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

Stapp 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
2024 Q1	–	Sell	-69,940	Closed	-$2.86M	–	22
2023 Q4	$2.86M	Sell	69,940 -1,869	-3%	-$74.4K	4.81%	7
2023 Q3	$2.9M	Sell	71,809 -174	-0.2%	-$7.13K	5.59%	5
2023 Q2	$2.88M	Buy	71,983 +91	+0.1%	+$3.75K	5.71%	6
2023 Q1	$3.04M	Buy	71,892 +17,090	+31%	+$745K	4.17%	7
2022 Q4	$2.38M	Sell	54,802 -441	-0.8%	-$18.7K	5.71%	7
2022 Q3	$2.08M	Buy	+55,243	New	+$2.22M	6.06%	7

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

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 Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

CFB

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

MWP

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

HBT

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

Stapp Wealth Management's GUNR Position: Q1 2024 in Review

Stapp Wealth Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2024, closing a stake of 69,940 shares — an estimated $2.86M sold.

Stapp Wealth Management first reported a position in GUNR in Q3 2022 and held it in 6 quarters. The position peaked at $3.04M in Q1 2023. 281 funds tracked by Wall St. Rank hold GUNR as of Q1 2024.

Stapp Wealth Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2024 after selling out during the quarter.
Stapp Wealth Management sold 69,940 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2024, an estimated $2.86M.
Stapp Wealth Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2022 and held it in 6 quarters.
Stapp Wealth Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $3.04M in Q1 2023.
281 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2024.

Based on Stapp Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.