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Wiser Advisor Group’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Wiser Advisor Group’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
Q1 		– Sell
-64
Closed -$2.33K – 277
2024
Q4 		$2.33K Hold
64
– – ﹤0.01% 235
2024
Q3 		$2.64K Hold
64
– – ﹤0.01% 230
2024
Q2 		$2.57K Hold
64
– – ﹤0.01% 245
2024
Q1 		$2.63K Hold
64
– – ﹤0.01% 252
2023
Q4 		$2.62K Buy
+64
New +$2.55K ﹤0.01% 252

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Wiser Advisor Group's GUNR Position: Q1 2025 in Review

Wiser Advisor Group sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2025, closing a stake of 64 shares — an estimated $2.33K sold.

Wiser Advisor Group first reported a position in GUNR in Q4 2023 and held it in 5 quarters. The position peaked at $2.64K in Q3 2024. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

  • Wiser Advisor Group reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 64 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2025, an estimated $2.33K.
  • Wiser Advisor Group first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2023 and held it in 5 quarters.
  • Wiser Advisor Group's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2.64K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2025.

Based on Wiser Advisor Group's 13F filing for Q1 2025, filed 14 May 2025.