McKinley Carter Wealth Services’s FlexShares Global Upstream Natural Resources Index Fund 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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

McKinley Carter Wealth Services's GUNR Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 1.6% in Q1 2026, selling an estimated $4.54K and leaving 5,498 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #257.

McKinley Carter Wealth Services first reported a position in GUNR in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.26M in Q1 2021. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

McKinley Carter Wealth Services held 5,498 shares of FlexShares Global Upstream Natural Resources Index Fund worth $303K as of Q1 2026.
McKinley Carter Wealth Services sold 87 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $4.54K.
FlexShares Global Upstream Natural Resources Index Fund made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #257 holding.
McKinley Carter Wealth Services first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2020 and has held it in 22 quarters since.
McKinley Carter Wealth Services's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2.26M in Q1 2021.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.