Johnson Financial Group Inc (Wisconsin)’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-20	Closed	-$825	–	897
2024 Q3	$825	Buy	+20	New	+$803	﹤0.01%	887
2022 Q1	–	Sell	-5	Closed	–	–	725
2021 Q4	$0	Sell	5 -5	-50%	-$193	﹤0.01%	799
2021 Q3	$0	Sell	10 -712	-99%	-$26.5K	﹤0.01%	761
2021 Q2	$28K	Sell	722 -790	-52%	-$30.6K	﹤0.01%	475
2021 Q1	$55K	Buy	+1,512	New	+$53.8K	﹤0.01%	386
2014 Q1	–	Sell	-1,225	Closed	-$42K	–	716
2013 Q4	$42K	Buy	+1,225	New	+$42K	0.01%	407

Other funds holding GUNR

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

MWP

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

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s GUNR Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2024, closing a stake of 20 shares — an estimated $825 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in GUNR in Q4 2013 and held it in 6 quarters. The position peaked at $55K in Q1 2021. 290 funds tracked by Wall St. Rank hold GUNR as of Q4 2024.

Johnson Financial Group Inc (Wisconsin) reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2024 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 20 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2024, an estimated $825.
Johnson Financial Group Inc (Wisconsin) first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2013 and held it in 6 quarters.
Johnson Financial Group Inc (Wisconsin)'s FlexShares Global Upstream Natural Resources Index Fund position peaked at $55K in Q1 2021.
290 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.