BFC Planning, Inc.’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

BFC Planning, Inc.’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 Q3	–	Sell	-4,500	Closed	-$70.7K	–	3505
2026 Q2	$70.7K	Hold	4,500	–	–	﹤0.01%	1383
2026 Q1	$61.1K	Hold	4,500	–	–	﹤0.01%	1269
2025 Q4	$69.2K	Hold	4,500	–	–	﹤0.01%	1232
2025 Q3	$73.8K	Hold	4,500	–	–	0.01%	1034
2025 Q2	$72.3K	Hold	4,500	–	–	0.01%	998
2025 Q1	$71K	Hold	4,500	–	–	0.01%	980
2024 Q4	$73.8K	Hold	4,500	–	–	0.01%	975
2024 Q3	$79.8K	Buy	+4,500	New	+$78.2K	0.01%	958

Other funds holding ECAT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BFC Planning, Inc.'s ECAT Position: Q3 2026 in Review

BFC Planning, Inc. sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q3 2026, closing a stake of 4,500 shares — an estimated $70.7K sold.

BFC Planning, Inc. first reported a position in ECAT in Q3 2024 and held it in 8 quarters. The position peaked at $79.8K in Q3 2024. 65 funds tracked by Wall St. Rank hold ECAT as of Q3 2026.

BFC Planning, Inc. reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 4,500 BlackRock ESG Capital Allocation Term Trust shares in Q3 2026, an estimated $70.7K.
BFC Planning, Inc. first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2024 and held it in 8 quarters.
BFC Planning, Inc.'s BlackRock ESG Capital Allocation Term Trust position peaked at $79.8K in Q3 2024.
65 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.