Robertson Stephens Wealth Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Robertson Stephens Wealth Management’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 Q2	–	Sell	-5,736	Closed	-$223K	–	567
2025 Q1	$223K	Sell	5,736 -485	-8%	-$18.5K	0.01%	509
2024 Q4	$226K	Buy	+6,221	New	+$245K	0.01%	528

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 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

Robertson Stephens Wealth Management's GUNR Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2025, closing a stake of 5,736 shares — an estimated $223K sold.

Robertson Stephens Wealth Management first reported a position in GUNR in Q4 2024 and held it in 2 quarters. The position peaked at $226K in Q4 2024. 268 funds tracked by Wall St. Rank hold GUNR as of Q2 2025.

Robertson Stephens Wealth Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 5,736 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2025, an estimated $223K.
Robertson Stephens Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2024 and held it in 2 quarters.
Robertson Stephens Wealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $226K in Q4 2024.
268 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.