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McKinley Carter Wealth Services’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

McKinley Carter Wealth Services’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
2026
Q2 		$271K Hold
5,498
– – 0.01% 287
2026
Q1 		$303K Sell
5,498
-87
-2% -$4.54K 0.02% 257
2025
Q4 		$256K Hold
5,585
– – 0.01% 291
2025
Q3 		$245K Sell
5,585
-451
-7% -$18.9K 0.01% 293
2025
Q2 		$242K Hold
6,036
– – 0.01% 284
2025
Q1 		$234K Sell
6,036
-1,199
-17% -$45.8K 0.01% 280
2024
Q4 		$263K Sell
7,235
-1,262
-15% -$49.8K 0.02% 257
2024
Q3 		$351K Sell
8,497
-246
-3% -$9.87K 0.02% 244
2024
Q2 		$351K Hold
8,743
– – 0.02% 239
2024
Q1 		$359K Sell
8,743
-1,452
-14% -$56.8K 0.02% 239
2023
Q4 		$417K Sell
10,195
-1,810
-15% -$72K 0.03% 222
2023
Q3 		$485K Sell
12,005
-192
-2% -$7.87K 0.04% 204
2023
Q2 		$489K Sell
12,197
-1,697
-12% -$70K 0.04% 207
2023
Q1 		$588K Sell
13,894
-5,729
-29% -$250K 0.05% 189
2022
Q4 		$853K Sell
19,623
-1,228
-6% -$52.1K 0.07% 154
2022
Q3 		$784K Sell
20,851
-1,476
-7% -$59.3K 0.07% 148
2022
Q2 		$886K Sell
22,327
-1,940
-8% -$87.7K 0.08% 142
2022
Q1 		$1.14M Sell
24,267
-8,782
-27% -$382K 0.09% 136
2021
Q4 		$1.3M Sell
33,049
-7,475
-18% -$289K 0.1% 134
2021
Q3 		$1.48M Sell
40,524
-5,214
-11% -$194K 0.12% 122
2021
Q2 		$1.75M Sell
45,738
-16,818
-27% -$651K 0.14% 109
2021
Q1 		$2.26M Sell
62,556
-6,431
-9% -$229K 0.19% 99
2020
Q4 		$2.25M Buy
+68,987
New +$2.08M 0.29% 81

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

McKinley Carter Wealth Services's GUNR Position: Q2 2026 in Review

McKinley Carter Wealth Services held its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) position steady in Q2 2026 at 5,498 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #287.

McKinley Carter Wealth Services first reported a position in GUNR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.26M in Q1 2021. 318 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • McKinley Carter Wealth Services held 5,498 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $271K as of Q2 2026.
  • McKinley Carter Wealth Services left its Northern Trust Morningstar Global Upstream Natural Resources ETF share count unchanged in Q2 2026.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #287 holding.
  • McKinley Carter Wealth Services first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2020 and has held it in 23 quarters since.
  • McKinley Carter Wealth Services's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $2.26M in Q1 2021.
  • 318 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.