GSEP
ECAT icon

Golden State Equity Partners’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Golden State Equity 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
Q1 		$981K Buy
72,226
+5,721
+9% +$85.7K 0.07% 292
2025
Q4 		$1.02M Buy
66,505
+5,960
+10% +$95.5K 0.17% 141
2025
Q3 		$993K Buy
60,545
+6,228
+11% +$102K 0.17% 150
2025
Q2 		$872K Buy
+54,317
New +$844K 0.16% 155

Other funds holding ECAT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Golden State Equity Partners's ECAT Position: Q1 2026 in Review

Golden State Equity Partners increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 8.6% in Q1 2026, buying an estimated $85.7K and bringing the position to 72,226 shares worth $981K. The position accounts for 0.07% of the portfolio, ranked #292.

Golden State Equity Partners first reported a position in ECAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • Golden State Equity Partners held 72,226 shares of BlackRock ESG Capital Allocation Term Trust worth $981K as of Q1 2026.
  • Golden State Equity Partners bought 5,721 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $85.7K.
  • BlackRock ESG Capital Allocation Term Trust made up 0.07% of Golden State Equity Partners's portfolio in Q1 2026, its #292 holding.
  • Golden State Equity Partners first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2025 and has held it in 4 quarters since.
  • Golden State Equity Partners's BlackRock ESG Capital Allocation Term Trust position peaked at $1.02M in Q4 2025.
  • 84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.