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Pension & Wealth Management Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Pension & Wealth Management 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
2023
Q2 		– Sell
-42
Closed -$1.78K – 288
2023
Q1 		$1.78K Buy
+42
New +$1.83K ﹤0.01% 282

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
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
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Pension & Wealth Management Advisors's GUNR Position: Q2 2023 in Review

Pension & Wealth Management Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2023, closing a stake of 42 shares — an estimated $1.78K sold.

Pension & Wealth Management Advisors first reported a position in GUNR in Q1 2023 and held it in 1 quarter. The position peaked at $1.78K in Q1 2023. 287 funds tracked by Wall St. Rank hold GUNR as of Q2 2023.

  • Pension & Wealth Management Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 42 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2023, an estimated $1.78K.
  • Pension & Wealth Management Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1.78K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2023, filed 7 Aug 2026.