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World Investment Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

World Investment Advisors’s Portfolio TMSL Stock Details TMSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$631K Sell
17,213
-4,123
-19% -$156K 0.01% 885
2025
Q4 		$766K Buy
21,336
+3,026
+17% +$107K 0.01% 776
2025
Q3 		$644K Hold
18,310
– – 0.01% 700
2025
Q2 		$601K Sell
18,310
-2,501
-12% -$76.8K 0.01% 671
2025
Q1 		$634K Buy
20,811
+1,982
+11% +$64.4K 0.02% 625
2024
Q4 		$607K Buy
18,829
+1,018
+6% +$33.9K 0.02% 611
2024
Q3 		$578K Hold
17,811
– – 0.02% 552
2024
Q2 		$538K Buy
17,811
+482
+3% +$14.6K 0.03% 386
2024
Q1 		$544K Buy
17,329
+6,270
+57% +$182K 0.08% 205
2023
Q4 		$309K Buy
+11,059
New +$280K 0.04% 301

Other funds holding TMSL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return