IAG Wealth Partners’s FlexShares Global Upstream Natural Resources Index Fund 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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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 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

IAG Wealth Partners's GUNR Position: Q1 2026 in Review

IAG Wealth Partners increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 3.6% in Q1 2026, buying an estimated $292K and bringing the position to 162,865 shares worth $8.98M. The position accounts for 1% of the portfolio, ranked #30.

IAG Wealth Partners first reported a position in GUNR in Q2 2023 and has held it in 12 quarters since. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

IAG Wealth Partners held 162,865 shares of FlexShares Global Upstream Natural Resources Index Fund worth $8.98M as of Q1 2026.
IAG Wealth Partners bought 5,603 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $292K.
FlexShares Global Upstream Natural Resources Index Fund made up 1% of IAG Wealth Partners's portfolio in Q1 2026, its #30 holding.
IAG Wealth Partners first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2023 and has held it in 12 quarters since.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.