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

Boreal Capital 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
2026
Q1 		– Sell
-13,702
Closed -$211K – 512
2025
Q4 		$211K Sell
13,702
-955
-7% -$15.3K 0.16% 125
2025
Q3 		$240K Hold
14,657
– – 0.19% 118
2025
Q2 		$235K Buy
+14,657
New +$228K 0.19% 123

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Boreal Capital Management's ECAT Position: Q1 2026 in Review

Boreal Capital Management sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q1 2026, closing a stake of 13,702 shares — an estimated $211K sold.

Boreal Capital Management first reported a position in ECAT in Q2 2025 and held it in 3 quarters. The position peaked at $240K in Q3 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • Boreal Capital Management reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q1 2026 after selling out during the quarter.
  • Boreal Capital Management sold 13,702 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $211K.
  • Boreal Capital Management first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2025 and held it in 3 quarters.
  • Boreal Capital Management's BlackRock ESG Capital Allocation Term Trust position peaked at $240K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.