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

Valued Retirements’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	$747K	Hold	13,543	–	–	0.73%	34
2025 Q4	$621K	Sell	13,543 -1,258	-8%	-$55.8K	0.61%	39
2025 Q3	$594K	Hold	14,801	–	–	0.67%	41
2025 Q2	$594K	Hold	14,801	–	–	0.67%	41
2025 Q1	$574K	Hold	14,801	–	–	0.76%	36
2024 Q4	$538K	Hold	14,801	–	–	0.73%	40
2024 Q3	$611K	Hold	14,801	–	–	0.84%	31
2024 Q2	$594K	Hold	14,801	–	–	0.9%	27
2024 Q1	$608K	Hold	14,801	–	–	0.97%	26
2023 Q4	$606K	Buy	+14,801	New	+$589K	1.05%	24

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

Valued Retirements's GUNR Position: Q1 2026 in Review

Valued Retirements held its FlexShares Global Upstream Natural Resources Index Fund (GUNR) position steady in Q1 2026 at 13,543 shares worth $747K. The position accounts for 0.73% of the portfolio, ranked #34.

Valued Retirements first reported a position in GUNR in Q4 2023 and has held it in 10 quarters since. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Valued Retirements held 13,543 shares of FlexShares Global Upstream Natural Resources Index Fund worth $747K as of Q1 2026.
Valued Retirements left its FlexShares Global Upstream Natural Resources Index Fund share count unchanged in Q1 2026.
FlexShares Global Upstream Natural Resources Index Fund made up 0.73% of Valued Retirements's portfolio in Q1 2026, its #34 holding.
Valued Retirements first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2023 and has held it in 10 quarters since.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.