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SVA Wealth Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF 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 $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
VM
VPR Management Houston, Texas $249M AUM 23.9% 1-Year Est. Return

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

SVA Wealth Management opened a new position in Northern Trust Morningstar Global Upstream Natural Resources ETF (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 Northern Trust Morningstar Global Upstream Natural Resources ETF worth $380K as of Q4 2020.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF was a new SVA Wealth Management position in Q4 2020.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #188 holding.
  • 142 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2020.

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