IC
ECAT icon

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

IEQ Capital’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
Q2 		– Sell
-126,738
Closed -$2M – 1872
2025
Q1 		$2M Buy
+126,738
New +$2.09M 0.02% 589

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
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IEQ Capital's ECAT Position: Q2 2025 in Review

IEQ Capital sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q2 2025, closing a stake of 126,738 shares — an estimated $2M sold.

IEQ Capital first reported a position in ECAT in Q1 2025 and held it in 1 quarter. The position peaked at $2M in Q1 2025. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2025.

  • IEQ Capital reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q2 2025 after selling out during the quarter.
  • IEQ Capital sold 126,738 BlackRock ESG Capital Allocation Term Trust shares in Q2 2025, an estimated $2M.
  • IEQ Capital first reported a position in BlackRock ESG Capital Allocation Term Trust in Q1 2025 and held it in 1 quarter.
  • IEQ Capital's BlackRock ESG Capital Allocation Term Trust position peaked at $2M in Q1 2025.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.