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

IFP 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 Q2	–	Sell	-2,200	Closed	-$34.7K	–	4948
2025 Q1	$34.7K	Hold	2,200	–	–	﹤0.01%	2054
2024 Q4	$36.1K	Buy	+2,200	New	+$38.2K	﹤0.01%	1986
2023 Q1	–	Sell	-327	Closed	-$7K	–	3656
2022 Q4	$7K	Buy	327 +69	+27%	+$942	﹤0.01%	3593
2022 Q3	$5K	Buy	258 +98	+61%	+$1.42K	﹤0.01%	4017
2022 Q2	$3K	Hold	160	–	–	﹤0.01%	3976
2022 Q1	$3K	Buy	+160	New	+$2.7K	﹤0.01%	3976

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's ECAT Position: Q2 2025 in Review

IFP Advisors sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q2 2025, closing a stake of 2,200 shares — an estimated $34.7K sold.

IFP Advisors first reported a position in ECAT in Q1 2022 and held it in 6 quarters. The position peaked at $36.1K in Q4 2024. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2025.

IFP Advisors reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q2 2025 after selling out during the quarter.
IFP Advisors sold 2,200 BlackRock ESG Capital Allocation Term Trust shares in Q2 2025, an estimated $34.7K.
IFP Advisors first reported a position in BlackRock ESG Capital Allocation Term Trust in Q1 2022 and held it in 6 quarters.
IFP Advisors's BlackRock ESG Capital Allocation Term Trust position peaked at $36.1K in Q4 2024.
79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.