Roof Eidam Maycock Peralta (REMP)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio HEFA Stock Details HEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.15M	Sell	109,825 -5,150	-4%	-$232K	1.02%	24
2026 Q1	$4.89M	Hold	114,975	–	–	1.12%	20
2025 Q4	$4.76M	Sell	114,975 -2,900	-2%	-$119K	1.08%	21
2025 Q3	$4.67M	Sell	117,875 -6,750	-5%	-$260K	1.14%	20
2025 Q2	$4.73M	Buy	124,625 +2,022	+2%	+$73.9K	1.17%	20
2025 Q1	$4.45M	Buy	122,603 +53,353	+77%	+$1.94M	1.18%	19
2024 Q4	$2.41M	Buy	+69,250	New	+$2.44M	0.62%	31

Other funds holding HEFA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

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

Roof Eidam Maycock Peralta (REMP) reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 4.5% in Q2 2026, selling an estimated $232K and leaving 109,825 shares worth $5.15M. The position accounts for 1.02% of the portfolio, ranked #24.

Roof Eidam Maycock Peralta (REMP) first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Roof Eidam Maycock Peralta (REMP) held 109,825 shares of iShares Currency Hedged MSCI EAFE ETF worth $5.15M as of Q2 2026.
Roof Eidam Maycock Peralta (REMP) sold 5,150 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $232K.
iShares Currency Hedged MSCI EAFE ETF made up 1.02% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #24 holding.
Roof Eidam Maycock Peralta (REMP) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

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