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

Evolve Private Wealth’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 		$1.47M Sell
93,640
-9,594
-9% -$145K 0.09% 201
2026
Q1 		$1.4M Sell
103,234
-75
-0.1% -$1.12K 0.07% 251
2025
Q4 		$1.59M Buy
+103,309
New +$1.66M 0.09% 201

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

Evolve Private Wealth's ECAT Position: Q2 2026 in Review

Evolve Private Wealth reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 9.3% in Q2 2026, selling an estimated $145K and leaving 93,640 shares worth $1.47M. The position accounts for 0.09% of the portfolio, ranked #201.

Evolve Private Wealth first reported a position in ECAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.59M in Q4 2025. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Evolve Private Wealth held 93,640 shares of BlackRock ESG Capital Allocation Term Trust worth $1.47M as of Q2 2026.
  • Evolve Private Wealth sold 9,594 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $145K.
  • BlackRock ESG Capital Allocation Term Trust made up 0.09% of Evolve Private Wealth's portfolio in Q2 2026, its #201 holding.
  • Evolve Private Wealth first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's BlackRock ESG Capital Allocation Term Trust position peaked at $1.59M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.