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Principal Securities’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Principal Securities’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
-8,629
Closed -$396K – 1441
2025
Q4 		$396K Buy
8,629
+2,257
+35% +$100K 0.01% 1032
2025
Q3 		$279K Sell
6,372
-758
-11% -$31.8K ﹤0.01% 1142
2025
Q2 		$286K Buy
7,130
+1,186
+20% +$45.8K 0.01% 1084
2025
Q1 		$216K Hold
5,944
– – ﹤0.01% 1094
2024
Q4 		$216K Buy
5,944
+5,491
+1,212% +$217K ﹤0.01% 1094
2024
Q3 		$18.7K Sell
453
-3
-0.7% -$120 ﹤0.01% 2151
2024
Q2 		$18.3K Sell
456
-5,392
-92% -$225K ﹤0.01% 2103
2024
Q1 		$240K Buy
5,848
+5,389
+1,174% +$211K 0.01% 944
2023
Q4 		$18.8K Buy
+459
New +$18.3K ﹤0.01% 1958

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
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Principal Securities's GUNR Position: Q1 2026 in Review

Principal Securities sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2026, closing a stake of 8,629 shares — an estimated $396K sold.

Principal Securities first reported a position in GUNR in Q4 2023 and held it in 9 quarters. The position peaked at $396K in Q4 2025. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

  • Principal Securities reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2026 after selling out during the quarter.
  • Principal Securities sold 8,629 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $396K.
  • Principal Securities first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2023 and held it in 9 quarters.
  • Principal Securities's FlexShares Global Upstream Natural Resources Index Fund position peaked at $396K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.