MD Financial Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

MD Financial 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
2021 Q4	$126M	Sell	3,190,957 -115,986	-4%	-$4.48M	3.04%	8
2021 Q3	$121M	Sell	3,306,943 -72,159	-2%	-$2.69M	3.07%	8
2021 Q2	$101M	Buy	3,379,102 +97,268	+3%	+$3.76M	2.9%	7
2021 Q1	$95M	Sell	3,281,834 -244,722	-7%	-$8.71M	2.77%	8
2020 Q4	$115M	Buy	3,526,556 +14,797	+0.4%	+$446K	3.62%	7
2020 Q3	$97.5M	Sell	3,511,759 -83,467	-2%	-$2.43M	3.93%	6
2020 Q2	$99.4M	Buy	3,595,226 +916,167	+34%	+$24M	5.37%	4
2020 Q1	$60.4M	Sell	2,679,059 -339,118	-11%	-$9.81M	3.73%	12
2019 Q4	$101M	Buy	3,018,177 +310,084	+11%	+$9.87M	5.09%	5
2019 Q3	$84.4M	Buy	2,708,093 +817,823	+43%	+$25.9M	4.42%	8
2019 Q2	$62.4M	Sell	1,890,270 -1,400,026	-43%	-$45.3M	3.02%	16
2019 Q1	$108M	Buy	3,290,296 +27,898	+0.9%	+$890K	4.93%	7
2018 Q4	$95.5M	Sell	3,262,398 -8,853	-0.3%	-$278K	4.76%	7
2018 Q3	$111M	Buy	3,271,251 +147,660	+5%	+$4.92M	5.03%	6
2018 Q2	$106M	Buy	3,123,591 +244,347	+8%	+$8.34M	4.9%	5
2018 Q1	$93.8M	Sell	2,879,244 -254,504	-8%	-$8.53M	4.49%	8
2017 Q4	$104M	Buy	+3,133,748	New	+$99.9M	5.1%	5

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

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

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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