GRP
ECAT icon

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
2026
Q2 		$78.5K Buy
+4,994
New +$75.3K ﹤0.01% 2229
2025
Q4 		$65.2K Buy
+4,240
New +$68K ﹤0.01% 2191

Other funds holding ECAT

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Global Retirement Partners's ECAT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BlackRock ESG Capital Allocation Term Trust (ECAT) in Q2 2026: 4,994 shares worth $78.5K. The stake represents ﹤0.01% of the portfolio and ranks #2229 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ECAT as recently as Q4 2025.

Global Retirement Partners first reported a position in ECAT in Q4 2025 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Global Retirement Partners held 4,994 shares of BlackRock ESG Capital Allocation Term Trust worth $78.5K as of Q2 2026.
  • BlackRock ESG Capital Allocation Term Trust was a new Global Retirement Partners position in Q2 2026.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2229 holding.
  • Global Retirement Partners first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2025 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.