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

Total Wealth Planning’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
2025
Q1 		– Sell
-6,245
Closed -$227K – 93
2024
Q4 		$227K Buy
6,245
+21
+0.3% +$828 0.04% 88
2024
Q3 		$257K Sell
6,224
-366
-6% -$14.7K 0.04% 86
2024
Q2 		$272K Sell
6,590
-38
-0.6% -$1.58K 0.04% 85
2024
Q1 		$272K Buy
6,628
+10
+0.2% +$391 0.05% 85
2023
Q4 		$271K Sell
6,618
-164
-2% -$6.53K 0.05% 82
2023
Q3 		$274K Buy
6,782
+106
+2% +$4.35K 0.06% 77
2023
Q2 		$268K Sell
6,676
-581
-8% -$24K 0.06% 75
2023
Q1 		$307K Sell
7,257
-1,287
-15% -$56.1K 0.07% 72
2022
Q4 		$371K Sell
8,544
-2,328
-21% -$98.7K 0.09% 68
2022
Q3 		$409K Sell
10,872
-29,158
-73% -$1.17M 0.12% 63
2022
Q2 		$1.59M Sell
40,030
-12,307
-24% -$556K 0.46% 34
2022
Q1 		$2.45M Buy
+52,337
New +$2.28M 0.66% 31

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Total Wealth Planning's GUNR Position: Q1 2025 in Review

Total Wealth Planning sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2025, closing a stake of 6,245 shares — an estimated $227K sold.

Total Wealth Planning first reported a position in GUNR in Q1 2022 and held it in 12 quarters. The position peaked at $2.45M in Q1 2022. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

  • Total Wealth Planning reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning sold 6,245 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2025, an estimated $227K.
  • Total Wealth Planning first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2022 and held it in 12 quarters.
  • Total Wealth Planning's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $2.45M in Q1 2022.
  • 262 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2025.

Based on Total Wealth Planning's 13F filing for Q1 2025, filed 15 Apr 2025.