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Smallwood Wealth Investment Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Smallwood Wealth Investment 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
2026
Q2 		$2.56M Buy
52,035
+611
+1% +$32.9K 1.12% 18
2026
Q1 		$2.84M Sell
51,424
-2,908
-5% -$152K 1.5% 15
2025
Q4 		$2.49M Sell
54,332
-3,564
-6% -$158K 1.3% 17
2025
Q3 		$2.53M Buy
57,896
+2,116
+4% +$88.7K 1.29% 18
2025
Q2 		$2.24M Buy
55,780
+1,298
+2% +$50.1K 1.28% 18
2025
Q1 		$2.11M Buy
54,482
+1,439
+3% +$54.9K 1.33% 17
2024
Q4 		$1.93M Buy
53,043
+20,769
+64% +$819K 1.32% 16
2024
Q3 		$1.33M Buy
32,274
+559
+2% +$22.4K 0.95% 19
2024
Q2 		$1.27M Buy
31,715
+513
+2% +$21.4K 0.98% 21
2024
Q1 		$1.28M Buy
31,202
+497
+2% +$19.4K 0.99% 20
2023
Q4 		$1.26M Buy
30,705
+753
+3% +$30K 1.04% 20
2023
Q3 		$1.21M Buy
29,952
+615
+2% +$25.2K 1.1% 20
2023
Q2 		$1.18M Sell
29,337
-463
-2% -$19.1K 1.05% 21
2023
Q1 		$1.26M Sell
29,800
-203
-0.7% -$8.85K 1.19% 20
2022
Q4 		$1.3M Sell
30,003
-3,113
-9% -$132K 1.1% 21
2022
Q3 		$1.25M Buy
33,116
+801
+2% +$32.2K 1.12% 21
2022
Q2 		$1.28M Sell
32,315
-31
-0.1% -$1.4K 1.3% 18
2022
Q1 		$1.51M Sell
32,346
-363
-1% -$15.8K 1.43% 13
2021
Q4 		$1.29M Buy
+32,709
New +$1.26M 1.2% 16

Other funds holding GUNR

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
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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Smallwood Wealth Investment Management's GUNR Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 1.2% in Q2 2026, buying an estimated $32.9K and bringing the position to 52,035 shares worth $2.56M. The position accounts for 1.12% of the portfolio, ranked #18.

Smallwood Wealth Investment Management first reported a position in GUNR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.84M in Q1 2026. 150 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Smallwood Wealth Investment Management held 52,035 shares of FlexShares Global Upstream Natural Resources Index Fund worth $2.56M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 611 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2026, an estimated $32.9K.
  • FlexShares Global Upstream Natural Resources Index Fund made up 1.12% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #18 holding.
  • Smallwood Wealth Investment Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2.84M in Q1 2026.
  • 150 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.