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 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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Golden State Equity Partners's ECAT Position: Q2 2026 in Review

Golden State Equity Partners sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q2 2026, closing a stake of 72,226 shares — an estimated $981K sold.

Golden State Equity Partners first reported a position in ECAT in Q2 2025 and held it in 4 quarters. The position peaked at $1.02M in Q4 2025. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

Golden State Equity Partners reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 72,226 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $981K.
Golden State Equity Partners first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2025 and held it in 4 quarters.
Golden State Equity Partners's BlackRock ESG Capital Allocation Term Trust position peaked at $1.02M in Q4 2025.
79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.