Measured Wealth Private Client Group’s iShares MSCI World Small-Cap ETF WSML Stock Holding History

Measured Wealth Private Client Group’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	$30.5K	Hold	866	–	–	0.01%	408
2026 Q1	$26.9K	Hold	866	–	–	0.01%	405
2025 Q4	$26.4K	Hold	866	–	–	0.01%	415
2025 Q3	$26.2K	Buy	+866	New	+$25.2K	0.01%	417

Other funds holding WSML

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAL

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

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

Measured Wealth Private Client Group's WSML Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares MSCI World Small-Cap ETF (WSML) position steady in Q2 2026 at 866 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #408.

Measured Wealth Private Client Group first reported a position in WSML in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold WSML as of Q2 2026.

Measured Wealth Private Client Group held 866 shares of iShares MSCI World Small-Cap ETF worth $30.5K as of Q2 2026.
Measured Wealth Private Client Group left its iShares MSCI World Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI World Small-Cap ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #408 holding.
Measured Wealth Private Client Group first reported a position in iShares MSCI World Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
15 funds tracked by Wall St. Rank held iShares MSCI World Small-Cap ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.