Wealthcare Advisory Partners’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Wealthcare Advisory Partners’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 Q2	$2.33M	Sell	47,264 -952	-2%	-$51.2K	0.04%	325
2026 Q1	$2.66M	Sell	48,216 -2,631	-5%	-$137K	0.05%	307
2025 Q4	$2.33M	Sell	50,847 -133,719	-72%	-$5.93M	0.05%	319
2025 Q3	$8.08M	Buy	184,566 +5,028	+3%	+$211K	0.17%	117
2025 Q2	$7.2M	Sell	179,538 -9,358	-5%	-$361K	0.16%	119
2025 Q1	$7.33M	Buy	188,896 +21,751	+13%	+$830K	0.2%	97
2024 Q4	$6.08M	Sell	167,145 -19,070	-10%	-$752K	0.17%	113
2024 Q3	$7.68M	Sell	186,215 -27,354	-13%	-$1.1M	0.22%	89
2024 Q2	$8.57M	Buy	213,569 +12,917	+6%	+$538K	0.27%	66
2024 Q1	$8.24M	Buy	200,652 +25,196	+14%	+$986K	0.27%	68
2023 Q4	$7.18M	Buy	175,456 +7,840	+5%	+$312K	0.29%	65
2023 Q3	$6.78M	Sell	167,616 -3,978	-2%	-$163K	0.31%	64
2023 Q2	$6.88M	Buy	171,594 +14,362	+9%	+$593K	0.31%	66
2023 Q1	$6.65M	Sell	157,232 -1,025	-0.6%	-$44.7K	0.29%	65
2022 Q4	$6.88M	Buy	158,257 +9,756	+7%	+$414K	0.33%	57
2022 Q3	$5.58M	Sell	148,501 -337	-0.2%	-$13.5K	0.32%	68
2022 Q2	$5.9M	Buy	148,838 +17,408	+13%	+$787K	0.36%	52
2022 Q1	$6.16M	Buy	131,430 +18,196	+16%	+$792K	0.37%	42
2021 Q4	$4.47M	Buy	113,234 +13,019	+13%	+$503K	0.27%	54
2021 Q3	$3.67M	Buy	100,215 +443	+0.4%	+$16.5K	0.24%	63
2021 Q2	$3.82M	Buy	99,772 +10,809	+12%	+$418K	0.26%	57
2021 Q1	$3.22M	Buy	+88,963	New	+$3.17M	0.23%	61
2020 Q2	–	Sell	-90	Closed	-$2K	–	760
2020 Q1	$2K	Sell	90 -51	-36%	-$1.48K	﹤0.01%	1291
2019 Q4	$5K	Hold	141	–	–	﹤0.01%	1101
2019 Q3	$4K	Hold	141	–	–	﹤0.01%	1105
2019 Q2	$5K	Hold	141	–	–	﹤0.01%	1059
2019 Q1	$5K	Hold	141	–	–	﹤0.01%	969
2018 Q4	$4K	Hold	141	–	–	﹤0.01%	977
2018 Q3	$5K	Buy	+141	New	+$4.7K	﹤0.01%	990

Other funds holding GUNR

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealthcare Advisory Partners's GUNR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 2% in Q2 2026, selling an estimated $51.2K and leaving 47,264 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #325.

Wealthcare Advisory Partners first reported a position in GUNR in Q3 2018 and has held it in 29 quarters since. The position peaked at $8.57M in Q2 2024. 66 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Wealthcare Advisory Partners held 47,264 shares of FlexShares Global Upstream Natural Resources Index Fund worth $2.33M as of Q2 2026.
Wealthcare Advisory Partners sold 952 FlexShares Global Upstream Natural Resources Index Fund shares in Q2 2026, an estimated $51.2K.
FlexShares Global Upstream Natural Resources Index Fund made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #325 holding.
Wealthcare Advisory Partners first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2018 and has held it in 29 quarters since.
Wealthcare Advisory Partners's FlexShares Global Upstream Natural Resources Index Fund position peaked at $8.57M in Q2 2024.
66 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.