AssetMark Inc
ECAT icon

AssetMark Inc’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

AssetMark Inc’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 		$13.4K Buy
852
+425
+100% +$6.41K ﹤0.01% 2344
2026
Q1 		$5.8K Hold
427
– – ﹤0.01% 2511
2025
Q4 		$6.57K Buy
427
+122
+40% +$1.96K ﹤0.01% 2379
2025
Q3 		$5K Hold
305
– – ﹤0.01% 2341
2025
Q2 		$4.9K Hold
305
– – ﹤0.01% 2142
2025
Q1 		$4.81K Hold
305
– – ﹤0.01% 2004
2024
Q4 		$5K Hold
305
– – ﹤0.01% 1930
2024
Q3 		$5.41K Hold
305
– – ﹤0.01% 1723
2024
Q2 		$5.35K Hold
305
– – ﹤0.01% 1586
2024
Q1 		$5.29K Buy
+305
New +$5.1K ﹤0.01% 1458

Other funds holding ECAT

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

AssetMark Inc's ECAT Position: Q2 2026 in Review

AssetMark Inc increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 100% in Q2 2026, buying an estimated $6.41K and bringing the position to 852 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

AssetMark Inc first reported a position in ECAT in Q1 2024 and has held it in 10 quarters since. 30 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • AssetMark Inc held 852 shares of BlackRock ESG Capital Allocation Term Trust worth $13.4K as of Q2 2026.
  • AssetMark Inc bought 425 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $6.41K.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2344 holding.
  • AssetMark Inc first reported a position in BlackRock ESG Capital Allocation Term Trust in Q1 2024 and has held it in 10 quarters since.
  • 30 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.