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

Herold 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 		$235K Buy
+4,258
New +$222K 0.05% 235
2025
Q4 		– Sell
-4,873
Closed -$213K – 255
2025
Q3 		$213K Sell
4,873
-378
-7% -$15.9K 0.05% 231
2025
Q2 		$211K Sell
5,251
-147
-3% -$5.68K 0.04% 291
2025
Q1 		$209K Sell
5,398
-579
-10% -$22.1K 0.05% 261
2024
Q4 		$217K Sell
5,977
-6,562
-52% -$259K 0.05% 254
2024
Q3 		$517K Sell
12,539
-2,984
-19% -$120K 0.11% 185
2024
Q2 		$623K Sell
15,523
-3,570
-19% -$149K 0.14% 158
2024
Q1 		$784K Sell
19,093
-6,004
-24% -$235K 0.19% 139
2023
Q4 		$1.03M Sell
25,097
-1,964
-7% -$78.2K 0.28% 103
2023
Q3 		$1.09M Sell
27,061
-366
-1% -$15K 0.33% 86
2023
Q2 		$1.1M Buy
27,427
+7,640
+39% +$315K 0.34% 89
2023
Q1 		$837K Buy
19,787
+27
+0.1% +$1.18K 0.29% 102
2022
Q4 		$859K Buy
19,760
+125
+0.6% +$5.3K 0.36% 89
2022
Q3 		$738K Sell
19,635
-181
-0.9% -$7.28K 0.35% 90
2022
Q2 		$786K Buy
19,816
+9,231
+87% +$417K 0.35% 91
2022
Q1 		$496K Buy
+10,585
New +$461K 0.18% 129
2021
Q4 		– Sell
-1,425
Closed -$52K – 363
2021
Q3 		$52K Buy
+1,425
New +$53.1K 0.02% 369

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

Herold Advisors's GUNR Position: Q1 2026 in Review

Herold Advisors opened a new position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2026: 4,258 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #235 among its holdings. This is a return to the name: Herold Advisors previously reported a position in GUNR as recently as Q3 2025.

Herold Advisors first reported a position in GUNR in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.1M in Q2 2023. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

  • Herold Advisors held 4,258 shares of FlexShares Global Upstream Natural Resources Index Fund worth $235K as of Q1 2026.
  • FlexShares Global Upstream Natural Resources Index Fund was a new Herold Advisors position in Q1 2026.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.05% of Herold Advisors's portfolio in Q1 2026, its #235 holding.
  • Herold Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2021 and has held it in 17 quarters since.
  • Herold Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.1M in Q2 2023.
  • 297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.