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 Q3	$9.36M	Buy	177,475 +9,909	+6%	+$532K	0.88%	34
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

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Connable Office Inc Kalamazoo, Michigan $1.13B AUM 18.11% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

IAG Wealth Partners's GUNR Position: Q3 2026 in Review

IAG Wealth Partners increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 5.9% in Q3 2026, buying an estimated $532K and bringing the position to 177,475 shares worth $9.36M. The position accounts for 0.88% of the portfolio, ranked #34.

IAG Wealth Partners first reported a position in GUNR in Q2 2023 and has held it in 14 quarters since. 288 funds tracked by Wall St. Rank hold GUNR as of Q3 2026.

IAG Wealth Partners held 177,475 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $9.36M as of Q3 2026.
IAG Wealth Partners bought 9,909 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q3 2026, an estimated $532K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.88% of IAG Wealth Partners's portfolio in Q3 2026, its #34 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 14 quarters since.
288 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.