Morgan Stanley’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

Morgan Stanley’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
2026 Q2	$90.1K	Buy	2,165 +319	+17%	+$12.2K	﹤0.01%	6302
2026 Q1	$63.7K	Buy	1,846 +15	+0.8%	+$546	﹤0.01%	6326
2025 Q4	$67.6K	Buy	1,831 +1,829	+91,450%	+$67.3K	﹤0.01%	6340
2025 Q3	$94	Buy	+2	New	+$73	﹤0.01%	7695
2025 Q2	–	Sell	-1	Closed	-$65	–	8212
2025 Q1	$65	Buy	+1	New	+$35	﹤0.01%	7651
2023 Q4	–	Sell	-1,515	Closed	-$39K	–	7877
2023 Q3	$39K	Hold	1,515	–	–	﹤0.01%	6270
2023 Q2	$40.8K	Hold	1,515	–	–	﹤0.01%	6298
2023 Q1	$38.1K	Hold	1,515	–	–	﹤0.01%	6382
2022 Q4	$35.9K	Hold	1,515	–	–	﹤0.01%	6435
2022 Q3	$32K	Hold	1,515	–	–	﹤0.01%	6597
2022 Q2	$34K	Hold	1,515	–	–	﹤0.01%	6785
2022 Q1	$40K	Hold	1,515	–	–	﹤0.01%	6806
2021 Q4	$45K	Hold	1,515	–	–	﹤0.01%	6859
2021 Q3	$43K	Buy	+1,515	New	+$43.8K	﹤0.01%	6790

Other funds holding MBCE

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley's MBCE Position: Q2 2026 in Review

Morgan Stanley increased its Monarch Blue Chips Elite Index ETF (MBCE) stake by 17% in Q2 2026, buying an estimated $12.2K and bringing the position to 2,165 shares worth $90.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6302.

Morgan Stanley first reported a position in MBCE in Q3 2021 and has held it in 14 quarters since. 9 funds tracked by Wall St. Rank hold MBCE as of Q2 2026.

Morgan Stanley held 2,165 shares of Monarch Blue Chips Elite Index ETF worth $90.1K as of Q2 2026.
Morgan Stanley bought 319 Monarch Blue Chips Elite Index ETF shares in Q2 2026, an estimated $12.2K.
Monarch Blue Chips Elite Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6302 holding.
Morgan Stanley first reported a position in Monarch Blue Chips Elite Index ETF in Q3 2021 and has held it in 14 quarters since.
9 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.