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
Peter Hoopis@One Wealth Capital Management, Llc
Recent Activity
New Position
0.18%
$348,786
10,037 shares@ 34.76 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 1.36%
0.03%
$341,613
9,831 shares@ 34.75 avg price
Jeffrey Jones@Cypress Financial Planning Llc
Recent Activity
Decreased -0.16%
0.12%
$320,986
9,237 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
Samantha Pierangeli@City State Bank
Recent Activity
0.09%
$239,775
6,900 shares@ 34.75 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -53.32%
0.02%
$235,296
6,738 shares@ 34.93 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
0.01%
$231,261
6,655 shares@ 34.75 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Decreased -0.61%
0.1%
$224,394
6,437 shares@ 34.87 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
Decreased -1.27%
0.16%
$213,104
6,133 shares@ 34.75 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
New Position
0.04%
$134,079
3,859 shares@ 34.75 avg price