Morgan Stanley
ECAT icon

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

Morgan Stanley’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 		$34M Sell
2,161,073
-43,395
-2% -$655K ﹤0.01% 2600
2026
Q1 		$29.9M Buy
2,204,468
+37,517
+2% +$562K ﹤0.01% 2581
2025
Q4 		$33.3M Sell
2,166,951
-151,538
-7% -$2.43M ﹤0.01% 2482
2025
Q3 		$38M Sell
2,318,489
-141,556
-6% -$2.33M ﹤0.01% 2256
2025
Q2 		$39.5M Sell
2,460,045
-54,560
-2% -$847K ﹤0.01% 2141
2025
Q1 		$39.7M Buy
2,514,605
+30,505
+1% +$504K ﹤0.01% 2026
2024
Q4 		$40.7M Sell
2,484,100
-27,152
-1% -$471K ﹤0.01% 2022
2024
Q3 		$44.5M Sell
2,511,252
-41,320
-2% -$718K ﹤0.01% 1941
2024
Q2 		$44.8M Sell
2,552,572
-153,748
-6% -$2.61M ﹤0.01% 1855
2024
Q1 		$47M Sell
2,706,320
-383,689
-12% -$6.42M ﹤0.01% 1816
2023
Q4 		$49.8M Sell
3,090,009
-1,680,652
-35% -$25.6M ﹤0.01% 1727
2023
Q3 		$70.6M Sell
4,770,661
-241,681
-5% -$3.72M 0.01% 1288
2023
Q2 		$78.5M Sell
5,012,342
-1,163,300
-19% -$18M 0.01% 1237
2023
Q1 		$96.4M Buy
6,175,642
+446,858
+8% +$6.52M 0.01% 1083
2022
Q4 		$76.9M Buy
5,728,784
+992,116
+21% +$13.6M 0.01% 1197
2022
Q3 		$60.7M Buy
4,736,668
+698,881
+17% +$10.1M 0.01% 1183
2022
Q2 		$57.8M Buy
4,037,787
+1,993,736
+98% +$29.5M 0.01% 1272
2022
Q1 		$34.1M Buy
2,044,051
+666,867
+48% +$11.3M ﹤0.01% 1584
2021
Q4 		$25.7M Buy
1,377,184
+375,536
+37% +$7.27M ﹤0.01% 1902
2021
Q3 		$20.1M Buy
+1,001,648
New +$20.1M ﹤0.01% 2078

Other funds holding ECAT

SCM
Saba Capital Management New York $3.9B AUM 12.9% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's ECAT Position: Q2 2026 in Review

Morgan Stanley reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 2% in Q2 2026, selling an estimated $655K and leaving 2,161,073 shares worth $34M. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

Morgan Stanley first reported a position in ECAT in Q3 2021 and has held it in 20 quarters since. The position peaked at $96.4M in Q1 2023. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Morgan Stanley held 2,161,073 shares of BlackRock ESG Capital Allocation Term Trust worth $34M as of Q2 2026.
  • Morgan Stanley sold 43,395 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $655K.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2600 holding.
  • Morgan Stanley first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2021 and has held it in 20 quarters since.
  • Morgan Stanley's BlackRock ESG Capital Allocation Term Trust position peaked at $96.4M in Q1 2023.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.