SW
GUNR icon

SVB Wealth’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

SVB Wealth’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 		$899K Sell
18,245
-4,958
-21% -$267K 0.06% 203
2026
Q1 		$1.28M Sell
23,203
-2,578
-10% -$135K 0.08% 168
2025
Q4 		$1.18M Sell
25,781
-1,825
-7% -$81K 0.07% 192
2025
Q3 		$1.21M Sell
27,606
-39,543
-59% -$1.66M 0.07% 206
2025
Q2 		$2.69M Sell
67,149
-71,996
-52% -$2.78M 0.14% 135
2025
Q1 		$5.4M Sell
139,145
-25,322
-15% -$966K 0.22% 54
2024
Q4 		$5.98M Buy
+164,467
New +$6.49M 0.11% 122
2024
Q3 		– Sell
-233,201
Closed -$9.36M – 255
2024
Q2 		$9.36M Sell
233,201
-55,269
-19% -$2.3M 0.23% 104
2024
Q1 		$11.8M Sell
288,470
-86,440
-23% -$3.38M 0.26% 98
2023
Q4 		$15.4M Sell
374,910
-161,632
-30% -$6.43M 0.37% 68
2023
Q3 		$21.7M Sell
536,542
-86,732
-14% -$3.56M 0.48% 42
2023
Q2 		$25M Sell
623,274
-75,835
-11% -$3.13M 0.45% 42
2023
Q1 		$29.6M Sell
699,109
-201,143
-22% -$8.77M 0.41% 44
2022
Q4 		$39.1M Buy
900,252
+47,215
+6% +$2M 0.53% 33
2022
Q3 		$32.1M Buy
853,037
+32,927
+4% +$1.32M 0.47% 35
2022
Q2 		$32.5M Buy
820,110
+89,268
+12% +$4.03M 0.5% 35
2022
Q1 		$34.2M Buy
730,842
+182,474
+33% +$7.94M 0.46% 39
2021
Q4 		$21.7M Buy
548,368
+58,596
+12% +$2.27M 0.36% 67
2021
Q3 		$17.9M Buy
489,772
+55,659
+13% +$2.07M 0.23% 83
2021
Q2 		$16.6M Buy
434,113
+67,625
+18% +$2.62M 0.21% 90
2021
Q1 		$13.3M Buy
366,488
+20,693
+6% +$736K 0.18% 97
2020
Q4 		$11.3M Buy
345,795
+48,062
+16% +$1.45M 0.17% 101
2020
Q3 		$8.27M Buy
297,733
+46,310
+18% +$1.35M 0.14% 107
2020
Q2 		$6.95M Buy
251,423
+112,070
+80% +$2.94M 0.13% 111
2020
Q1 		$3.14M Buy
+139,353
New +$4.03M 0.08% 148

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.14B 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

SVB Wealth's GUNR Position: Q2 2026 in Review

SVB Wealth reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 21% in Q2 2026, selling an estimated $267K and leaving 18,245 shares worth $899K. The position accounts for 0.06% of the portfolio, ranked #203.

SVB Wealth first reported a position in GUNR in Q1 2020 and has held it in 25 quarters since. The position peaked at $39.1M in Q4 2022. 318 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • SVB Wealth held 18,245 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $899K as of Q2 2026.
  • SVB Wealth sold 4,958 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $267K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.06% of SVB Wealth's portfolio in Q2 2026, its #203 holding.
  • SVB Wealth first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2020 and has held it in 25 quarters since.
  • SVB Wealth's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $39.1M in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.