Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Kovitz Investment Group 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
2025
Q1 		– Sell
-239,493
Closed -$3.93M – 1262
2024
Q4 		$3.93M Sell
239,493
-103,213
-30% -$1.79M 0.02% 447
2024
Q3 		$6M Buy
+342,706
New +$5.96M 0.04% 317

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PCM
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KIM
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Kovitz Investment Group Partners's ECAT Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q1 2025, closing a stake of 239,493 shares — an estimated $3.93M sold.

Kovitz Investment Group Partners first reported a position in ECAT in Q3 2024 and held it in 2 quarters. The position peaked at $6M in Q3 2024. 72 funds tracked by Wall St. Rank hold ECAT as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 239,493 BlackRock ESG Capital Allocation Term Trust shares in Q1 2025, an estimated $3.93M.
  • Kovitz Investment Group Partners first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's BlackRock ESG Capital Allocation Term Trust position peaked at $6M in Q3 2024.
  • 72 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.