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Kelleher Financial Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Kelleher Financial 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
2026
Q2 		$21.1K Buy
428
+214
+100% +$11.5K ﹤0.01% 541
2026
Q1 		$11.8K Hold
214
– – ﹤0.01% 526
2025
Q4 		$9.81K Hold
214
– – ﹤0.01% 576
2025
Q3 		$9.37K Buy
+214
New +$8.97K ﹤0.01% 505

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

Kelleher Financial Advisors's GUNR Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 100% in Q2 2026, buying an estimated $11.5K and bringing the position to 428 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Kelleher Financial Advisors first reported a position in GUNR in Q3 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Kelleher Financial Advisors held 428 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $21.1K as of Q2 2026.
  • Kelleher Financial Advisors bought 214 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $11.5K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #541 holding.
  • Kelleher Financial Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2025 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.