Noble Family Wealth’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Noble Family Wealth’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 Q1	–	Sell	-11,370	Closed	-$411K	–	62
2024 Q4	$411K	Sell	11,370 -24,681	-68%	-$973K	0.11%	53
2024 Q3	$1.49M	Sell	36,051 -14,517	-29%	-$583K	0.4%	32
2024 Q2	$2.03M	Sell	50,568 -2,512	-5%	-$105K	0.58%	28
2024 Q1	$2.18M	Sell	53,080 -21,042	-28%	-$823K	0.62%	28
2023 Q4	$3.04M	Sell	74,122 -10,568	-12%	-$421K	0.92%	25
2023 Q3	$3.42M	Buy	84,690 +17,334	+26%	+$711K	1.15%	22
2023 Q2	$2.7M	Sell	67,356 -11,829	-15%	-$488K	0.88%	26
2023 Q1	$3.35M	Buy	+79,185	New	+$3.45M	1.14%	23

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Noble Family Wealth's GUNR Position: Q1 2025 in Review

Noble Family Wealth sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2025, closing a stake of 11,370 shares — an estimated $411K sold.

Noble Family Wealth first reported a position in GUNR in Q1 2023 and held it in 8 quarters. The position peaked at $3.42M in Q3 2023. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

Noble Family Wealth reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
Noble Family Wealth sold 11,370 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2025, an estimated $411K.
Noble Family Wealth first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2023 and held it in 8 quarters.
Noble Family Wealth's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $3.42M in Q3 2023.
262 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2025.

Based on Noble Family Wealth's 13F filing for Q1 2025, filed 16 Apr 2025.