Sageworth Trust Company of South Dakota’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	$373K	Sell	7,576 -592	-7%	-$31.8K	0.23%	44
2026 Q1	$451K	Hold	8,168	–	–	0.36%	41
2025 Q4	$375K	Hold	8,168	–	–	0.31%	39
2025 Q3	$358K	Hold	8,168	–	–	0.34%	42
2025 Q2	$328K	Hold	8,168	–	–	0.36%	40
2025 Q1	$317K	Hold	8,168	–	–	0.38%	40
2024 Q4	$297K	Hold	8,168	–	–	0.38%	38
2024 Q3	$337K	Sell	8,168 -870	-10%	-$34.9K	0.43%	37
2024 Q2	$363K	Sell	9,038 -3,504	-28%	-$146K	0.53%	35
2024 Q1	$515K	Sell	12,542 -640	-5%	-$25K	0.8%	36
2023 Q4	$540K	Hold	13,182	–	–	1.02%	28
2023 Q3	$533K	Sell	13,182 -7,960	-38%	-$326K	1.17%	26
2023 Q2	$847K	Sell	21,142 -3,974	-16%	-$164K	2.11%	16
2023 Q1	$1.06M	Hold	25,116	–	–	2.48%	12
2022 Q4	$1.09M	Sell	25,116 -1,401	-5%	-$59.4K	2.45%	12
2022 Q3	$997K	Sell	26,517 -390	-1%	-$15.7K	2.45%	11
2022 Q2	$1.07M	Hold	26,907	–	–	2.2%	12
2022 Q1	$1.26M	Hold	26,907	–	–	2.36%	9
2021 Q4	$1.06M	Buy	+26,907	New	+$1.04M	1.64%	16

Other funds holding GUNR

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

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

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Sageworth Trust Company of South Dakota's GUNR Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 7.2% in Q2 2026, selling an estimated $31.8K and leaving 7,576 shares worth $373K. The position accounts for 0.23% of the portfolio, ranked #44.

Sageworth Trust Company of South Dakota first reported a position in GUNR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q1 2022. 237 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Sageworth Trust Company of South Dakota held 7,576 shares of FlexShares Global Upstream Natural Resources Index Fund worth $373K as of Q2 2026.
Sageworth Trust Company of South Dakota sold 592 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2026, an estimated $31.8K.
FlexShares Global Upstream Natural Resources Index Fund made up 0.23% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #44 holding.
Sageworth Trust Company of South Dakota first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2021 and has held it in 19 quarters since.
Sageworth Trust Company of South Dakota's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.26M in Q1 2022.
237 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.