Lester Murray Antman dba SimplyRich ETF holdings
Carlsbad, CA
Reported $73.2M in 14 ETFs in its Form 13F for June 30, 2026.
ETF value
$73.2M
ETFs held
14
Change from prior quarter
+6.3%
With price moves
ETFs as a share of its 13F
17.1%
of $427.1M
Top 10 of 14 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| USMV | iShares MSCI USA Min Vol Factor ETF | $21.9M | 226,613 | +8,670 shares |
| EEMV | iShares MSCI Emerging Markets Min Vol Factor ETF | $16.5M | 218,941 | −3,494 shares |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | $16.3M | 186,185 | −127 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $5.5M | 26,084 | No change |
| REET | iShares Global REIT ETF | $3.3M | 118,328 | −9,759 shares |
| VNQ | Vanguard Real Estate ETF | $2.4M | 82,768 | +67,686 shares |
| ACWV | iShares MSCI Global Min Vol Factor ETF | $2.0M | 16,459 | +38 shares |
| RWO | State Street SPDR Dow Jones Global Real Estate ETF | $1.2M | 23,237 | No change |
| RZV | Invesco S&P SmallCap 600 Pure Value ETF | $1.1M | 7,558 | −805 shares |
| VIG | Vanguard Dividend Appreciation ETF | $1.1M | 99,591 | +96,489 shares |
4 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001725888. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lester Murray Antman dba SimplyRich own?
Lester Murray Antman dba SimplyRich reported 14 ETF positions worth $73.2M in its Form 13F for June 30, 2026. The largest was USMV, at $21.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.