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Roof Eidam Maycock Peralta (REMP)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Sell
113,018
-317
-0.3% -$32.2K 2.29% 15
2026
Q1 		$10.8M Sell
113,335
-300
-0.3% -$29.7K 2.49% 15
2025
Q4 		$10.8M Sell
113,635
-2,415
-2% -$228K 2.45% 15
2025
Q3 		$10.8M Sell
116,050
-406
-0.3% -$36.7K 2.62% 14
2025
Q2 		$10.4M Sell
116,456
-2,183
-2% -$186K 2.56% 14
2025
Q1 		$9.69M Sell
118,639
-495
-0.4% -$39.9K 2.57% 14
2024
Q4 		$9.07M Buy
119,134
+4,120
+4% +$328K 2.34% 14
2024
Q3 		$9.68M Buy
115,014
+535
+0.5% +$43.2K 2.46% 14
2024
Q2 		$9.02M Buy
114,479
+229
+0.2% +$18.2K 2.45% 15
2024
Q1 		$9.13M Buy
114,250
+300
+0.3% +$23K 2.51% 14
2023
Q4 		$8.61M Sell
113,950
-455
-0.4% -$32.2K 2.58% 14
2023
Q3 		$7.91M Buy
114,405
+5,207
+5% +$375K 2.6% 12
2023
Q2 		$7.96M Buy
109,198
+4,060
+4% +$296K 2.67% 11
2023
Q1 		$7.55M Buy
105,138
+7,900
+8% +$554K 2.78% 11
2022
Q4 		$6.39M Sell
97,238
-5,725
-6% -$360K 2.27% 12
2022
Q3 		$5.78M Buy
102,963
+286
+0.3% +$17.9K 2.16% 13
2022
Q2 		$6.44M Buy
102,677
+1,159
+1% +$79.1K 2.37% 13
2022
Q1 		$7.49M Sell
101,518
-4,505
-4% -$339K 2.42% 13
2021
Q4 		$8.43M Buy
106,023
+3,715
+4% +$296K 2.84% 11
2021
Q3 		$8.02M Sell
102,308
-1,352
-1% -$109K 2.95% 11
2021
Q2 		$8.19M Buy
103,660
+1,370
+1% +$109K 3.06% 11
2021
Q1 		$7.76M Buy
102,290
+2,860
+3% +$215K 2.99% 12
2020
Q4 		$7.26M Buy
99,430
+2,435
+3% +$166K 2.83% 13
2020
Q3 		$6.16M Sell
96,995
-20
-0% -$1.28K 2.4% 15
2020
Q2 		$5.88M Buy
+97,015
New +$5.57M 2.27% 15
2019
Q4 		– Sell
-1,250
Closed -$80K – 109
2019
Q3 		$80K Buy
+1,250
New +$79K 0.03% 108

Other funds holding ESGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

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

Roof Eidam Maycock Peralta (REMP) reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.28% in Q2 2026, selling an estimated $32.2K and leaving 113,018 shares worth $11.6M. The position accounts for 2.29% of the portfolio, ranked #15.

Roof Eidam Maycock Peralta (REMP) first reported a position in ESGD in Q3 2019 and has held it in 26 quarters since. 433 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 113,018 shares of iShares ESG Aware MSCI EAFE ETF worth $11.6M as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) sold 317 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $32.2K.
  • iShares ESG Aware MSCI EAFE ETF made up 2.29% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #15 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 26 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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