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Roof Eidam Maycock Peralta (REMP)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242K Hold
1,700
– – 0.05% 124
2026
Q1 		$206K Sell
1,700
-350
-17% -$44.7K 0.05% 124
2025
Q4 		$264K Hold
2,050
– – 0.06% 114
2025
Q3 		$258K Hold
2,050
– – 0.06% 114
2025
Q2 		$238K Hold
2,050
– – 0.06% 116
2025
Q1 		$210K Hold
2,050
– – 0.06% 118
2024
Q4 		$226K Hold
2,050
– – 0.06% 112
2024
Q3 		$223K Hold
2,050
– – 0.06% 121
2024
Q2 		$213K Hold
2,050
– – 0.06% 117
2024
Q1 		$207K Buy
+2,050
New +$196K 0.06% 122
2022
Q2 		– Sell
-2,550
Closed -$221K – 102
2022
Q1 		$221K Hold
2,550
– – 0.07% 103
2021
Q4 		$237K Hold
2,550
– – 0.08% 102
2021
Q3 		$212K Buy
+2,550
New +$218K 0.08% 101

Other funds holding DSI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s DSI Position: Q2 2026 in Review

Roof Eidam Maycock Peralta (REMP) held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 1,700 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #124.

Roof Eidam Maycock Peralta (REMP) first reported a position in DSI in Q3 2021 and has held it in 13 quarters since. The position peaked at $264K in Q4 2025. 359 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 1,700 shares of iShares MSCI KLD 400 Social ETF worth $242K as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.05% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #124 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2021 and has held it in 13 quarters since.
  • Roof Eidam Maycock Peralta (REMP)'s iShares MSCI KLD 400 Social ETF position peaked at $264K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q2 2026, filed 24 Jul 2026.