Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Cambridge Investment Research Advisors’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 		$278K Buy
17,715
+1,618
+10% +$24.4K ﹤0.01% 3513
2026
Q1 		$219K Buy
16,097
+4,118
+34% +$61.7K ﹤0.01% 3593
2025
Q4 		$184K Buy
11,979
+1,439
+14% +$23.1K ﹤0.01% 3598
2025
Q3 		$173K Sell
10,540
-14,401
-58% -$237K ﹤0.01% 3519
2025
Q2 		$401K Buy
24,941
+11,175
+81% +$174K ﹤0.01% 2740
2025
Q1 		$217K Buy
13,766
+2,021
+17% +$33.4K ﹤0.01% 3135
2024
Q4 		$193K Buy
11,745
+277
+2% +$4.81K ﹤0.01% 3201
2024
Q3 		$203K Sell
11,468
-2,598
-18% -$45.2K ﹤0.01% 3140
2024
Q2 		$247K Buy
14,066
+1,804
+15% +$30.7K ﹤0.01% 2859
2024
Q1 		$213K Buy
12,262
+5
+0% +$84 ﹤0.01% 2976
2023
Q4 		$198K Buy
12,257
+34
+0.3% +$518 ﹤0.01% 2911
2023
Q3 		$181K Buy
+12,223
New +$188K ﹤0.01% 2846

Other funds holding ECAT

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Cambridge Investment Research Advisors's ECAT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 10% in Q2 2026, buying an estimated $24.4K and bringing the position to 17,715 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #3513.

Cambridge Investment Research Advisors first reported a position in ECAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $401K in Q2 2025. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Cambridge Investment Research Advisors held 17,715 shares of BlackRock ESG Capital Allocation Term Trust worth $278K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,618 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $24.4K.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3513 holding.
  • Cambridge Investment Research Advisors first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2023 and has held it in 12 quarters since.
  • Cambridge Investment Research Advisors's BlackRock ESG Capital Allocation Term Trust position peaked at $401K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.