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Independent Order Of Foresters Top Holdings and 13F Report (2024)

About Independent Order Of Foresters

Investment Activity

  • Independent Order Of Foresters has $173.21 million in total holdings as of September 30, 2024.
  • Independent Order Of Foresters owns shares of 12 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 3.82% of the portfolio was purchased this quarter.
  • About 3.03% of the portfolio was sold this quarter.
  • This quarter, Independent Order Of Foresters has purchased 15 new stocks and bought additional shares in 1 stock.
  • Independent Order Of Foresters sold shares of 0 stocks and completely divested from 3 stocks this quarter.

Largest Purchases this Quarter

iShares Core MSCI Europe ETF
108,555 shares (about $6.61M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependent Order Of Foresters

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$69,043,1390.0%549,61939.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$68,893,3940.0%243,30239.8%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$13,573,681$6,614,256 95.0%222,7757.8%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$4,900,3750.0%8,3552.8%ETF
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$4,583,7140.0%84,2132.6%Manufacturing
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$2,334,2690.0%21,2381.3%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$2,312,6100.0%15,0151.3%ETF
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$1,982,1640.0%35,9871.1%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$1,808,5540.0%10,3911.0%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,638,2820.0%12,0960.9%ETF
Fidelity MSCI Consumer Staples Index ETF stock logo
FSTA
Fidelity MSCI Consumer Staples Index ETF
$1,321,4800.0%25,8860.8%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$821,5170.0%4,1000.5%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$0$3,315,166 -100.0%00.0%ETF
iShares MSCI Emerging Markets Asia ETF stock logo
EEMA
iShares MSCI Emerging Markets Asia ETF
$0$1,459,385 -100.0%00.0%Manufacturing
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$0$477,645 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data