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

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