Independent Order of Foresters
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Independent Order of Foresters reported 2 stock positions worth $148.5 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 58.3% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 41.7%). Compared with Q3 2024, it sold out of 10, added to 1 and reduced 1. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +22%) and the biggest sale an exit from iShares Core MSCI Europe ETF (IEUR).
- Most Recent 13F
- Q2 2026
- Location
- Toronto, A6
- CIK
- 0001538037
- Portfolio Value
- $148.5M (Q4 2024)
- SEC Filing
- 0000950123-25-001665 ↗ filed Feb 12, 2025
Holdings Value
Holdings 2 stocks · $148.5M
Portfolio Sells Q3 2024 → Q4 2024
| IEUR iShares Core MSCI Europe ETF | Sold out | 0.00% | −7.84 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −2.83 |
| IGF iShares Global Infrastructur | Sold out | 0.00% | −2.65 |
| VFH Vanguard Financials ETF | Sold out | 0.00% | −1.35 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −1.34 |
| FCOM Fidelity MSCI Comm Serv Indx | Sold out | 0.00% | −1.14 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −1.04 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.95 |
| FSTA Fidelity MSCI Cons Stap Indx | Sold out | 0.00% | −0.76 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.47 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.1% | 41.74% | +1.96 |
Portfolio Buys Q3 2024 → Q4 2024
| ITOT iShares Core S&P Total U.S. | Add +22.4% | 58.26% | +18.40 |
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 |