Arax Advisory Partners’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Arax Advisory Partners’s Portfolio ECAT Stock Details ECAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$411K	Buy	+26,138	New	+$394K	﹤0.01%	1766
2026 Q1	–	Sell	-1,073	Closed	-$16.5K	–	3952
2025 Q4	$16.5K	Buy	1,073 +1	+0.1%	+$16	﹤0.01%	2216
2025 Q3	$17.6K	Buy	+1,072	New	+$17.6K	﹤0.01%	2323

Other funds holding ECAT

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Arax Advisory Partners's ECAT Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in BlackRock ESG Capital Allocation Term Trust (ECAT) in Q2 2026: 26,138 shares worth $411K. The stake represents ﹤0.01% of the portfolio and ranks #1766 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in ECAT as recently as Q4 2025.

Arax Advisory Partners first reported a position in ECAT in Q3 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

Arax Advisory Partners held 26,138 shares of BlackRock ESG Capital Allocation Term Trust worth $411K as of Q2 2026.
BlackRock ESG Capital Allocation Term Trust was a new Arax Advisory Partners position in Q2 2026.
BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1766 holding.
Arax Advisory Partners first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2025 and has held it in 3 quarters since.
79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.