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Roof Eidam Maycock Peralta (REMP)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.77M Sell
37,420
-727
-2% -$107K 1.14% 20
2026
Q1 		$5.04M Sell
38,147
-1,017
-3% -$141K 1.16% 18
2025
Q4 		$5.46M Sell
39,164
-2,969
-7% -$410K 1.24% 19
2025
Q3 		$5.72M Sell
42,133
-5,932
-12% -$775K 1.39% 17
2025
Q2 		$6.09M Sell
48,065
-1,799
-4% -$212K 1.5% 16
2025
Q1 		$5.73M Sell
49,864
-5,213
-9% -$632K 1.52% 15
2024
Q4 		$6.7M Sell
55,077
-4,191
-7% -$514K 1.73% 15
2024
Q3 		$7.13M Sell
59,268
-3,383
-5% -$390K 1.81% 16
2024
Q2 		$7.04M Sell
62,651
-3,341
-5% -$362K 1.91% 16
2024
Q1 		$7.2M Sell
65,992
-2,089
-3% -$218K 1.98% 16
2023
Q4 		$6.84M Buy
68,081
+791
+1% +$73.8K 2.05% 16
2023
Q3 		$6.05M Buy
67,290
+11,861
+21% +$1.12M 1.99% 15
2023
Q2 		$5.19M Sell
55,429
-136
-0.2% -$12.1K 1.74% 15
2023
Q1 		$4.88M Buy
55,565
+825
+2% +$70.9K 1.79% 13
2022
Q4 		$4.51M Sell
54,740
-99,577
-65% -$8.2M 1.6% 13
2022
Q3 		$11.7M Buy
154,317
+2,138
+1% +$182K 4.37% 7
2022
Q2 		$12.3M Sell
152,179
-6,205
-4% -$545K 4.52% 7
2022
Q1 		$15.3M Sell
158,384
-7,453
-4% -$722K 4.95% 7
2021
Q4 		$17.6M Buy
165,837
+2,582
+2% +$265K 5.95% 2
2021
Q3 		$15.7M Buy
163,255
+248
+0.2% +$24.5K 5.76% 5
2021
Q2 		$15.6M Buy
+163,007
New +$15.1M 5.81% 5

Other funds holding SUSA

ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
FF
Farrow Financial Randolph, Vermont $187M AUM 21.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Roof Eidam Maycock Peralta (REMP) reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.9% in Q2 2026, selling an estimated $107K and leaving 37,420 shares worth $5.77M. The position accounts for 1.14% of the portfolio, ranked #20.

Roof Eidam Maycock Peralta (REMP) first reported a position in SUSA in Q2 2021 and has held it in 21 quarters since. The position peaked at $17.6M in Q4 2021. 294 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 37,420 shares of iShares ESG Optimized MSCI USA ETF worth $5.77M as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) sold 727 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $107K.
  • iShares ESG Optimized MSCI USA ETF made up 1.14% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #20 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • Roof Eidam Maycock Peralta (REMP)'s iShares ESG Optimized MSCI USA ETF position peaked at $17.6M in Q4 2021.
  • 294 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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