Moran Wealth Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF 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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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

Moran Wealth Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (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 Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2023 after selling out during the quarter.
Moran Wealth Management sold 25,428 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2023, an estimated $1.08M.
Moran Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2022 and held it in 2 quarters.
Moran Wealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1.09M in Q4 2022.
287 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2023.

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