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Robertson Stephens Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund 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
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
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
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
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 FlexShares Global Upstream Natural Resources Index Fund (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 FlexShares Global Upstream Natural Resources Index Fund position as of Q2 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,736 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2025, an estimated $223K.
  • Robertson Stephens Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $226K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2025.

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