Lester Murray Antman dba SimplyRich EEMV holdings history
ISHARES MSCI EMG MKT MIN VOL · CUSIP 464286533 · CIK 1725888
As of 2026-06-30, Lester Murray Antman dba SimplyRich reported 218.94K EEMV (shares), valued at $16.48M, or 3.86% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares decreased 1.57%; reported value increased 14.47%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.86% | 218,941 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 3.68% | 222,435 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 3.79% | 226,403 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 4.02% | 233,666 | SEC filing ↗Filed Oct 10, 2025 |
| Q2 2025 | 4.43% | 253,407 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 4.35% | 257,474 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 4.31% | 260,123 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 4.39% | 250,878 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 4.51% | 248,989 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 4.52% | 247,449 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 4.66% | 243,885 | SEC filing ↗Filed Jan 26, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.66% | 243,885 | $13.56M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 4.52% | 247,449 | $14.00M | Shares increased 1.46%; reported value increased 3.29%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 4.51% | 248,989 | $14.24M | Shares increased 0.62%; reported value increased 1.71%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 4.39% | 250,878 | $15.73M | Shares increased 0.76%; reported value increased 10.43%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 4.31% | 260,123 | $15.08M | Shares increased 3.69%; reported value decreased 4.11%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 4.35% | 257,474 | $15.02M | Shares decreased 1.02%; reported value decreased 0.42%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 4.43% | 253,407 | $15.91M | Shares decreased 1.58%; reported value increased 5.95%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 4.02% | 233,666 | $14.91M | Shares decreased 7.79%; reported value decreased 6.28%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2025 |
| Q4 2025 | 3.79% | 226,403 | $14.50M | Shares decreased 3.11%; reported value decreased 2.79%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 3.68% | 222,435 | $14.40M | Shares decreased 1.75%; reported value decreased 0.69%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 3.86% | 218,941 | $16.48M | Shares decreased 1.57%; reported value increased 14.47%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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