Trust Company of Vermont’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Trust Company of Vermont’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 Q4	$29.2K	Hold	636	–	–	﹤0.01%	673
2025 Q3	$27.8K	Hold	636	–	–	﹤0.01%	676
2025 Q2	$25.5K	Buy	636 +34	+6%	+$1.31K	﹤0.01%	667
2025 Q1	$23.4K	Hold	602	–	–	﹤0.01%	644
2024 Q4	$21.9K	Hold	602	–	–	﹤0.01%	663
2024 Q3	$24.8K	Hold	602	–	–	﹤0.01%	626
2024 Q2	$24.2K	Hold	602	–	–	﹤0.01%	578
2024 Q1	$24.7K	Hold	602	–	–	﹤0.01%	583
2023 Q4	$24.7K	Hold	602	–	–	﹤0.01%	521
2023 Q3	$24.3K	Hold	602	–	–	﹤0.01%	546
2023 Q2	$24.1K	Buy	+602	New	+$24.8K	﹤0.01%	559
2023 Q1	–	Sell	-69	Closed	-$3K	–	888
2022 Q4	$3K	Buy	+69	New	+$2.93K	﹤0.01%	796
2018 Q3	–	Sell	-1,521	Closed	-$52K	–	1078
2018 Q2	$52K	Buy	1,521 +1,360	+845%	+$46.4K	﹤0.01%	521
2018 Q1	$5K	Buy	+161	New	+$5.4K	﹤0.01%	823

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

Align Financial Hermantown, Minnesota $202M AUM

CFFNO

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

MWP

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

Trust Company of Vermont's GUNR Position: Q4 2025 in Review

Trust Company of Vermont held its FlexShares Global Upstream Natural Resources Index Fund (GUNR) position steady in Q4 2025 at 636 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Trust Company of Vermont first reported a position in GUNR in Q1 2018 and has held it in 14 quarters since. The position peaked at $52K in Q2 2018. 280 funds tracked by Wall St. Rank hold GUNR as of Q4 2025.

Trust Company of Vermont held 636 shares of FlexShares Global Upstream Natural Resources Index Fund worth $29.2K as of Q4 2025.
Trust Company of Vermont left its FlexShares Global Upstream Natural Resources Index Fund share count unchanged in Q4 2025.
FlexShares Global Upstream Natural Resources Index Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #673 holding.
Trust Company of Vermont first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2018 and has held it in 14 quarters since.
Trust Company of Vermont's FlexShares Global Upstream Natural Resources Index Fund position peaked at $52K in Q2 2018.
280 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.