Lester Murray Antman Dba Simplyrich / USMV
Lester Murray Antman Dba Simplyrich’s Ishares Tr Position
Does Lester Murray Antman Dba Simplyrich own Ishares Tr (USMV)? Yes — 217.9K shares worth $20M (+5.17% of its 13F portfolio) as of Q1 2026, down from 220.7K shares the prior filed quarter.
Position Value
$20M
Q1 2026
Shares
217.9K
% of Portfolio
+5.17%
Quarters Held
28
currently held
Position History USMV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 217.9K | $20M | +5.17% |
| Q4 2025 | 220.7K | $21M | +5.43% |
| Q3 2025 | 210.7K | $20M | +5.41% |
| Q2 2025 | 219.0K | $21M | +5.73% |
| Q1 2025 | 211.9K | $20M | +5.74% |
| Q4 2024 | 188.3K | $17M | +4.77% |
| Q3 2024 | 189.6K | $17M | +4.83% |
| Q2 2024 | 188.9K | $16M | +5.02% |
| Q1 2024 | 189.5K | $16M | +5.12% |
| Q4 2023 | 189.6K | $15M | +5.09% |
| Q2 2023 | 182.4K | $14M | +4.83% |
| Q1 2023 | 174.7K | $13M | +4.78% |
| Q4 2022 | 174.9K | $13M | +5.02% |
| Q3 2022 | 178.9K | $12M | +5.32% |
| Q2 2022 | 180.7K | $13M | +5.27% |
| Q1 2022 | 180.9K | $14M | +4.91% |
| Q4 2021 | 182.8K | $15M | +4.91% |
| Q3 2021 | 178.0K | $13M | +4.76% |
| Q1 2021 | 168.2K | $12M | +4.62% |
| Q4 2020 | 167.0K | $11M | +5.07% |
| Q3 2020 | 169.4K | $11M | +5.41% |
| Q2 2020 | 170.6K | $10M | +5.62% |
| Q1 2020 | 160.0K | $9M | +5.90% |
| Q4 2019 | 162.1K | $11M | +5.33% |
| Q3 2019 | 160.9K | $10M | +5.61% |
| Q2 2019 | 157.9K | $10M | +5.39% |
| Q1 2019 | 157.4K | $9M | +7.53% |
| Q4 2018 | 151.0K | $8M | +7.21% |
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 USMV.