SEC 13F Intelligence

Lester Murray Antman Dba Simplyrich / EFAV

Lester Murray Antman Dba Simplyrich’s Ishares Tr Position

Does Lester Murray Antman Dba Simplyrich own Ishares Tr (EFAV)? Yes — 186.3K shares worth $17M (+4.35% of its 13F portfolio) as of Q1 2026, down from 190.9K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
186.3K
% of Portfolio
+4.35%
Quarters Held
28
currently held

Position History EFAV

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $9MQ3 ’19: $10MQ4 ’19: $10MQ4 ’19Q1 ’20: $8MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $10MQ4 ’20Q1 ’21: $11MQ3 ’21: $12MQ4 ’21: $13MQ1 ’22: $12MQ1 ’22Q2 ’22: $11MQ3 ’22: $10MQ4 ’22: $11MQ1 ’23: $11MQ1 ’23Q2 ’23: $12MQ4 ’23: $13MQ1 ’24: $13MQ2 ’24: $14MQ2 ’24Q3 ’24: $15MQ4 ’24: $14MQ1 ’25: $16MQ2 ’25: $17MQ2 ’25Q3 ’25: $16MQ4 ’25: $16MQ1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026186.3K$17M+4.35%
Q4 2025190.9K$16M+4.30%
Q3 2025190.1K$16M+4.35%
Q2 2025203.5K$17M+4.77%
Q1 2025203.5K$16M+4.59%
Q4 2024201.9K$14M+4.08%
Q3 2024196.3K$15M+4.20%
Q2 2024195.0K$14M+4.28%
Q1 2024189.2K$13M+4.33%
Q4 2023188.0K$13M+4.48%
Q2 2023180.8K$12M+4.35%
Q1 2023168.1K$11M+4.27%
Q4 2022168.7K$11M+4.27%
Q3 2022169.2K$10M+4.34%
Q2 2022172.3K$11M+4.53%
Q1 2022171.9K$12M+4.34%
Q4 2021171.0K$13M+4.36%
Q3 2021158.5K$12M+4.35%
Q1 2021145.9K$11M+4.23%
Q4 2020142.3K$10M+4.67%
Q3 2020142.8K$10M+4.88%
Q2 2020143.7K$9M+5.22%
Q1 2020133.3K$8M+5.58%
Q4 2019134.1K$10M+5.01%
Q3 2019132.9K$10M+5.32%
Q2 2019127.8K$9M+5.13%
Q1 2019126.6K$9M+7.42%
Q4 2018121.6K$8M+7.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lester Murray Antman Dba Simplyrich’s full portfolio or all institutional holders of EFAV.