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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
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 $3.62B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evolve Private Wealth's ECAT Position: Q1 2026 in Review

Evolve Private Wealth reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 0.07% in Q1 2026, selling an estimated $1.12K and leaving 103,234 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #251.

Evolve Private Wealth first reported a position in ECAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.59M in Q4 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • Evolve Private Wealth held 103,234 shares of BlackRock ESG Capital Allocation Term Trust worth $1.4M as of Q1 2026.
  • Evolve Private Wealth sold 75 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $1.12K.
  • BlackRock ESG Capital Allocation Term Trust made up 0.07% of Evolve Private Wealth's portfolio in Q1 2026, its #251 holding.
  • Evolve Private Wealth first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's BlackRock ESG Capital Allocation Term Trust position peaked at $1.59M in Q4 2025.
  • 84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.