Lindbrook Capital’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Lindbrook Capital’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	$14K	Hold	360	–	–	﹤0.01%	1516
2024 Q4	$13.1K	Buy	+360	New	+$14.2K	﹤0.01%	1506
2024 Q2	–	Sell	-425	Closed	-$17.5K	–	2792
2024 Q1	$17.5K	Buy	+425	New	+$16.6K	﹤0.01%	1281
2023 Q3	–	Sell	-295	Closed	-$11.8K	–	2744
2023 Q2	$11.8K	Hold	295	–	–	﹤0.01%	1367
2023 Q1	$12.5K	Buy	+295	New	+$12.9K	﹤0.01%	1312

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 $9.42B AUM 17.63% 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

MWP

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

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

FIB

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Lindbrook Capital's GUNR Position: Q1 2025 in Review

Lindbrook Capital held its FlexShares Global Upstream Natural Resources Index Fund (GUNR) position steady in Q1 2025 at 360 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Lindbrook Capital first reported a position in GUNR in Q1 2023 and has held it in 5 quarters since. The position peaked at $17.5K in Q1 2024. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

Lindbrook Capital held 360 shares of FlexShares Global Upstream Natural Resources Index Fund worth $14K as of Q1 2025.
Lindbrook Capital left its FlexShares Global Upstream Natural Resources Index Fund share count unchanged in Q1 2025.
FlexShares Global Upstream Natural Resources Index Fund made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1516 holding.
Lindbrook Capital first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2023 and has held it in 5 quarters since.
Lindbrook Capital's FlexShares Global Upstream Natural Resources Index Fund position peaked at $17.5K in Q1 2024.
262 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.