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
Jerry Zimmerer@D. Scott Neal, Inc.
Recent Activity
New Position
0.57%
$1.031M
29,665 shares@ 34.76 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 151.26%
0.02%
$714,918
20,573 shares@ 34.76 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 21.12%
0.01%
$678,052
19,512 shares@ 34.76 avg price
Herbert Pontzer@Client 1st Advisory Group, Llc
Recent Activity
Increased 20.31%
0.23%
$581,507
16,734 shares@ 34.76 avg price
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Increased 9.52%
0.21%
$574,000
16,541 shares@ 34.71 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Decreased -59.86%
0.11%
$498,785
14,354 shares@ 34.75 avg price
Dominic DiGiacomo@Cranbrook Wealth Management, Llc
Recent Activity
0.11%
$445,391
12,817 shares@ 34.76 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -9.29%
0.03%
$398,689
11,473 shares@ 34.76 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 2.03%
0.01%
$398,200
11,459 shares@ 34.75 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
0.01%
$351,010
10,101 shares@ 34.76 avg price