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Integrated Wealth Concepts’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-4,078
Closed -$225K – 2466
2026
Q1 		$225K Buy
+4,078
New +$213K ﹤0.01% 2035
2025
Q1 		– Sell
-8,804
Closed -$320K – 1786
2024
Q4 		$320K Buy
8,804
+1,342
+18% +$52.9K ﹤0.01% 1330
2024
Q3 		$308K Sell
7,462
-40
-0.5% -$1.6K ﹤0.01% 1324
2024
Q2 		$301K Sell
7,502
-720
-9% -$30K ﹤0.01% 1319
2024
Q1 		$338K Buy
8,222
+510
+7% +$20K ﹤0.01% 1254
2023
Q4 		$316K Sell
7,712
-863
-10% -$34.3K 0.01% 1234
2023
Q3 		$347K Sell
8,575
-2,987
-26% -$122K 0.01% 1156
2023
Q2 		$463K Buy
11,562
+6,421
+125% +$265K 0.01% 1013
2023
Q1 		$217K Buy
+5,141
New +$224K ﹤0.01% 1193
2021
Q3 		– Sell
-5,948
Closed -$228K – 963
2021
Q2 		$228K Buy
+5,948
New +$230K 0.01% 735

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

Integrated Wealth Concepts's GUNR Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2026, closing a stake of 4,078 shares — an estimated $225K sold.

Integrated Wealth Concepts first reported a position in GUNR in Q2 2021 and held it in 10 quarters. The position peaked at $463K in Q2 2023. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 4,078 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $225K.
  • Integrated Wealth Concepts first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2021 and held it in 10 quarters.
  • Integrated Wealth Concepts's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $463K in Q2 2023.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.