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

Valmark Advisers’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 		$189M Sell
3,424,908
-167,761
-5% -$8.75M 2.24% 11
2025
Q4 		$165M Buy
3,592,669
+56,143
+2% +$2.49M 2.03% 12
2025
Q3 		$155M Buy
3,536,526
+47,268
+1% +$1.98M 2% 13
2025
Q2 		$140M Buy
3,489,258
+33,059
+1% +$1.28M 1.95% 15
2025
Q1 		$134M Buy
3,456,199
+115,044
+3% +$4.39M 2.02% 15
2024
Q4 		$121M Buy
3,341,155
+176,173
+6% +$6.95M 1.88% 15
2024
Q3 		$131M Sell
3,164,982
-37,293
-1% -$1.5M 2.04% 14
2024
Q2 		$129M Buy
3,202,275
+142,613
+5% +$5.94M 2.18% 13
2024
Q1 		$126M Buy
3,059,662
+134,227
+5% +$5.25M 2.19% 13
2023
Q4 		$120M Buy
2,925,435
+75,043
+3% +$2.99M 2.24% 13
2023
Q3 		$115M Buy
2,850,392
+17,766
+0.6% +$729K 2.39% 13
2023
Q2 		$114M Buy
2,832,626
+206,587
+8% +$8.52M 2.31% 13
2023
Q1 		$111M Buy
2,626,039
+100,958
+4% +$4.4M 2.39% 12
2022
Q4 		$110M Sell
2,525,081
-1,090,713
-30% -$46.3M 2.53% 11
2022
Q3 		$136M Buy
3,615,794
+78,304
+2% +$3.15M 2.74% 12
2022
Q2 		$140M Sell
3,537,490
-191,871
-5% -$8.67M 2.72% 12
2022
Q1 		$175M Sell
3,729,361
-416,202
-10% -$18.1M 3.08% 11
2021
Q4 		$164M Sell
4,145,563
-63,773
-2% -$2.47M 2.82% 12
2021
Q3 		$154M Buy
4,209,336
+109,691
+3% +$4.09M 2.82% 12
2021
Q2 		$157M Sell
4,099,645
-104,686
-2% -$4.05M 2.87% 12
2021
Q1 		$152M Sell
4,204,331
-201,496
-5% -$7.17M 2.93% 12
2020
Q4 		$143M Sell
4,405,827
-254,163
-5% -$7.65M 2.92% 12
2020
Q3 		$129M Sell
4,659,990
-79,679
-2% -$2.32M 2.94% 12
2020
Q2 		$131M Sell
4,739,669
-370,577
-7% -$9.72M 3.08% 12
2020
Q1 		$115M Sell
5,110,246
-884,885
-15% -$25.6M 3.01% 13
2019
Q4 		$201M Sell
5,995,131
-171,426
-3% -$5.46M 4.36% 9
2019
Q3 		$192M Buy
6,166,557
+1,885,652
+44% +$59.7M 4.27% 10
2019
Q2 		$141M Sell
4,280,905
-27,530
-0.6% -$891K 3.1% 12
2019
Q1 		$141M Sell
4,308,435
-94,098
-2% -$3M 3.14% 11
2018
Q4 		$129M Buy
4,402,533
+58,580
+1% +$1.84M 3.09% 12
2018
Q3 		$147M Sell
4,343,953
-44,250
-1% -$1.47M 3.22% 11
2018
Q2 		$149M Sell
4,388,203
-79,821
-2% -$2.73M 3.29% 11
2018
Q1 		$146M Sell
4,468,024
-143,016
-3% -$4.8M 3.19% 12
2017
Q4 		$154M Sell
4,611,040
-34,740
-0.7% -$1.11M 3.29% 11
2017
Q3 		$145M Sell
4,645,780
-154,482
-3% -$4.67M 3.39% 10
2017
Q2 		$137M Buy
4,800,262
+160,447
+3% +$4.67M 3.31% 11
2017
Q1 		$137M Sell
4,639,815
-54,590
-1% -$1.62M 3.35% 11
2016
Q4 		$135M Sell
4,694,405
-315,625
-6% -$8.83M 3.4% 11
2016
Q3 		$138M Sell
5,010,030
-190,988
-4% -$5.18M 3.45% 11
2016
Q2 		$137M Sell
5,201,018
-281,800
-5% -$7.2M 3.45% 11
2016
Q1 		$133M Sell
5,482,818
-226,807
-4% -$5.04M 3.33% 11
2015
Q4 		$125M Buy
5,709,625
+427,389
+8% +$10.5M 3.2% 11
2015
Q3 		$128M Buy
5,282,236
+441,120
+9% +$11.6M 3.1% 11
2015
Q2 		$144M Buy
4,841,116
+54,336
+1% +$1.7M 3.28% 10
2015
Q1 		$143M Buy
4,786,780
+157,776
+3% +$4.85M 3.27% 10
2014
Q4 		$142M Buy
4,629,004
+1,141,390
+33% +$37.1M 3.3% 10
2014
Q3 		$120M Buy
3,487,614
+188,902
+6% +$6.97M 2.87% 12
2014
Q2 		$123M Buy
3,298,712
+78,522
+2% +$2.83M 2.96% 12
2014
Q1 		$113M Buy
3,220,190
+242,055
+8% +$8.25M 2.9% 12
2013
Q4 		$102M Buy
2,978,135
+1,029,841
+53% +$35.3M 2.8% 12
2013
Q3 		$65.7M Buy
+1,948,294
New +$64.3M 2.02% 16

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EW
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
Morgan Stanley
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
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
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Valmark Advisers's GUNR Position: Q1 2026 in Review

Valmark Advisers reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 4.7% in Q1 2026, selling an estimated $8.75M and leaving 3,424,908 shares worth $189M. The position accounts for 2.24% of the portfolio, ranked #11.

Valmark Advisers first reported a position in GUNR in Q3 2013 and has held it in 51 quarters since. The position peaked at $201M in Q4 2019. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

  • Valmark Advisers held 3,424,908 shares of FlexShares Global Upstream Natural Resources Index Fund worth $189M as of Q1 2026.
  • Valmark Advisers sold 167,761 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $8.75M.
  • FlexShares Global Upstream Natural Resources Index Fund made up 2.24% of Valmark Advisers's portfolio in Q1 2026, its #11 holding.
  • Valmark Advisers first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2013 and has held it in 51 quarters since.
  • Valmark Advisers's FlexShares Global Upstream Natural Resources Index Fund position peaked at $201M in Q4 2019.
  • 297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.