VanderPol Investments’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

VanderPol Investments’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
2024 Q4	–	Sell	-7,883	Closed	-$325K	–	55
2024 Q3	$325K	Sell	7,883 -3,248	-29%	-$130K	0.72%	29
2024 Q2	$447K	Sell	11,131 -1,783	-14%	-$74.2K	1.36%	23
2024 Q1	$530K	Sell	12,914 -3,646	-22%	-$143K	1.52%	22
2023 Q4	$678K	Buy	+16,560	New	+$659K	2.31%	11

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

MWP

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

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VanderPol Investments's GUNR Position: Q4 2024 in Review

VanderPol Investments sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2024, closing a stake of 7,883 shares — an estimated $325K sold.

VanderPol Investments first reported a position in GUNR in Q4 2023 and held it in 4 quarters. The position peaked at $678K in Q4 2023. 290 funds tracked by Wall St. Rank hold GUNR as of Q4 2024.

VanderPol Investments reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
VanderPol Investments sold 7,883 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2024, an estimated $325K.
VanderPol Investments first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2023 and held it in 4 quarters.
VanderPol Investments's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $678K in Q4 2023.
290 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2024.

Based on VanderPol Investments's 13F filing for Q4 2024, filed 23 Jan 2025.