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Wealthspire Advisors (New York)’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Wealthspire Advisors (New York)’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
-1,378
Closed -$60.3K – 1808
2025
Q3 		$60.3K Sell
1,378
-3,692
-73% -$155K ﹤0.01% 1171
2025
Q2 		$203K Buy
+5,070
New +$196K ﹤0.01% 793
2019
Q1 		– Sell
-14,455
Closed -$423K – 355
2018
Q4 		$423K Buy
+14,455
New +$454K 0.04% 41

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
AF
Align Financial Hermantown, Minnesota $202M AUM
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
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

Wealthspire Advisors (New York)'s GUNR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2025, closing a stake of 1,378 shares — an estimated $60.3K sold.

Wealthspire Advisors (New York) first reported a position in GUNR in Q4 2018 and held it in 3 quarters. The position peaked at $423K in Q4 2018. 280 funds tracked by Wall St. Rank hold GUNR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,378 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2025, an estimated $60.3K.
  • Wealthspire Advisors (New York) first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s FlexShares Global Upstream Natural Resources Index Fund position peaked at $423K in Q4 2018.
  • 280 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.