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

SVA 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
2020
Q4 		$380K Buy
+11,675
New +$352K 0.03% 188

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
NB
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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
VM
VPR Management Houston, Texas $250M AUM 34.13% 1-Year Est. Return

SVA Wealth Management's GUNR Position: Q4 2020 in Review

SVA Wealth Management opened a new position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2020: 11,675 shares worth $380K. The stake represents 0.03% of the portfolio and ranks #188 among its holdings.

142 funds tracked by Wall St. Rank hold GUNR as of Q4 2020.

  • SVA Wealth Management held 11,675 shares of FlexShares Global Upstream Natural Resources Index Fund worth $380K as of Q4 2020.
  • FlexShares Global Upstream Natural Resources Index Fund was a new SVA Wealth Management position in Q4 2020.
  • FlexShares Global Upstream Natural Resources Index Fund made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #188 holding.
  • 142 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.