Independent Order of Foresters’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Independent Order of Foresters’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-65,076	Closed	-$4.86M	–	14
2021 Q4	$4.86M	Hold	65,076	–	–	2.69%	4
2021 Q3	$4.83M	Buy	65,076 +12,194	+23%	+$928K	2.89%	4
2021 Q2	$3.96M	Hold	52,882	–	–	2.23%	5
2021 Q1	$3.81M	Buy	52,882 +4,968	+10%	+$355K	2.31%	5
2020 Q4	$3.31M	Hold	47,914	–	–	1.95%	5
2020 Q3	$2.89M	Hold	47,914	–	–	1.95%	5
2020 Q2	$2.74M	Sell	47,914 -137,161	-74%	-$7.43M	2%	5
2020 Q1	$9.23M	Hold	185,075	–	–	10.85%	3
2019 Q4	$12.1M	Hold	185,075	–	–	10.9%	3
2019 Q3	$11.3M	Hold	185,075	–	–	11.01%	3
2019 Q2	$11.4M	Hold	185,075	–	–	10.64%	3
2019 Q1	$11.2M	Hold	185,075	–	–	10.83%	3
2018 Q4	$10.2M	Hold	185,075	–	–	11.02%	3
2018 Q3	$11.9M	Buy	+185,075	New	+$11.8M	10.87%	3

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Order of Foresters's IEFA Position: Q1 2022 in Review

Independent Order of Foresters sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 65,076 shares — an estimated $4.86M sold.

Independent Order of Foresters first reported a position in IEFA in Q3 2018 and held it in 14 quarters. The position peaked at $12.1M in Q4 2019. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

Independent Order of Foresters reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Independent Order of Foresters sold 65,076 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $4.86M.
Independent Order of Foresters first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and held it in 14 quarters.
Independent Order of Foresters's iShares Core MSCI EAFE ETF position peaked at $12.1M in Q4 2019.
1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Independent Order of Foresters's 13F filing for Q1 2022, filed 12 May 2022.