Latigo Investments’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Latigo Investments’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 Q2	–	Sell	-127,500	Closed	-$4.95M	–	16
2025 Q1	$4.95M	Sell	127,500 -102,500	-45%	-$3.91M	2.64%	16
2024 Q4	$8.36M	Hold	230,000	–	–	4.25%	9
2024 Q3	$9.49M	Hold	230,000	–	–	4.63%	8
2024 Q2	$9.23M	Hold	230,000	–	–	4.73%	8
2024 Q1	$9.45M	Hold	230,000	–	–	4.84%	7
2023 Q4	$9.42M	Hold	230,000	–	–	5.2%	7
2023 Q3	$9.3M	Hold	230,000	–	–	5.66%	7
2023 Q2	$9.22M	Hold	230,000	–	–	5.65%	7
2023 Q1	$9.73M	Hold	230,000	–	–	6.99%	5
2022 Q4	$10M	Hold	230,000	–	–	7.63%	5
2022 Q3	$8.65M	Hold	230,000	–	–	7.28%	5
2022 Q2	$9.12M	Hold	230,000	–	–	7.57%	5
2022 Q1	$10.8M	Hold	230,000	–	–	7.49%	5
2021 Q4	$9.08M	Buy	+230,000	New	+$8.89M	6.06%	7

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

MWP

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

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

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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Latigo Investments's GUNR Position: Q2 2025 in Review

Latigo Investments sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2025, closing a stake of 127,500 shares — an estimated $4.95M sold.

Latigo Investments first reported a position in GUNR in Q4 2021 and held it in 14 quarters. The position peaked at $10.8M in Q1 2022. 268 funds tracked by Wall St. Rank hold GUNR as of Q2 2025.

Latigo Investments reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2025 after selling out during the quarter.
Latigo Investments sold 127,500 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2025, an estimated $4.95M.
Latigo Investments first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2021 and held it in 14 quarters.
Latigo Investments's FlexShares Global Upstream Natural Resources Index Fund position peaked at $10.8M in Q1 2022.
268 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2025.

Based on Latigo Investments's 13F filing for Q2 2025, filed 12 Aug 2025.