HighTower Advisors’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

HighTower Advisors’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 Q3	–	Sell	-15,580	Closed	-$250K	–	3896
2025 Q2	$250K	Buy	+15,580	New	+$242K	﹤0.01%	3092
2024 Q4	–	Sell	-22,500	Closed	-$399K	–	3875
2024 Q3	$399K	Hold	22,500	–	–	﹤0.01%	2585
2024 Q2	$395K	Hold	22,500	–	–	﹤0.01%	2496
2024 Q1	$390K	Hold	22,500	–	–	﹤0.01%	2471
2023 Q4	$363K	Buy	+22,500	New	+$343K	﹤0.01%	2568
2023 Q2	–	Sell	-100,197	Closed	-$1.57M	–	3505
2023 Q1	$1.57M	Buy	100,197 +31,852	+47%	+$465K	﹤0.01%	1428
2022 Q4	$919K	Buy	+68,345	New	+$934K	﹤0.01%	1729

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors's ECAT Position: Q3 2025 in Review

HighTower Advisors sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q3 2025, closing a stake of 15,580 shares — an estimated $250K sold.

HighTower Advisors first reported a position in ECAT in Q4 2022 and held it in 7 quarters. The position peaked at $1.57M in Q1 2023. 74 funds tracked by Wall St. Rank hold ECAT as of Q3 2025.

HighTower Advisors reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 15,580 BlackRock ESG Capital Allocation Term Trust shares in Q3 2025, an estimated $250K.
HighTower Advisors first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2022 and held it in 7 quarters.
HighTower Advisors's BlackRock ESG Capital Allocation Term Trust position peaked at $1.57M in Q1 2023.
74 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.