OA
GUNR icon

Operose Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Operose 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
2025
Q1 		– Sell
-1,577
Closed -$57.3K – 423
2024
Q4 		$57.3K Sell
1,577
-771
-33% -$30.4K 0.02% 206
2024
Q3 		$96.9K Buy
+2,348
New +$94.2K 0.03% 199

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Operose Advisors's GUNR Position: Q1 2025 in Review

Operose Advisors sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2025, closing a stake of 1,577 shares — an estimated $57.3K sold.

Operose Advisors first reported a position in GUNR in Q3 2024 and held it in 2 quarters. The position peaked at $96.9K in Q3 2024. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

  • Operose Advisors reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2025 after selling out during the quarter.
  • Operose Advisors sold 1,577 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2025, an estimated $57.3K.
  • Operose Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2024 and held it in 2 quarters.
  • Operose Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $96.9K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2025.

Based on Operose Advisors's 13F filing for Q1 2025, filed 12 May 2025.