Trace Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Trace Wealth Advisors’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 Q1	$668K	Buy	12,114 +1,275	+12%	+$66.5K	0.5%	30
2025 Q4	$497K	Sell	10,839 -4,330	-29%	-$192K	0.36%	39
2025 Q3	$664K	Hold	15,169	–	–	0.5%	29
2025 Q2	$608K	Hold	15,169	–	–	0.5%	30
2025 Q1	$589K	Sell	15,169 -1,726	-10%	-$65.9K	0.52%	30
2024 Q4	$614K	Buy	+16,895	New	+$666K	0.55%	28

Other funds holding GUNR

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

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

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIB

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

COI

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Trace Wealth Advisors's GUNR Position: Q1 2026 in Review

Trace Wealth Advisors increased its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 12% in Q1 2026, buying an estimated $66.5K and bringing the position to 12,114 shares worth $668K. The position accounts for 0.5% of the portfolio, ranked #30.

Trace Wealth Advisors first reported a position in GUNR in Q4 2024 and has held it in 6 quarters since. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Trace Wealth Advisors held 12,114 shares of FlexShares Global Upstream Natural Resources Index Fund worth $668K as of Q1 2026.
Trace Wealth Advisors bought 1,275 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $66.5K.
FlexShares Global Upstream Natural Resources Index Fund made up 0.5% of Trace Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Trace Wealth Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2024 and has held it in 6 quarters since.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.