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Integrated Wealth Concepts’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Integrated Wealth Concepts’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 		$291K Buy
+18,487
New +$279K ﹤0.01% 2100
2025
Q4 		– Sell
-10,918
Closed -$179K – 1743
2025
Q3 		$179K Sell
10,918
-235
-2% -$3.86K ﹤0.01% 1872
2025
Q2 		$179K Buy
+11,153
New +$173K ﹤0.01% 1789

Other funds holding ECAT

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Integrated Wealth Concepts's ECAT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BlackRock ESG Capital Allocation Term Trust (ECAT) in Q2 2026: 18,487 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #2100 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in ECAT as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in ECAT in Q2 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Integrated Wealth Concepts held 18,487 shares of BlackRock ESG Capital Allocation Term Trust worth $291K as of Q2 2026.
  • BlackRock ESG Capital Allocation Term Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2100 holding.
  • Integrated Wealth Concepts first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.