IAG Wealth Partners’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.31M Buy
132,394
+30,703
+30% +$1.23M 0.7% 32
2025
Q1
$3.95M Sell
101,691
-78,855
-44% -$3.06M 0.61% 38
2024
Q4
$6.56M Buy
180,546
+13,745
+8% +$500K 1.16% 24
2024
Q3
$6.88M Buy
166,801
+16,888
+11% +$697K 1.27% 23
2024
Q2
$6.02M Buy
149,913
+26,153
+21% +$1.05M 1.21% 24
2024
Q1
$5.08M Buy
123,760
+15,348
+14% +$630K 1.09% 23
2023
Q4
$4.44M Buy
108,412
+108,038
+28,887% +$4.42M 1.01% 25
2023
Q3
$15.1K Hold
374
﹤0.01% 252
2023
Q2
$15K Buy
+374
New +$15K ﹤0.01% 267