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IAG Wealth Partners’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

IAG Wealth Partners’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 		$8.26M Buy
167,566
+4,701
+3% +$253K 0.82% 32
2026
Q1 		$8.98M Buy
162,865
+5,603
+4% +$292K 1% 30
2025
Q4 		$7.21M Buy
157,262
+7,776
+5% +$345K 0.83% 30
2025
Q3 		$6.54M Buy
149,486
+17,092
+13% +$717K 0.79% 31
2025
Q2 		$5.31M Buy
132,394
+30,703
+30% +$1.19M 0.7% 32
2025
Q1 		$3.95M Sell
101,691
-78,855
-44% -$3.01M 0.61% 38
2024
Q4 		$6.56M Buy
180,546
+13,745
+8% +$542K 1.16% 24
2024
Q3 		$6.88M Buy
166,801
+16,888
+11% +$678K 1.27% 23
2024
Q2 		$6.02M Buy
149,913
+26,153
+21% +$1.09M 1.21% 24
2024
Q1 		$5.08M Buy
123,760
+15,348
+14% +$601K 1.09% 23
2023
Q4 		$4.44M Buy
108,412
+108,038
+28,887% +$4.3M 1.01% 25
2023
Q3 		$15.1K Hold
374
– – ﹤0.01% 252
2023
Q2 		$15K Buy
+374
New +$15.4K ﹤0.01% 267

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
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
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 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
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

IAG Wealth Partners's GUNR Position: Q2 2026 in Review

IAG Wealth Partners increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 2.9% in Q2 2026, buying an estimated $253K and bringing the position to 167,566 shares worth $8.26M. The position accounts for 0.82% of the portfolio, ranked #32.

IAG Wealth Partners first reported a position in GUNR in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.98M in Q1 2026. 318 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • IAG Wealth Partners held 167,566 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $8.26M as of Q2 2026.
  • IAG Wealth Partners bought 4,701 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $253K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.82% of IAG Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • IAG Wealth Partners first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2023 and has held it in 13 quarters since.
  • IAG Wealth Partners's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $8.98M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.