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

Creative Planning’s Portfolio ECAT Stock Details ECAT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$201K Buy
2024
Q1 		– Sell
2023
Q4 		$230K Sell
2023
Q3 		$221K Sell
2023
Q2 		$263K Buy
2023
Q1 		$251K Sell
2022
Q4 		$219K Buy
2022
Q3 		$202K Buy