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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
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 $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beckerman Institutional's ECAT Position: Q1 2026 in Review

Beckerman Institutional reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 2.9% in Q1 2026, selling an estimated $15.4K and leaving 34,589 shares worth $470K. The position accounts for 0.25% of the portfolio, ranked #84.

Beckerman Institutional first reported a position in ECAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q3 2024. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • Beckerman Institutional held 34,589 shares of BlackRock ESG Capital Allocation Term Trust worth $470K as of Q1 2026.
  • Beckerman Institutional sold 1,027 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $15.4K.
  • BlackRock ESG Capital Allocation Term Trust made up 0.25% of Beckerman Institutional's portfolio in Q1 2026, its #84 holding.
  • Beckerman Institutional first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2024 and has held it in 7 quarters since.
  • Beckerman Institutional's BlackRock ESG Capital Allocation Term Trust position peaked at $1.35M in Q3 2024.
  • 84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.