Whittier Trust’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Whittier Trust’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	$741K	Hold	13,354	–	–	0.01%	392
2025 Q4	$631K	Hold	13,354	–	–	0.01%	412
2025 Q3	$586K	Hold	13,354	–	–	0.01%	415
2025 Q2	$536K	Buy	13,354 +6,726	+101%	+$260K	0.01%	476
2025 Q1	$257K	Hold	6,628	–	–	﹤0.01%	606
2024 Q4	$241K	Hold	6,628	–	–	﹤0.01%	625
2024 Q3	$273K	Sell	6,628 -4,896	-42%	-$197K	﹤0.01%	616
2024 Q2	$462K	Buy	11,524 +9,793	+566%	+$408K	0.01%	497
2024 Q1	$71.1K	Hold	1,731	–	–	﹤0.01%	860
2023 Q4	$70.9K	Hold	1,731	–	–	﹤0.01%	846
2023 Q3	$70K	Hold	1,731	–	–	﹤0.01%	844
2023 Q2	$69.3K	Hold	1,731	–	–	﹤0.01%	868
2023 Q1	$73.2K	Sell	1,731 -304	-15%	-$13.3K	﹤0.01%	890
2022 Q4	$88.5K	Hold	2,035	–	–	﹤0.01%	844
2022 Q3	$76K	Hold	2,035	–	–	﹤0.01%	879
2022 Q2	$81K	Hold	2,035	–	–	﹤0.01%	848
2022 Q1	$95K	Buy	2,035 +304	+18%	+$13.2K	﹤0.01%	833
2021 Q4	$68K	Hold	1,731	–	–	﹤0.01%	911
2021 Q3	$63K	Hold	1,731	–	–	﹤0.01%	879
2021 Q2	$66K	Hold	1,731	–	–	﹤0.01%	885
2021 Q1	$63K	Sell	1,731 -5,746	-77%	-$204K	﹤0.01%	878
2020 Q4	$243K	Buy	7,477 +5,746	+332%	+$173K	0.01%	560
2020 Q3	$48K	Sell	1,731 -1,667	-49%	-$48.6K	﹤0.01%	840
2020 Q2	$94K	Hold	3,398	–	–	﹤0.01%	684
2020 Q1	$77K	Hold	3,398	–	–	﹤0.01%	712
2019 Q4	$114K	Hold	3,398	–	–	﹤0.01%	670
2019 Q3	$106K	Hold	3,398	–	–	﹤0.01%	681
2019 Q2	$112K	Hold	3,398	–	–	﹤0.01%	638
2019 Q1	$111K	Hold	3,398	–	–	﹤0.01%	639
2018 Q4	$99K	Hold	3,398	–	–	﹤0.01%	635
2018 Q3	$115K	Hold	3,398	–	–	﹤0.01%	611
2018 Q2	$115K	Sell	3,398 -16,952	-83%	-$579K	﹤0.01%	602
2018 Q1	$663K	Hold	20,350	–	–	0.02%	335
2017 Q4	$677K	Buy	20,350 +16,952	+499%	+$541K	0.02%	326
2017 Q3	$106K	Hold	3,398	–	–	﹤0.01%	599
2017 Q2	$97K	Buy	+3,398	New	+$98.9K	﹤0.01%	586
2016 Q1	–	Sell	-2	Closed	–	–	1190
2015 Q4	$0	Sell	2 -1,071	-100%	-$26.4K	﹤0.01%	1200
2015 Q3	$25K	Hold	1,073	–	–	﹤0.01%	830
2015 Q2	$32K	Hold	1,073	–	–	﹤0.01%	821
2015 Q1	$32K	Hold	1,073	–	–	﹤0.01%	797
2014 Q4	$33K	Hold	1,073	–	–	﹤0.01%	716
2014 Q3	$37K	Hold	1,073	–	–	﹤0.01%	693
2014 Q2	$40K	Hold	1,073	–	–	﹤0.01%	678
2014 Q1	$38K	Hold	1,073	–	–	﹤0.01%	697
2013 Q4	$37K	Hold	1,073	–	–	﹤0.01%	721
2013 Q3	$36K	Hold	1,073	–	–	﹤0.01%	721
2013 Q2	$34K	Buy	+1,073	New	+$36.2K	﹤0.01%	724

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

Whittier Trust's GUNR Position: Q1 2026 in Review

Whittier Trust held its FlexShares Global Upstream Natural Resources Index Fund (GUNR) position steady in Q1 2026 at 13,354 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #392.

Whittier Trust first reported a position in GUNR in Q2 2013 and has held it in 47 quarters since. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Whittier Trust held 13,354 shares of FlexShares Global Upstream Natural Resources Index Fund worth $741K as of Q1 2026.
Whittier Trust left its FlexShares Global Upstream Natural Resources Index Fund share count unchanged in Q1 2026.
FlexShares Global Upstream Natural Resources Index Fund made up 0.01% of Whittier Trust's portfolio in Q1 2026, its #392 holding.
Whittier Trust first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2013 and has held it in 47 quarters since.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.