Global Retirement Partners’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Global Retirement Partners’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
2025 Q4	$65.2K	Buy	+4,240	New	+$68K	﹤0.01%	2191

Other funds holding ECAT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's ECAT Position: Q4 2025 in Review

Global Retirement Partners opened a new position in BlackRock ESG Capital Allocation Term Trust (ECAT) in Q4 2025: 4,240 shares worth $65.2K. The stake represents ﹤0.01% of the portfolio and ranks #2191 among its holdings.

79 funds tracked by Wall St. Rank hold ECAT as of Q4 2025.

Global Retirement Partners held 4,240 shares of BlackRock ESG Capital Allocation Term Trust worth $65.2K as of Q4 2025.
BlackRock ESG Capital Allocation Term Trust was a new Global Retirement Partners position in Q4 2025.
BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2191 holding.
79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.