Root Financial Partners’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Root Financial 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
2026 Q1	$2.59K	Sell	191 -288	-60%	-$4.32K	﹤0.01%	2203
2025 Q4	$7.37K	Buy	+479	New	+$7.68K	﹤0.01%	1627

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Root Financial Partners's ECAT Position: Q1 2026 in Review

Root Financial Partners reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 60% in Q1 2026, selling an estimated $4.32K and leaving 191 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Root Financial Partners first reported a position in ECAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.37K in Q4 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

Root Financial Partners held 191 shares of BlackRock ESG Capital Allocation Term Trust worth $2.59K as of Q1 2026.
Root Financial Partners sold 288 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $4.32K.
BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2203 holding.
Root Financial Partners first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2025 and has held it in 2 quarters since.
Root Financial Partners's BlackRock ESG Capital Allocation Term Trust position peaked at $7.37K in Q4 2025.
84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.