IFWM
GUNR icon

Institute for Wealth Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Institute for Wealth Management’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 		$130K Buy
+2,631
New +$142K 0.01% 623
2020
Q1 		– Sell
-4,295
Closed -$144K – 495
2019
Q4 		$144K Buy
+4,295
New +$137K 0.03% 446

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

Institute for Wealth Management's GUNR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2026: 2,631 shares worth $130K. The stake represents 0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GUNR as recently as Q4 2019.

Institute for Wealth Management first reported a position in GUNR in Q4 2019 and has held it in 2 quarters since. The position peaked at $144K in Q4 2019. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Institute for Wealth Management held 2,631 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $130K as of Q2 2026.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF was a new Institute for Wealth Management position in Q2 2026.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #623 holding.
  • Institute for Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $144K in Q4 2019.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.