N.E.W. Advisory Services’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

N.E.W. Advisory Services’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	$47.3K	Buy	959 +352	+58%	+$18.9K	﹤0.01%	383
2026 Q1	$33.5K	Hold	607	–	–	﹤0.01%	421
2025 Q4	$27.8K	Hold	607	–	–	﹤0.01%	440
2025 Q3	$26.6K	Hold	607	–	–	﹤0.01%	412
2025 Q2	$24.3K	Hold	607	–	–	﹤0.01%	424
2025 Q1	$23.6K	Buy	+607	New	+$23.2K	﹤0.01%	473

Other funds holding GUNR

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

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 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

MWP

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

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

N.E.W. Advisory Services's GUNR Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 58% in Q2 2026, buying an estimated $18.9K and bringing the position to 959 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

N.E.W. Advisory Services first reported a position in GUNR in Q1 2025 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

N.E.W. Advisory Services held 959 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $47.3K as of Q2 2026.
N.E.W. Advisory Services bought 352 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $18.9K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #383 holding.
N.E.W. Advisory Services first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2025 and has held it in 6 quarters since.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.