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 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	–	7878
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 $7.33B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millington Securities Red Bank, New Jersey $362M AUM

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley's MBCE Position: Q1 2026 in Review

Morgan Stanley increased its Monarch Blue Chips Elite Index ETF (MBCE) stake by 0.82% in Q1 2026, buying an estimated $546 and bringing the position to 1,846 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6326.

Morgan Stanley first reported a position in MBCE in Q3 2021 and has held it in 13 quarters since. The position peaked at $67.6K in Q4 2025. 11 funds tracked by Wall St. Rank hold MBCE as of Q1 2026.

Morgan Stanley held 1,846 shares of Monarch Blue Chips Elite Index ETF worth $63.7K as of Q1 2026.
Morgan Stanley bought 15 Monarch Blue Chips Elite Index ETF shares in Q1 2026, an estimated $546.
Monarch Blue Chips Elite Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6326 holding.
Morgan Stanley first reported a position in Monarch Blue Chips Elite Index ETF in Q3 2021 and has held it in 13 quarters since.
Morgan Stanley's Monarch Blue Chips Elite Index ETF position peaked at $67.6K in Q4 2025.
11 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.