Beckerman Institutional’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Beckerman Institutional’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	$536K	Sell	34,099 -490	-1%	-$7.39K	0.26%	83
2026 Q1	$470K	Sell	34,589 -1,027	-3%	-$15.4K	0.25%	84
2025 Q4	$548K	Sell	35,616 -1,200	-3%	-$19.2K	0.31%	75
2025 Q3	$604K	Sell	36,816 -2,103	-5%	-$34.6K	0.36%	63
2025 Q2	$625K	Sell	38,919 -3,326	-8%	-$51.7K	0.42%	59
2025 Q1	$666K	Sell	42,245 -9,340	-18%	-$154K	0.48%	55
2024 Q4	$846K	Sell	51,585 -24,650	-32%	-$428K	0.68%	40
2024 Q3	$1.35M	Buy	+76,235	New	+$1.33M	1.14%	27

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

Beckerman Institutional's ECAT Position: Q2 2026 in Review

Beckerman Institutional reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 1.4% in Q2 2026, selling an estimated $7.39K and leaving 34,099 shares worth $536K. The position accounts for 0.26% of the portfolio, ranked #83.

Beckerman Institutional first reported a position in ECAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q3 2024. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

Beckerman Institutional held 34,099 shares of BlackRock ESG Capital Allocation Term Trust worth $536K as of Q2 2026.
Beckerman Institutional sold 490 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $7.39K.
BlackRock ESG Capital Allocation Term Trust made up 0.26% of Beckerman Institutional's portfolio in Q2 2026, its #83 holding.
Beckerman Institutional first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's BlackRock ESG Capital Allocation Term Trust position peaked at $1.35M in Q3 2024.
79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.