FFA
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Farther Finance Advisors’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Farther Finance Advisors’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 Buy
+500
New +$7.54K ﹤0.01% 4573
2025
Q1 		– Sell
-300
Closed -$4.92K – 4304
2024
Q4 		$4.92K Sell
300
-3,443
-92% -$59.8K ﹤0.01% 2670
2024
Q3 		$66.4K Sell
3,743
-257
-6% -$4.47K ﹤0.01% 1502
2024
Q2 		$70.7K Sell
4,000
-300
-7% -$5.1K ﹤0.01% 1267
2024
Q1 		$74.7K Sell
4,300
-1,595
-27% -$26.7K ﹤0.01% 1044
2023
Q4 		$95.1K Buy
5,895
+5,875
+29,375% +$89.5K 0.01% 818
2023
Q3 		$296 Hold
20
– – ﹤0.01% 2388
2023
Q2 		$313 Hold
20
– – ﹤0.01% 2273
2023
Q1 		$312 Hold
20
– – ﹤0.01% 2114
2022
Q4 		$269 Buy
+20
New +$273 ﹤0.01% 1971

Other funds holding ECAT

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's ECAT Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in BlackRock ESG Capital Allocation Term Trust (ECAT) in Q2 2026: 500 shares worth $7.86K. The stake represents ﹤0.01% of the portfolio and ranks #4573 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in ECAT as recently as Q4 2024.

Farther Finance Advisors first reported a position in ECAT in Q4 2022 and has held it in 10 quarters since. The position peaked at $95.1K in Q4 2023. 8 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Farther Finance Advisors held 500 shares of BlackRock ESG Capital Allocation Term Trust worth $7.86K as of Q2 2026.
  • BlackRock ESG Capital Allocation Term Trust was a new Farther Finance Advisors position in Q2 2026.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4573 holding.
  • Farther Finance Advisors first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2022 and has held it in 10 quarters since.
  • Farther Finance Advisors's BlackRock ESG Capital Allocation Term Trust position peaked at $95.1K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.