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
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Increased 1.4%
7.16%
$59.445M
1.711M 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
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
Increased 30.86%
2.81%
$6.053M
174,176 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
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 2.05%
0.14%
$4.689M
132,976 shares@ 35.27 avg price
Debbie Hall@Future Financial Wealth Managment Llc
Recent Activity
Increased 5.96%
2.87%
$3.915M
112,651 shares@ 34.75 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 12.64%
0.31%
$3.691M
106,208 shares@ 34.76 avg price
Bill Andrakakos@Aaron Wealth Advisors Llc
Recent Activity
Increased 4.61%
0.34%
$2.876M
82,775 shares@ 34.76 avg price
Peter L. Maltin@Maltin Wealth Management, Inc.
Recent Activity
Increased 1.23%
0.63%
$1.269M
36,511 shares@ 34.75 avg price
Phillip Kevin Smiley@Burkett Financial Services, Llc
Recent Activity
Increased 1.21%
0.43%
$1.035M
29,784 shares@ 34.76 avg price