Savvy Advisors Inc’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Savvy Advisors Inc’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	$250K	Sell	4,537 -41	-0.9%	-$2.14K	0.01%	958
2025 Q4	$210K	Buy	+4,578	New	+$203K	0.01%	936
2024 Q2	–	Sell	-5,929	Closed	-$244K	–	306
2024 Q1	$244K	Sell	5,929 -886	-13%	-$34.7K	0.14%	186
2023 Q4	$279K	Buy	+6,815	New	+$271K	0.27%	118

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.02B AUM 19.74% 1-Year Est. Return

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

Savvy Advisors Inc's GUNR Position: Q1 2026 in Review

Savvy Advisors Inc reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 0.9% in Q1 2026, selling an estimated $2.14K and leaving 4,537 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #958.

Savvy Advisors Inc first reported a position in GUNR in Q4 2023 and has held it in 4 quarters since. The position peaked at $279K in Q4 2023. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Savvy Advisors Inc held 4,537 shares of FlexShares Global Upstream Natural Resources Index Fund worth $250K as of Q1 2026.
Savvy Advisors Inc sold 41 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $2.14K.
FlexShares Global Upstream Natural Resources Index Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #958 holding.
Savvy Advisors Inc first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2023 and has held it in 4 quarters since.
Savvy Advisors Inc's FlexShares Global Upstream Natural Resources Index Fund position peaked at $279K in Q4 2023.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.