Independent Order of Foresters Buys ISHARES TRUST, Vanguard Russell 2000 Index Fund, iShares Global Infrastructure ETF, Sells ISHARES TRUST, iShares Core MSCI EAFE

Author's Avatar
Aug 06, 2020
Article's Main Image
Toronto, A6, based Investment company Independent Order of Foresters (Current Portfolio) buys ISHARES TRUST, Vanguard Russell 2000 Index Fund, iShares Global Infrastructure ETF, VANGUARD WORLD FDS, SELECT SECTOR SPDR, sells ISHARES TRUST, iShares Core MSCI EAFE during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Independent Order of Foresters. As of 2020Q2, Independent Order of Foresters owns 10 stocks with a total value of $133 million. These are the details of the buys and sells.

For the details of Independent Order of Foresters's stock buys and sells, go to https://www.gurufocus.com/guru/independent+order+of+foresters/current-portfolio/portfolio

These are the top 5 holdings of Independent Order of Foresters
  1. ISHARES TRUST (ITOT) - 1,556,025 shares, 80.98% of the total portfolio. Shares added by 45.37%
  2. Vanguard Russell 2000 Index Fund (VTWO) - 72,019 shares, 6.23% of the total portfolio. New Position
  3. iShares Global Infrastructure ETF (IGF) - 103,123 shares, 2.96% of the total portfolio. New Position
  4. VANGUARD WORLD FDS (VGT) - 12,342 shares, 2.58% of the total portfolio. New Position
  5. iShares Core MSCI EAFE (IEFA) - 47,914 shares, 2.05% of the total portfolio. Shares reduced by 74.11%
New Purchase: Vanguard Russell 2000 Index Fund (VTWO)

Independent Order of Foresters initiated holding in Vanguard Russell 2000 Index Fund. The purchase prices were between $84.29 and $123.39, with an estimated average price of $105.51. The stock is now traded at around $123.90. The impact to a portfolio due to this purchase was 6.23%. The holding were 72,019 shares as of .

New Purchase: iShares Global Infrastructure ETF (IGF)

Independent Order of Foresters initiated holding in iShares Global Infrastructure ETF. The purchase prices were between $32.1 and $42.75, with an estimated average price of $37.2. The stock is now traded at around $39.99. The impact to a portfolio due to this purchase was 2.96%. The holding were 103,123 shares as of .

New Purchase: VANGUARD WORLD FDS (VGT)

Independent Order of Foresters initiated holding in VANGUARD WORLD FDS. The purchase prices were between $201.88 and $278.76, with an estimated average price of $248.78. The stock is now traded at around $308.17. The impact to a portfolio due to this purchase was 2.58%. The holding were 12,342 shares as of .

New Purchase: SELECT SECTOR SPDR (XLV)

Independent Order of Foresters initiated holding in SELECT SECTOR SPDR. The purchase prices were between $85.21 and $103.92, with an estimated average price of $98.5. The stock is now traded at around $106.07. The impact to a portfolio due to this purchase was 1.66%. The holding were 22,152 shares as of .

New Purchase: SELECT SECTOR SPDR (XLY)

Independent Order of Foresters initiated holding in SELECT SECTOR SPDR. The purchase prices were between $92.41 and $133.25, with an estimated average price of $117.49. The stock is now traded at around $140.17. The impact to a portfolio due to this purchase was 1.14%. The holding were 11,890 shares as of .

New Purchase: VANGUARD WORLD FDS (VFH)

Independent Order of Foresters initiated holding in VANGUARD WORLD FDS. The purchase prices were between $47.38 and $65.88, with an estimated average price of $55.5. The stock is now traded at around $59.66. The impact to a portfolio due to this purchase was 1.1%. The holding were 25,715 shares as of .

Added: ISHARES TRUST (ITOT)

Independent Order of Foresters added to a holding in ISHARES TRUST by 45.37%. The purchase prices were between $54.27 and $72.51, with an estimated average price of $65.03. The stock is now traded at around $75.32. The impact to a portfolio due to this purchase was 25.27%. The holding were 1,556,025 shares as of .

Sold Out: ISHARES TRUST (IJH)

Independent Order of Foresters sold out a holding in ISHARES TRUST. The sale prices were between $132.69 and $193.7, with an estimated average price of $165.21.



Here is the complete portfolio of Independent Order of Foresters. Also check out:

1. Independent Order of Foresters's Undervalued Stocks
2. Independent Order of Foresters's Top Growth Companies, and
3. Independent Order of Foresters's High Yield stocks
4. Stocks that Independent Order of Foresters keeps buying