Focus Partners Wealth
ECAT icon

Focus Partners Wealth’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Focus Partners 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 		– Sell
-16,166
Closed -$265K – 2707
2025
Q4 		$265K Hold
16,166
– – ﹤0.01% 2295
2025
Q3 		$265K Buy
+16,166
New +$266K ﹤0.01% 1914

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AAM
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Focus Partners Wealth's ECAT Position: Q1 2026 in Review

Focus Partners Wealth sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q1 2026, closing a stake of 16,166 shares — an estimated $265K sold.

Focus Partners Wealth first reported a position in ECAT in Q3 2025 and held it in 2 quarters. The position peaked at $265K in Q3 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • Focus Partners Wealth reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 16,166 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $265K.
  • Focus Partners Wealth first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2025 and held it in 2 quarters.
  • Focus Partners Wealth's BlackRock ESG Capital Allocation Term Trust position peaked at $265K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.