Insight 2811 Inc’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Insight 2811 Inc’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
2024 Q4	–	Sell	-4,895	Closed	-$202K	–	92
2024 Q3	$202K	Buy	+4,895	New	+$196K	0.1%	88
2024 Q2	–	Sell	-4,895	Closed	-$201K	–	87
2024 Q1	$201K	Hold	4,895	–	–	0.1%	82
2023 Q4	$200K	Sell	4,895 -360	-7%	-$14.3K	0.11%	78
2023 Q3	$213K	Hold	5,255	–	–	0.12%	73
2023 Q2	$211K	Hold	5,255	–	–	0.11%	86
2023 Q1	$222K	Hold	5,255	–	–	0.14%	83
2022 Q4	$228K	Buy	+5,255	New	+$223K	0.14%	80

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Insight 2811 Inc's GUNR Position: Q4 2024 in Review

Insight 2811 Inc sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2024, closing a stake of 4,895 shares — an estimated $202K sold.

Insight 2811 Inc first reported a position in GUNR in Q4 2022 and held it in 7 quarters. The position peaked at $228K in Q4 2022. 290 funds tracked by Wall St. Rank hold GUNR as of Q4 2024.

Insight 2811 Inc reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
Insight 2811 Inc sold 4,895 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2024, an estimated $202K.
Insight 2811 Inc first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2022 and held it in 7 quarters.
Insight 2811 Inc's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $228K in Q4 2022.
290 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2024.

Based on Insight 2811 Inc's 13F filing for Q4 2024, filed 11 Feb 2025.