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Moller Wealth Partners’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Moller Wealth Partners’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 		$51.7M Buy
1,048,389
+72,750
+7% +$3.91M 9.35% 1
2026
Q1 		$53.8M Sell
975,639
-100,647
-9% -$5.25M 10.63% 1
2025
Q4 		$49.3M Sell
1,076,286
-27,356
-2% -$1.21M 10.33% 1
2025
Q3 		$48.3M Sell
1,103,642
-13,660
-1% -$573K 10.08% 1
2025
Q2 		$44.8M Buy
1,117,302
+44,675
+4% +$1.72M 9.9% 1
2025
Q1 		$41.6M Buy
1,072,627
+48,108
+5% +$1.84M 10.29% 1
2024
Q4 		$37.3M Buy
1,024,519
+68,867
+7% +$2.72M 9.8% 1
2024
Q3 		$39.4M Buy
955,652
+22,112
+2% +$887K 9.85% 1
2024
Q2 		$37.5M Sell
933,540
-139
-0% -$5.79K 10% 1
2024
Q1 		$38.3M Buy
933,679
+70,639
+8% +$2.76M 10.39% 1
2023
Q4 		$35.3M Buy
863,040
+45,620
+6% +$1.82M 9.96% 1
2023
Q3 		$33.1M Buy
817,420
+3,167
+0.4% +$130K 10.5% 1
2023
Q2 		$32.6M Buy
814,253
+31,214
+4% +$1.29M 9.97% 1
2023
Q1 		$33.1M Buy
783,039
+15,936
+2% +$695K 10.21% 1
2022
Q4 		$33.3M Sell
767,103
-12,042
-2% -$511K 10.71% 1
2022
Q3 		$29.3M Buy
779,145
+27,089
+4% +$1.09M 10.55% 1
2022
Q2 		$29.8M Sell
752,056
-11,931
-2% -$539K 10.12% 1
2022
Q1 		$35.8M Sell
763,987
-122,635
-14% -$5.34M 11.13% 1
2021
Q4 		$35M Sell
886,622
-6,074
-0.7% -$235K 11.17% 1
2021
Q3 		$32.7M Buy
892,696
+42,390
+5% +$1.58M 10.8% 1
2021
Q2 		$32.6M Sell
850,306
-21,720
-2% -$840K 10.69% 1
2021
Q1 		$31.6M Buy
872,026
+47,740
+6% +$1.7M 11% 1
2020
Q4 		$26.8M Sell
824,286
-50,875
-6% -$1.53M 11.09% 1
2020
Q3 		$24.3M Sell
875,161
-53,666
-6% -$1.56M 10.89% 1
2020
Q2 		$25.7M Sell
928,827
-105,034
-10% -$2.75M 11.22% 1
2020
Q1 		$23.3M Buy
1,033,861
+416,735
+68% +$12.1M 12.05% 1
2019
Q4 		$20.7M Buy
617,126
+52,856
+9% +$1.68M 9.16% 2
2019
Q3 		$17.6M Buy
564,270
+90,349
+19% +$2.86M 8.5% 3
2019
Q2 		$15.6M Sell
473,921
-328,178
-41% -$10.6M 8.02% 4
2019
Q1 		$25.6M Buy
802,099
+456,296
+132% +$14.6M 11.46% 2
2018
Q4 		$10.6M Sell
345,803
-126,798
-27% -$3.98M 6.93% 5
2018
Q3 		$16M Sell
472,601
-12,547
-3% -$418K 7% 6
2018
Q2 		$16.4M Buy
485,148
+6,067
+1% +$207K 6.39% 7
2018
Q1 		$15.6M Buy
479,081
+8,742
+2% +$293K 6.77% 8
2017
Q4 		$15.7M Sell
470,339
-415,352
-47% -$13.2M 5.96% 8
2017
Q3 		$26.5M Buy
885,691
+447,870
+102% +$13.5M 10.13% 2
2017
Q2 		$12.5M Buy
437,821
+31,441
+8% +$915K 5.27% 9
2017
Q1 		$12M Buy
406,380
+10,868
+3% +$323K 5.24% 8
2016
Q4 		$11.3M Sell
395,512
-10,625
-3% -$297K 5.6% 7
2016
Q3 		$11.2M Buy
406,137
+1,828
+0.5% +$49.6K 5.14% 8
2016
Q2 		$10.7M Buy
404,309
+167,356
+71% +$4.27M 5.22% 8
2016
Q1 		$5.74M Buy
236,953
+41,261
+21% +$917K 3.37% 12
2015
Q4 		$4.35M Buy
195,692
+1,117
+0.6% +$27.5K 2.4% 11
2015
Q3 		$4.57M Buy
194,575
+62,525
+47% +$1.65M 4.23% 10
2015
Q2 		$3.93M Buy
132,050
+9,907
+8% +$310K 1.78% 14
2015
Q1 		$3.64M Buy
122,143
+54,157
+80% +$1.67M 1.68% 12
2014
Q4 		$2.08M Buy
+67,986
New +$2.21M 1.03% 14

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
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Moller Wealth Partners's GUNR Position: Q2 2026 in Review

Moller Wealth Partners increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 7.5% in Q2 2026, buying an estimated $3.91M and bringing the position to 1,048,389 shares worth $51.7M. The position accounts for 9.35% of the portfolio, ranked #1.

Moller Wealth Partners first reported a position in GUNR in Q4 2014 and has held it in 47 quarters since. The position peaked at $53.8M in Q1 2026. 318 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Moller Wealth Partners held 1,048,389 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $51.7M as of Q2 2026.
  • Moller Wealth Partners bought 72,750 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $3.91M.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 9.35% of Moller Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Moller Wealth Partners first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2014 and has held it in 47 quarters since.
  • Moller Wealth Partners's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $53.8M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.