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

Wealthcare Capital 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
2025 Q4	–	Sell	-25,691	Closed	-$1.12M	–	154
2025 Q3	$1.12M	Buy	25,691 +1,960	+8%	+$82.2K	0.52%	39
2025 Q2	$952K	Buy	23,731 +2,349	+11%	+$90.7K	0.48%	37
2025 Q1	$830K	Buy	21,382 +1,711	+9%	+$65.3K	0.43%	41
2024 Q4	$715K	Buy	+19,671	New	+$776K	0.37%	41

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

Wealthcare Capital Partners's GUNR Position: Q4 2025 in Review

Wealthcare Capital Partners sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2025, closing a stake of 25,691 shares — an estimated $1.12M sold.

Wealthcare Capital Partners first reported a position in GUNR in Q4 2024 and held it in 4 quarters. The position peaked at $1.12M in Q3 2025. 280 funds tracked by Wall St. Rank hold GUNR as of Q4 2025.

Wealthcare Capital Partners reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2025 after selling out during the quarter.
Wealthcare Capital Partners sold 25,691 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2025, an estimated $1.12M.
Wealthcare Capital Partners first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2024 and held it in 4 quarters.
Wealthcare Capital Partners's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.12M in Q3 2025.
280 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2025.

Based on Wealthcare Capital Partners's 13F filing for Q4 2025, filed 14 Jan 2026.