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 Q3	$3.46M	Buy	101,773 +44,318	+77%	+$1.55M	0.66%	34
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

Leo Wealth LLC Hurst, Texas $471M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Highline Wealth Partners's WSML Position: Q3 2026 in Review

Highline Wealth Partners increased its iShares MSCI World Small-Cap ETF (WSML) stake by 77% in Q3 2026, buying an estimated $1.55M and bringing the position to 101,773 shares worth $3.46M. The position accounts for 0.66% of the portfolio, ranked #34.

Highline Wealth Partners first reported a position in WSML in Q1 2026 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold WSML as of Q3 2026.

Highline Wealth Partners held 101,773 shares of iShares MSCI World Small-Cap ETF worth $3.46M as of Q3 2026.
Highline Wealth Partners bought 44,318 iShares MSCI World Small-Cap ETF shares in Q3 2026, an estimated $1.55M.
iShares MSCI World Small-Cap ETF made up 0.66% of Highline Wealth Partners's portfolio in Q3 2026, its #34 holding.
Highline Wealth Partners first reported a position in iShares MSCI World Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
3 funds tracked by Wall St. Rank held iShares MSCI World Small-Cap ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.