HEFA

Isha Curr Hedged Msci Eafe

Latest period2024 - Q4Total superinvestors119

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 119 superinvestors own shares of Isha Curr Hedged Msci Eafe (HEFA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Isha Curr Hedged Msci Eafe (HEFA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Isha Curr Hedged Msci Eafe (HEFA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Isha Curr Hedged Msci Eafe (HEFA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Timothy Harder@Quotient Wealth Partners, Llc
Recent Activity
Increased 4.71%
5.03%
$153.491M
4.417M shares@ 34.75 avg price
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Increased 1.4%
7.16%
$59.445M
1.711M shares@ 34.76 avg price
Jonathan Woehnker@Cx Institutional
Recent Activity
Increased 556.99%
1.71%
$42.871M
1.234M shares@ 34.76 avg price
Carl Szasz@Verde Capital Management
Recent Activity
Increased 11.34%
5.84%
$20.674M
594,941 shares@ 34.75 avg price
Brenda Bickle@Adamsbrown Wealth Consultants Llc
Recent Activity
Increased 2.3%
6.5%
$19.055M
548,340 shares@ 34.75 avg price
Aryn Sands@Act Wealth Management, Llc
Recent Activity
New Position
7.8%
$16.674M
479,817 shares@ 34.75 avg price
Tim Rowsey@Lighthouse Wealth Management Inc.
Recent Activity
New Position
10.67%
$11.649M
335,224 shares@ 34.75 avg price
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
Increased 30.86%
2.81%
$6.053M
174,176 shares@ 34.76 avg price
Sarah Easley@Strategic Blueprint, Llc
Recent Activity
Decreased -9.65%
0.36%
$5.971M
171,813 shares@ 34.76 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 8.77%
0.06%
$5.812M
167,257 shares@ 34.75 avg price

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