Stelac Advisory Services’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Stelac Advisory Services’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	$2.08M	Buy	37,724 +7,382	+24%	+$385K	0.42%	62
2025 Q4	$1.39M	Buy	30,342 +10,100	+50%	+$448K	0.49%	39
2025 Q3	$886K	Sell	20,242 -10,796	-35%	-$453K	0.31%	49
2025 Q2	$1.24M	Sell	31,038 -7,045	-18%	-$272K	0.47%	39
2025 Q1	$1.48M	Buy	38,083 +4,295	+13%	+$164K	0.61%	37
2024 Q4	$1.23M	Hold	33,788	–	–	0.48%	43
2024 Q3	$1.4M	Buy	33,788 +340	+1%	+$13.6K	0.57%	38
2024 Q2	$1.34M	Buy	+33,448	New	+$1.39M	0.56%	41
2024 Q1	–	Sell	-34,976	Closed	-$1.43M	–	107
2023 Q4	$1.43M	Sell	34,976 -2,819	-7%	-$112K	0.77%	33
2023 Q3	$1.53M	Sell	37,795 -1,025	-3%	-$42K	0.83%	31
2023 Q2	$1.56M	Sell	38,820 -18,395	-32%	-$759K	0.69%	30
2023 Q1	$2.42M	Sell	57,215 -7,226	-11%	-$315K	1.05%	28
2022 Q4	$2.84M	Sell	64,441 -8,726	-12%	-$370K	1.28%	26
2022 Q3	$2.75M	Sell	73,167 -675	-0.9%	-$27.1K	1.25%	27
2022 Q2	$2.93M	Buy	+73,842	New	+$3.34M	1.18%	30

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

Stelac Advisory Services's GUNR Position: Q1 2026 in Review

Stelac Advisory Services increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 24% in Q1 2026, buying an estimated $385K and bringing the position to 37,724 shares worth $2.08M. The position accounts for 0.42% of the portfolio, ranked #62.

Stelac Advisory Services first reported a position in GUNR in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.93M in Q2 2022. 298 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Stelac Advisory Services held 37,724 shares of FlexShares Global Upstream Natural Resources Index Fund worth $2.08M as of Q1 2026.
Stelac Advisory Services bought 7,382 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $385K.
FlexShares Global Upstream Natural Resources Index Fund made up 0.42% of Stelac Advisory Services's portfolio in Q1 2026, its #62 holding.
Stelac Advisory Services first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2022 and has held it in 15 quarters since.
Stelac Advisory Services's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2.93M in Q2 2022.
298 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.