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OneDigital Investment Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

OneDigital Investment Advisors’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 		$721K Sell
14,636
-18
-0.1% -$968 0.01% 891
2026
Q1 		$808K Buy
14,654
+18
+0.1% +$939 0.01% 759
2025
Q4 		$671K Hold
14,636
– – 0.01% 828
2025
Q3 		$641K Hold
14,636
– – 0.01% 832
2025
Q2 		$587K Hold
14,636
– – 0.01% 844
2025
Q1 		$568K Hold
14,636
– – 0.01% 813
2024
Q4 		$532K Hold
14,636
– – 0.01% 864
2024
Q3 		$604K Sell
14,636
-260
-2% -$10.4K 0.01% 862
2024
Q2 		$598K Buy
14,896
+260
+2% +$10.8K 0.01% 825
2024
Q1 		$601K Sell
14,636
-20
-0.1% -$783 0.01% 679
2023
Q4 		$600K Hold
14,656
– – 0.01% 650
2023
Q3 		$593K Sell
14,656
-1,894
-11% -$77.7K 0.01% 581
2023
Q2 		$663K Sell
16,550
-12
-0.1% -$495 0.01% 536
2023
Q1 		$700K Buy
16,562
+13
+0.1% +$567 0.02% 502
2022
Q4 		$719K Sell
16,549
-2
-0% -$85 0.02% 431
2022
Q3 		$622K Buy
16,551
+2
+0% +$80 0.02% 402
2022
Q2 		$656K Hold
16,549
– – 0.03% 351
2022
Q1 		$775K Buy
16,549
+1,847
+13% +$80.4K 0.03% 334
2021
Q4 		$581K Sell
14,702
-4
-0% -$155 0.02% 405
2021
Q3 		$538K Sell
14,706
-159
-1% -$5.92K 0.02% 397
2021
Q2 		$569K Buy
14,865
+159
+1% +$6.15K 0.02% 376
2021
Q1 		$532K Hold
14,706
– – 0.02% 373
2020
Q4 		$479K Hold
14,706
– – 0.03% 365
2020
Q3 		$408K Sell
14,706
-300
-2% -$8.74K 0.03% 346
2020
Q2 		$415K Hold
15,006
– – 0.03% 354
2020
Q1 		$338K Hold
15,006
– – 0.03% 342
2019
Q4 		$503K Hold
15,006
– – 0.04% 297
2019
Q3 		$467K Buy
15,006
+164
+1% +$5.2K 0.04% 284
2019
Q2 		$490K Buy
+14,842
New +$481K 0.04% 258
2018
Q4 		– Sell
-3,550
Closed -$120K – 1179
2018
Q3 		$120K Buy
3,550
+1,663
+88% +$55.4K 0.03% 253
2018
Q2 		$64K Hold
1,887
– – 0.01% 434
2018
Q1 		$61K Buy
+1,887
New +$63.3K 0.01% 468

Other funds holding GUNR

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

OneDigital Investment Advisors's GUNR Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 0.12% in Q2 2026, selling an estimated $968 and leaving 14,636 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #891.

OneDigital Investment Advisors first reported a position in GUNR in Q1 2018 and has held it in 32 quarters since. The position peaked at $808K in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • OneDigital Investment Advisors held 14,636 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $721K as of Q2 2026.
  • OneDigital Investment Advisors sold 18 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $968.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #891 holding.
  • OneDigital Investment Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2018 and has held it in 32 quarters since.
  • OneDigital Investment Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $808K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.