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 Q3	$1.12M	Buy	+80,682	New	+$1.22M	0.07%	312
2026 Q2	–	Sell	-72,226	Closed	-$981K	–	733
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

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

Golden State Equity Partners's ECAT Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in BlackRock ESG Capital Allocation Term Trust (ECAT) in Q3 2026: 80,682 shares worth $1.12M. The stake represents 0.07% of the portfolio and ranks #312 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in ECAT as recently as Q1 2026.

Golden State Equity Partners first reported a position in ECAT in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold ECAT as of Q3 2026.

Golden State Equity Partners held 80,682 shares of BlackRock ESG Capital Allocation Term Trust worth $1.12M as of Q3 2026.
BlackRock ESG Capital Allocation Term Trust was a new Golden State Equity Partners position in Q3 2026.
BlackRock ESG Capital Allocation Term Trust made up 0.07% of Golden State Equity Partners's portfolio in Q3 2026, its #312 holding.
Golden State Equity Partners first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2025 and has held it in 5 quarters since.
65 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.