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Sequoia Financial Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Sequoia Financial Advisors’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 		$475K Buy
9,645
+18
+0.2% +$968 ﹤0.01% 1373
2026
Q1 		$531K Buy
9,627
+9
+0.1% +$470 ﹤0.01% 1241
2025
Q4 		$441K Buy
9,618
+211
+2% +$9.36K ﹤0.01% 1347
2025
Q3 		$412K Buy
9,407
+1,319
+16% +$55.3K ﹤0.01% 1226
2025
Q2 		$324K Buy
8,088
+21
+0.3% +$811 ﹤0.01% 1233
2025
Q1 		$313K Sell
8,067
-158
-2% -$6.03K ﹤0.01% 1041
2024
Q4 		$299K Sell
8,225
-1,192
-13% -$47K ﹤0.01% 1022
2024
Q3 		$388K Buy
9,417
+24
+0.3% +$963 ﹤0.01% 851
2024
Q2 		$377K Sell
9,393
-10
-0.1% -$416 ﹤0.01% 801
2024
Q1 		$386K Buy
9,403
+253
+3% +$9.9K ﹤0.01% 774
2023
Q4 		$375K Buy
9,150
+41
+0.5% +$1.63K ﹤0.01% 838
2023
Q3 		$368K Buy
9,109
+13
+0.1% +$533 0.01% 613
2023
Q2 		$364K Sell
9,096
-245
-3% -$10.1K 0.01% 627
2023
Q1 		$395K Buy
9,341
+7
+0.1% +$305 0.01% 536
2022
Q4 		$406K Hold
9,334
– – 0.01% 490
2022
Q3 		$351K Hold
9,334
– – 0.01% 352
2022
Q2 		$370K Sell
9,334
-1,843
-16% -$83.3K 0.01% 391
2022
Q1 		$523K Buy
11,177
+3,021
+37% +$131K 0.01% 347
2021
Q4 		$322K Buy
+8,156
New +$315K 0.01% 430
2021
Q3 		– Sell
-8,027
Closed -$307K – 332
2021
Q2 		$307K Buy
8,027
+2
+0% +$77 0.01% 372
2021
Q1 		$290K Hold
8,025
– – 0.01% 343
2020
Q4 		$261K Sell
8,025
-2,367
-23% -$71.3K 0.01% 344
2020
Q3 		$288K Hold
10,392
– – 0.02% 301
2020
Q2 		$287K Hold
10,392
– – 0.02% 298
2020
Q1 		$234K Sell
10,392
-1,792
-15% -$51.8K 0.02% 311
2019
Q4 		$409K Buy
12,184
+145
+1% +$4.62K 0.03% 246
2019
Q3 		$375K Hold
12,039
– – 0.03% 239
2019
Q2 		$397K Hold
12,039
– – 0.03% 230
2019
Q1 		$394K Hold
12,039
– – 0.03% 224
2018
Q4 		$353K Hold
12,039
– – 0.04% 180
2018
Q3 		$407K Sell
12,039
-318
-3% -$10.6K 0.04% 182
2018
Q2 		$419K Hold
12,357
– – 0.04% 175
2018
Q1 		$403K Buy
12,357
+2,780
+29% +$93.2K 0.04% 183
2017
Q4 		$319K Sell
9,577
-466
-5% -$14.9K 0.03% 217
2017
Q3 		$313K Sell
10,043
-1,944
-16% -$58.7K 0.04% 207
2017
Q2 		$342K Buy
11,987
+3,472
+41% +$101K 0.04% 193
2017
Q1 		$251K Sell
8,515
-753
-8% -$22.4K 0.03% 227
2016
Q4 		$266K Buy
+9,268
New +$259K 0.04% 217
2016
Q2 		– Sell
-9,475
Closed -$229K – 264
2016
Q1 		$229K Sell
9,475
-1,870
-16% -$41.5K 0.07% 166
2015
Q4 		$252K Buy
11,345
+555
+5% +$13.7K 0.1% 143
2015
Q3 		$253K Buy
10,790
+956
+10% +$25.2K 0.11% 138
2015
Q2 		$293K Buy
9,834
+31
+0.3% +$971 0.12% 138
2015
Q1 		$292K Sell
9,803
-203
-2% -$6.25K 0.13% 132
2014
Q4 		$306K Sell
10,006
-317
-3% -$10.3K 0.21% 103
2014
Q3 		$355K Buy
10,323
+484
+5% +$17.9K 0.25% 102
2014
Q2 		$368K Buy
9,839
+969
+11% +$35K 0.28% 85
2014
Q1 		$311K Buy
+8,870
New +$302K 0.26% 101

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
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
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
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Sequoia Financial Advisors's GUNR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 0.19% in Q2 2026, buying an estimated $968 and bringing the position to 9,645 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Sequoia Financial Advisors first reported a position in GUNR in Q1 2014 and has held it in 47 quarters since. The position peaked at $531K in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Sequoia Financial Advisors held 9,645 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $475K as of Q2 2026.
  • Sequoia Financial Advisors bought 18 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $968.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1373 holding.
  • Sequoia Financial Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2014 and has held it in 47 quarters since.
  • Sequoia Financial Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $531K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.