Litman Gregory Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Litman Gregory 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 Q4	$20.5K	Buy	+447	New	+$19.8K	﹤0.01%	269
2022 Q1	–	Sell	-5,296	Closed	-$209K	–	65
2021 Q4	$209K	Buy	+5,296	New	+$205K	0.04%	77
2021 Q3	–	Sell	-270	Closed	-$270	–	79
2021 Q2	$270	Sell	270 -4,332	-94%	-$168K	0.05%	63
2021 Q1	$167K	Sell	4,602 -77,695	-94%	-$2.76M	0.03%	63
2020 Q4	$2.68M	Buy	82,297 +41	+0%	+$1.23K	0.49%	26
2020 Q3	$2.28M	Hold	82,256	–	–	0.47%	27
2020 Q2	$2.27M	Sell	82,256 -11,066	-12%	-$290K	0.5%	24
2020 Q1	$2.1M	Sell	93,322 -405	-0.4%	-$11.7K	0.53%	25
2019 Q4	$3.14M	Buy	93,727 +1,497	+2%	+$47.7K	0.7%	22
2019 Q3	$2.87M	Buy	92,230 +5,196	+6%	+$165K	0.7%	22
2019 Q2	$2.87M	Buy	87,034 +1,185	+1%	+$38.4K	0.76%	21
2019 Q1	$2.81M	Buy	85,849 +7,736	+10%	+$247K	0.77%	22
2018 Q4	$2.29M	Buy	78,113 +12,238	+19%	+$384K	0.7%	22
2018 Q3	$2.23M	Buy	65,875 +62,619	+1,923%	+$2.09M	0.75%	21
2018 Q2	$110K	Hold	3,256	–	–	0.04%	38
2018 Q1	$106K	Hold	3,256	–	–	0.04%	49
2017 Q4	$108	Hold	3,256	–	–	0.03%	39
2017 Q3	$101K	Buy	+3,256	New	+$98.4K	0.05%	38

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

Align Financial Hermantown, Minnesota $176M AUM

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 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

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

MWP

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

Litman Gregory Wealth Management's GUNR Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2025: 447 shares worth $20.5K. The stake represents ﹤0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in GUNR as recently as Q4 2021.

Litman Gregory Wealth Management first reported a position in GUNR in Q3 2017 and has held it in 18 quarters since. The position peaked at $3.14M in Q4 2019. 280 funds tracked by Wall St. Rank hold GUNR as of Q4 2025.

Litman Gregory Wealth Management held 447 shares of FlexShares Global Upstream Natural Resources Index Fund worth $20.5K as of Q4 2025.
FlexShares Global Upstream Natural Resources Index Fund was a new Litman Gregory Wealth Management position in Q4 2025.
FlexShares Global Upstream Natural Resources Index Fund made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #269 holding.
Litman Gregory Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2017 and has held it in 18 quarters since.
Litman Gregory Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $3.14M in Q4 2019.
280 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.