Bank of America
MBCE

Bank of America’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

Bank of America’s Portfolio MBCE Stock Details MBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-490
Closed -$17.9K – 8551
2025
Q2 		$17.9K Sell
490
-4,784
-91% -$163K ﹤0.01% 7079
2025
Q1 		$176K Buy
+5,274
New +$185K ﹤0.01% 6243
2024
Q2 		– Sell
-4
Closed -$131 – 8341
2024
Q1 		$131 Buy
+4
New +$124 ﹤0.01% 7377

Other funds holding MBCE

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return