Sheets Smith Wealth Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Sheets Smith 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
2023 Q4	–	Sell	-797	Closed	-$32.2K	–	394
2023 Q3	$32.2K	Buy	+797	New	+$32.7K	﹤0.01%	409
2023 Q2	–	Sell	-6,935	Closed	-$293K	–	334
2023 Q1	$293K	Buy	6,935 +460	+7%	+$20.1K	0.04%	270
2022 Q4	$281K	Sell	6,475 -49	-0.8%	-$2.08K	0.04%	262
2022 Q3	$245K	Buy	6,524 +329	+5%	+$13.2K	0.04%	265
2022 Q2	$246K	Buy	+6,195	New	+$280K	0.04%	265

Other funds holding GUNR

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return