Atticus Wealth Management’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Atticus Wealth Management’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
2025 Q3	–	Sell	-1,000	Closed	-$16.1K	–	318
2025 Q2	$16.1K	Hold	1,000	–	–	﹤0.01%	438
2025 Q1	$15.8K	Hold	1,000	–	–	0.01%	344
2024 Q4	$16.4K	Hold	1,000	–	–	0.01%	348
2024 Q3	$17.7K	Hold	1,000	–	–	0.01%	341
2024 Q2	$17.5K	Buy	+1,000	New	+$17K	0.01%	326

Other funds holding ECAT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atticus Wealth Management's ECAT Position: Q3 2025 in Review

Atticus Wealth Management sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q3 2025, closing a stake of 1,000 shares — an estimated $16.1K sold.

Atticus Wealth Management first reported a position in ECAT in Q2 2024 and held it in 5 quarters. The position peaked at $17.7K in Q3 2024. 74 funds tracked by Wall St. Rank hold ECAT as of Q3 2025.

Atticus Wealth Management reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 1,000 BlackRock ESG Capital Allocation Term Trust shares in Q3 2025, an estimated $16.1K.
Atticus Wealth Management first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2024 and held it in 5 quarters.
Atticus Wealth Management's BlackRock ESG Capital Allocation Term Trust position peaked at $17.7K in Q3 2024.
74 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.