Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Northwestern Mutual Wealth Management’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
Q3 		– Sell
-1,000
Closed -$16.1K – 3868
2025
Q2 		$16.1K Buy
+1,000
New +$15.5K ﹤0.01% 2633
2023
Q4 		– Sell
-742
Closed -$11K – 3523
2023
Q3 		$11K Buy
+742
New +$11.4K ﹤0.01% 2507

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PCM
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BlackRock
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's ECAT Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q3 2025, closing a stake of 1,000 shares — an estimated $16.1K sold.

Northwestern Mutual Wealth Management first reported a position in ECAT in Q3 2023 and held it in 2 quarters. The position peaked at $16.1K in Q2 2025. 74 funds tracked by Wall St. Rank hold ECAT as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,000 BlackRock ESG Capital Allocation Term Trust shares in Q3 2025, an estimated $16.1K.
  • Northwestern Mutual Wealth Management first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's BlackRock ESG Capital Allocation Term Trust position peaked at $16.1K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.