Independent Order of Foresters
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Independent Order of Foresters reported 15 stock positions worth $162.2 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 40.3% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 40.1%) and iShares Core MSCI Europe ETF (IEUR, 4.0%). Compared with Q1 2024, it sold out of 1 and added to 3. The biggest buy was iShares Core MSCI Europe ETF (IEUR, shares +862%) and the biggest sale an exit from Vanguard Russell 2000 ETF (VTWO).
- Most Recent 13F
- Q2 2026
- Location
- Toronto, A6
- CIK
- 0001538037
- Portfolio Value
- $162.2M (Q2 2024)
- SEC Filing
- 0000950123-24-006816 ↗ filed Jul 26, 2024
Holdings Value
Holdings 15 stocks · $162.2M
| ITOT iShares Core S&P Total U.S. | 40.26% | 549,619 | $65.3M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 40.14% | 243,302 | $65.1M | Add +0.4% |
| IEUR iShares Core MSCI Europe ETF | 4.01% | 114,220 | $6.5M | Add +861.9% |
| VGT Vanguard Info Tech ETF | 2.97% | 8,355 | $4.8M | No change |
| IGF iShares Global Infrastructur | 2.49% | 84,213 | $4.0M | No change |
| IEMG iShares Core MSCI Emerging | 2.04% | 61,931 | $3.3M | No change |
| XLV SS Health Care Select Sector | 1.35% | 15,015 | $2.2M | No change |
| VFH Vanguard Financials ETF | 1.31% | 21,238 | $2.1M | No change |
| FCOM Fidelity MSCI Comm Serv Indx | 1.16% | 35,987 | $1.9M | No change |
| VPU Vanguard Utilities ETF | 0.95% | 10,391 | $1.5M | No change |
| XLI SS Industrial Select Sector | 0.91% | 12,096 | $1.5M | No change |
| EEMA iShares MSCI Emerg MRKT Asia | 0.90% | 20,135 | $1.5M | No change |
| FSTA Fidelity MSCI Cons Stap Indx | 0.76% | 25,886 | $1.2M | No change |
| XLY SS Consumer Disc Select Sect | 0.46% | 4,100 | $748K | No change |
| ILF iShares Latin America 40 ETF | 0.29% | 19,291 | $478K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −4.56 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $102.7M | VTI, ITOT |
| Q1 2026 | 2 | $101.9M | VTI, ITOT |
| Q4 2025 | 2 | $171.7M | ITOT, VTI |
| Q3 2025 | 2 | $168.2M | ITOT, VTI |
| Q2 2025 | 2 | $155.8M | ITOT, VTI |
| Q1 2025 | 2 | $140.9M | ITOT, VTI |
| Q4 2024 | 2 | $148.5M | ITOT, VTI |
| Q3 2024 | 12 | $173.2M | ITOT, VTI, IEUR, VGT, IGF |
| Q2 2024 | 15 | $162.2M | ITOT, VTI, IEUR, VGT, IGF |
| Q1 2024 | 16 | $157.3M | VTI, ITOT, VTWO, VGT, IGF |