KWM
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Kingsview Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Kingsview 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
2025
Q1 		– Sell
-83,420
Closed -$3.03M – 1132
2024
Q4 		$3.03M Buy
+83,420
New +$3.29M 0.06% 297
2022
Q3 		– Sell
-23,418
Closed -$929K – 844
2022
Q2 		$929K Sell
23,418
-13,039
-36% -$589K 0.04% 388
2022
Q1 		$1.71M Sell
36,457
-32,337
-47% -$1.41M 0.08% 265
2021
Q4 		$2.72M Buy
68,794
+38,017
+124% +$1.47M 0.11% 191
2021
Q3 		$1.13M Buy
30,777
+582
+2% +$21.7K 0.05% 338
2021
Q2 		$1.16M Buy
30,195
+20,913
+225% +$809K 0.06% 333
2021
Q1 		$340K Buy
9,282
+1,001
+12% +$35.6K 0.02% 602
2020
Q4 		$269K Sell
8,281
-38,070
-82% -$1.15M 0.02% 577
2020
Q3 		$1.29M Buy
46,351
+14,751
+47% +$430K 0.12% 191
2020
Q2 		$873K Buy
+31,600
New +$829K 0.09% 223
2020
Q1 		– Sell
-56,760
Closed -$1.9M – 540
2019
Q4 		$1.9M Sell
56,760
-300
-0.5% -$9.55K 0.24% 117
2019
Q3 		$1.78M Buy
57,060
+675
+1% +$21.4K 0.28% 104
2019
Q2 		$1.86M Sell
56,385
-775
-1% -$25.1K 0.31% 86
2019
Q1 		$1.87M Buy
57,160
+3,822
+7% +$122K 0.28% 100
2018
Q4 		$1.56M Buy
53,338
+10,505
+25% +$330K 0.34% 93
2018
Q3 		$1.45M Buy
42,833
+925
+2% +$30.8K 0.29% 106
2018
Q2 		$1.42M Buy
+41,908
New +$1.43M 0.34% 95

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Kingsview Wealth Management's GUNR Position: Q1 2025 in Review

Kingsview Wealth Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2025, closing a stake of 83,420 shares — an estimated $3.03M sold.

Kingsview Wealth Management first reported a position in GUNR in Q2 2018 and held it in 17 quarters. The position peaked at $3.03M in Q4 2024. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

  • Kingsview Wealth Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 83,420 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2025, an estimated $3.03M.
  • Kingsview Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2018 and held it in 17 quarters.
  • Kingsview Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $3.03M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.