CIBC Private Wealth Group
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CIBC Private Wealth Group’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

CIBC Private Wealth Group’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
Q4 		$15.4K Hold
1,000
– – ﹤0.01% 2262
2025
Q3 		$16.4K Hold
1,000
– – ﹤0.01% 2215
2025
Q2 		$16.1K Hold
1,000
– – ﹤0.01% 2099
2025
Q1 		$14.2K Buy
+1,000
New +$16.5K ﹤0.01% 2119

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC Private Wealth Group's ECAT Position: Q4 2025 in Review

CIBC Private Wealth Group held its BlackRock ESG Capital Allocation Term Trust (ECAT) position steady in Q4 2025 at 1,000 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

CIBC Private Wealth Group first reported a position in ECAT in Q1 2025 and has held it in 4 quarters since. The position peaked at $16.4K in Q3 2025. 79 funds tracked by Wall St. Rank hold ECAT as of Q4 2025.

  • CIBC Private Wealth Group held 1,000 shares of BlackRock ESG Capital Allocation Term Trust worth $15.4K as of Q4 2025.
  • CIBC Private Wealth Group left its BlackRock ESG Capital Allocation Term Trust share count unchanged in Q4 2025.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2262 holding.
  • CIBC Private Wealth Group first reported a position in BlackRock ESG Capital Allocation Term Trust in Q1 2025 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's BlackRock ESG Capital Allocation Term Trust position peaked at $16.4K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.