Highline Wealth Partners’s iShares MSCI World Small-Cap ETF WSML Stock Holding History

Highline Wealth Partners’s Portfolio WSML Stock Details WSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.03M	Buy	57,455 +38,377	+201%	+$1.3M	0.41%	45
2026 Q1	$593K	Buy	+19,078	New	+$614K	0.15%	54

Other funds holding WSML

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Highline Wealth Partners's WSML Position: Q2 2026 in Review

Highline Wealth Partners increased its iShares MSCI World Small-Cap ETF (WSML) stake by 201% in Q2 2026, buying an estimated $1.3M and bringing the position to 57,455 shares worth $2.03M. The position accounts for 0.41% of the portfolio, ranked #45.

Highline Wealth Partners first reported a position in WSML in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold WSML as of Q2 2026.

Highline Wealth Partners held 57,455 shares of iShares MSCI World Small-Cap ETF worth $2.03M as of Q2 2026.
Highline Wealth Partners bought 38,377 iShares MSCI World Small-Cap ETF shares in Q2 2026, an estimated $1.3M.
iShares MSCI World Small-Cap ETF made up 0.41% of Highline Wealth Partners's portfolio in Q2 2026, its #45 holding.
Highline Wealth Partners first reported a position in iShares MSCI World Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held iShares MSCI World Small-Cap ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.