XF
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XML Financial’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

XML Financial’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 		– Sell
-13,107
Closed -$601K – 438
2025
Q4 		$601K Buy
+13,107
New +$582K 0.05% 234

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
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
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
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

XML Financial's GUNR Position: Q1 2026 in Review

XML Financial sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2026, closing a stake of 13,107 shares — an estimated $601K sold.

XML Financial first reported a position in GUNR in Q4 2025 and held it in 1 quarter. The position peaked at $601K in Q4 2025. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

  • XML Financial reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2026 after selling out during the quarter.
  • XML Financial sold 13,107 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2026, an estimated $601K.
  • XML Financial first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2025 and held it in 1 quarter.
  • XML Financial's FlexShares Global Upstream Natural Resources Index Fund position peaked at $601K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.