Money Design’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Money Design’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 Q2	$3.57M	Buy	88,981 +10,693	+14%	+$413K	0.17%	48
2025 Q1	$3.04M	Buy	78,288 +763	+1%	+$29.1K	0.15%	50
2024 Q4	$2.8M	Sell	77,525 -13,397	-15%	-$528K	0.14%	57
2024 Q3	$3.75M	Sell	90,922 -8,825	-9%	-$354K	0.19%	53
2024 Q2	$4M	Buy	99,747 +16,707	+20%	+$696K	0.22%	51
2024 Q1	$3.41M	Buy	83,040 +6,303	+8%	+$247K	0.19%	62
2023 Q4	$3.14M	Buy	76,737 +8,055	+12%	+$321K	0.18%	68
2023 Q3	$2.78M	Sell	68,682 -15,738	-19%	-$645K	0.17%	70
2023 Q2	$3.38M	Sell	84,420 -53,566	-39%	-$2.21M	0.2%	71
2023 Q1	$5.83M	Sell	137,986 -92,390	-40%	-$4.03M	0.34%	64
2022 Q4	$10M	Sell	230,376 -188,659	-45%	-$8M	0.63%	54
2022 Q3	$15.8M	Buy	419,035 +99,131	+31%	+$3.99M	1.11%	29
2022 Q2	$12.7M	Buy	319,904 +60,622	+23%	+$2.74M	0.95%	34
2022 Q1	$12.1M	Sell	259,282 -9,053	-3%	-$394K	0.82%	39
2021 Q4	$10.5M	Sell	268,335 -109,409	-29%	-$4.23M	0.71%	46
2021 Q3	$13.8M	Buy	+377,744	New	+$14.1M	1.14%	32

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

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

MWP

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Money Design's GUNR Position: Q2 2025 in Review

Money Design increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 14% in Q2 2025, buying an estimated $413K and bringing the position to 88,981 shares worth $3.57M. The position accounts for 0.17% of the portfolio, ranked #48.

Money Design first reported a position in GUNR in Q3 2021 and has held it in 16 quarters since. The position peaked at $15.8M in Q3 2022. 268 funds tracked by Wall St. Rank hold GUNR as of Q2 2025.

Money Design held 88,981 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $3.57M as of Q2 2025.
Money Design bought 10,693 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2025, an estimated $413K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.17% of Money Design's portfolio in Q2 2025, its #48 holding.
Money Design first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2021 and has held it in 16 quarters since.
Money Design's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $15.8M in Q3 2022.
268 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.