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Comprehensive Financial Planning’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Comprehensive Financial Planning’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 		$7.86K Hold
500
– – ﹤0.01% 304
2026
Q1 		$6.79K Hold
500
– – ﹤0.01% 288
2025
Q4 		$7.69K Buy
+500
New +$8.01K 0.01% 275

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

Comprehensive Financial Planning's ECAT Position: Q2 2026 in Review

Comprehensive Financial Planning held its BlackRock ESG Capital Allocation Term Trust (ECAT) position steady in Q2 2026 at 500 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Comprehensive Financial Planning first reported a position in ECAT in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Comprehensive Financial Planning held 500 shares of BlackRock ESG Capital Allocation Term Trust worth $7.86K as of Q2 2026.
  • Comprehensive Financial Planning left its BlackRock ESG Capital Allocation Term Trust share count unchanged in Q2 2026.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #304 holding.
  • Comprehensive Financial Planning first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.