Isha Curr Hedged Msci Eafe
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
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Doug Baxley@Merit Financial Group, Llc
| 0.02% | $714,918 20,573 shares@ 34.76 avg price | Increased 151.26% |
Matt Lovett@Brookstone Capital Management
| 0.01% | $678,052 19,512 shares@ 34.76 avg price | Increased 21.12% |
Herbert Pontzer@Client 1st Advisory Group, Llc
| 0.23% | $581,507 16,734 shares@ 34.76 avg price | Increased 20.31% |
Diane Collins@Rovin Capital Ut Adv
| 0.21% | $574,000 16,541 shares@ 34.71 avg price | Increased 9.52% |
Terry M. Stanford@Diversified Trust Co
| 0.01% | $398,200 11,459 shares@ 34.75 avg price | Increased 2.03% |
Kim Adams@Evanson Asset Management, Llc
| 0.03% | $341,613 9,831 shares@ 34.75 avg price | Increased 1.36% |
Stephanie West@Org Partners Llc
| 0.01% | $23,104 665 shares@ 34.75 avg price | Increased 10.84% |