Tidemark’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Tidemark’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 Q4	–	Sell	-149	Closed	-$6.18K	–	648
2024 Q3	$6.18K	Hold	149	–	–	﹤0.01%	476
2024 Q2	$5.97K	Buy	149 +2	+1%	+$83	﹤0.01%	452
2024 Q1	$6.04K	Hold	147	–	–	﹤0.01%	495
2023 Q4	$6K	Buy	+147	New	+$5.85K	﹤0.01%	480

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

1832 Asset Management

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

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

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

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return