BOLTON SECURITIES CORPORATION’s iShares MSCI World Small-Cap ETF WSML Stock Holding History

BOLTON SECURITIES CORPORATION’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	$5.34K	Buy	157 +119	+313%	+$4.16K	﹤0.01%	1956
2026 Q2	$1.34K	Buy	+38	New	+$1.29K	﹤0.01%	2114

Other funds holding WSML

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $471M AUM

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Measured Wealth Private Client Group Portsmouth, New Hampshire $398M AUM 22.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WSML Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares MSCI World Small-Cap ETF (WSML) stake by 313% in Q3 2026, buying an estimated $4.16K and bringing the position to 157 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

BOLTON SECURITIES CORPORATION first reported a position in WSML in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold WSML as of Q3 2026.

BOLTON SECURITIES CORPORATION held 157 shares of iShares MSCI World Small-Cap ETF worth $5.34K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 119 iShares MSCI World Small-Cap ETF shares in Q3 2026, an estimated $4.16K.
iShares MSCI World Small-Cap ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1956 holding.
BOLTON SECURITIES CORPORATION first reported a position in iShares MSCI World Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held iShares MSCI World Small-Cap ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.