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Plante Moran Financial Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-1,046
Closed -$48K – 791
2025
Q4 		$48K Buy
+1,046
New +$46.4K ﹤0.01% 333
2025
Q3 		– Sell
-402
Closed -$16.1K – 819
2025
Q2 		$16.1K Buy
+402
New +$15.5K ﹤0.01% 500
2024
Q4 		– Sell
-67
Closed -$2.75K – 948
2024
Q3 		$2.75K Buy
+67
New +$2.69K ﹤0.01% 734
2023
Q3 		– Sell
-1,281
Closed -$51.3K – 802
2023
Q2 		$51.3K Hold
1,281
– – 0.01% 297
2023
Q1 		$54.2K Hold
1,281
– – 0.01% 284
2022
Q4 		$55.7K Hold
1,281
– – 0.01% 296
2022
Q3 		$48K Sell
1,281
-1,078
-46% -$43.3K 0.01% 315
2022
Q2 		$94K Hold
2,359
– – 0.02% 223
2022
Q1 		$110K Buy
2,359
+1,079
+84% +$47K 0.02% 217
2021
Q4 		$51K Buy
+1,280
New +$49.5K 0.01% 356
2020
Q3 		– Sell
-311
Closed -$9.06K – 865
2020
Q2 		$9K Buy
+311
New +$8.16K ﹤0.01% 532
2019
Q1 		– Sell
-171
Closed -$5K – 846
2018
Q4 		$5K Buy
+171
New +$5.37K ﹤0.01% 599
2017
Q3 		– Sell
-105
Closed -$3K – 825
2017
Q2 		$3K Buy
+105
New +$3.06K ﹤0.01% 714
2017
Q1 		– Sell
-225
Closed -$6K – 931
2016
Q4 		$6K Hold
225
– – ﹤0.01% 672
2016
Q3 		$6K Buy
+225
New +$6.1K ﹤0.01% 655
2015
Q4 		– Sell
-5,795
Closed -$136K – 966
2015
Q3 		$136K Buy
+5,795
New +$153K 0.11% 146

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Plante Moran Financial Advisors's GUNR Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2026, closing a stake of 1,046 shares — an estimated $48K sold.

Plante Moran Financial Advisors first reported a position in GUNR in Q3 2015 and held it in 16 quarters. The position peaked at $136K in Q3 2015. 299 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,046 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2026, an estimated $48K.
  • Plante Moran Financial Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q3 2015 and held it in 16 quarters.
  • Plante Moran Financial Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $136K in Q3 2015.
  • 299 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.