MassMutual Private Wealth & Trust’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

MassMutual Private Wealth & Trust’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	-823	Closed	-$29.9K	–	2407
2024 Q4	$29.9K	Hold	823	–	–	﹤0.01%	880
2024 Q3	$33.9K	Buy	+823	New	+$33K	﹤0.01%	770
2017 Q3	–	Sell	-542	Closed	-$15.5K	–	1080
2017 Q2	$15.5K	Buy	+542	New	+$15.8K	﹤0.01%	657
2015 Q4	–	Sell	-2,009	Closed	-$69.1K	–	872
2015 Q3	$69.1K	Buy	+2,009	New	+$53K	0.01%	359
2014 Q4	–	Sell	-2,009	Closed	-$69.1K	–	664
2014 Q3	$69.1K	Buy	+2,009	New	+$74.1K	0.01%	349

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $2.35B AUM 17.18% 1-Year Est. Return

MassMutual Private Wealth & Trust's GUNR Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2025, closing a stake of 823 shares — an estimated $29.9K sold.

MassMutual Private Wealth & Trust first reported a position in GUNR in Q3 2014 and held it in 5 quarters. The position peaked at $69.1K in Q3 2015. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 823 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2025, an estimated $29.9K.
MassMutual Private Wealth & Trust first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2014 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $69.1K in Q3 2015.
262 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.