HEFA

Isha Curr Hedged Msci Eafe

Latest period2024 - Q4Total superinvestors48

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, 48 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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Aryn Sands@Act Wealth Management, Llc
Recent Activity
New Position
7.8%
$16.674M
479,817 shares@ 34.75 avg price
Grant Reeves@Cvfg Llc
Recent Activity
New Position
2.79%
$3.054M
87,874 shares@ 34.76 avg price
Jerry Zimmerer@D. Scott Neal, Inc.
Recent Activity
New Position
0.57%
$1.031M
29,665 shares@ 34.76 avg price
Peter Hoopis@One Wealth Capital Management, Llc
Recent Activity
New Position
0.18%
$348,786
10,037 shares@ 34.76 avg price
Patrick Gall@Retirement Wealth Solutions Llc
Recent Activity
New Position
0.23%
$267,558
7,662 shares@ 34.93 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
New Position
0.04%
$134,079
3,859 shares@ 34.75 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
New Position
0.02%
$42,395
1,220 shares@ 34.75 avg price
Christina Duncan@Trivant Custom Portfolio Group, Llc
Recent Activity
New Position
0.01%
$15,290
440 shares@ 34.75 avg price
Claudia Saia@Friedenthal Financial
Recent Activity
New Position
0.01%
$348
10 shares@ 34.8 avg price
Bo Hanson@Abound Wealth Management
Recent Activity
New Position
0.01%
$177
5 shares@ 35.4 avg price