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Moran Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Moran Wealth 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
2023
Q2 		– Sell
-25,428
Closed -$1.08M – 393
2023
Q1 		$1.08M Buy
25,428
+443
+2% +$19.3K 0.04% 254
2022
Q4 		$1.09M Buy
+24,985
New +$1.06M 0.04% 253

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return

Moran Wealth Management's GUNR Position: Q2 2023 in Review

Moran Wealth Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q2 2023, closing a stake of 25,428 shares — an estimated $1.08M sold.

Moran Wealth Management first reported a position in GUNR in Q4 2022 and held it in 2 quarters. The position peaked at $1.09M in Q4 2022. 287 funds tracked by Wall St. Rank hold GUNR as of Q2 2023.

  • Moran Wealth Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 25,428 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2023, an estimated $1.08M.
  • Moran Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.09M in Q4 2022.
  • 287 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.