -$3.5K – 599
2025
Q3 		$3.5K Buy
+80
New +$3.35K ﹤0.01% 497

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Heritage Wealth Advisors's GUNR Position: Q4 2025 in Review

Heritage Wealth Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2025, closing a stake of 80 shares — an estimated $3.5K sold.

Heritage Wealth Advisors first reported a position in GUNR in Q3 2025 and held it in 1 quarter. The position peaked at $3.5K in Q3 2025. 281 funds tracked by Wall St. Rank hold GUNR as of Q4 2025.

  • Heritage Wealth Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 80 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2025, an estimated $3.5K.
  • Heritage Wealth Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $3.5K in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.