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KCM Investment Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

KCM Investment Advisors’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
Q3 		– Sell
-6,939
Closed -$279K – 377
2024
Q2 		$279K Hold
6,939
– – 0.01% 318
2024
Q1 		$285K Hold
6,939
– – 0.01% 324
2023
Q4 		$284K Hold
6,939
– – 0.01% 318
2023
Q3 		$281K Hold
6,939
– – 0.01% 313
2023
Q2 		$278K Hold
6,939
– – 0.01% 344
2023
Q1 		$293K Hold
6,939
– – 0.01% 347
2022
Q4 		$302K Hold
6,939
– – 0.01% 328
2022
Q3 		$261K Hold
6,939
– – 0.01% 332
2022
Q2 		$275K Hold
6,939
– – 0.01% 344
2022
Q1 		$325K Hold
6,939
– – 0.01% 344
2021
Q4 		$274K Hold
6,939
– – 0.01% 356
2021
Q3 		$254K Hold
6,939
– – 0.01% 348
2021
Q2 		$266K Hold
6,939
– – 0.01% 340
2021
Q1 		$251K Hold
6,939
– – 0.01% 331
2020
Q4 		$226K Buy
+6,939
New +$209K 0.01% 326
2020
Q1 		– Sell
-6,939
Closed -$233K – 316
2019
Q4 		$233K Hold
6,939
– – 0.01% 315
2019
Q3 		$216K Hold
6,939
– – 0.01% 311
2019
Q2 		$229K Buy
+6,939
New +$225K 0.01% 305

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NB
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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

KCM Investment Advisors's GUNR Position: Q3 2024 in Review

KCM Investment Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q3 2024, closing a stake of 6,939 shares — an estimated $279K sold.

KCM Investment Advisors first reported a position in GUNR in Q2 2019 and held it in 18 quarters. The position peaked at $325K in Q1 2022. 266 funds tracked by Wall St. Rank hold GUNR as of Q3 2024.

  • KCM Investment Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q3 2024 after selling out during the quarter.
  • KCM Investment Advisors sold 6,939 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q3 2024, an estimated $279K.
  • KCM Investment Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2019 and held it in 18 quarters.
  • KCM Investment Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $325K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2024.

Based on KCM Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.