Walkner Condon Financial Advisors’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Walkner Condon Financial Advisors’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	$145K	Buy	+10,669	New	+$160K	0.02%	320

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

Walkner Condon Financial Advisors's ECAT Position: Q1 2026 in Review

Walkner Condon Financial Advisors opened a new position in BlackRock ESG Capital Allocation Term Trust (ECAT) in Q1 2026: 10,669 shares worth $145K. The stake represents 0.02% of the portfolio and ranks #320 among its holdings.

84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

Walkner Condon Financial Advisors held 10,669 shares of BlackRock ESG Capital Allocation Term Trust worth $145K as of Q1 2026.
BlackRock ESG Capital Allocation Term Trust was a new Walkner Condon Financial Advisors position in Q1 2026.
BlackRock ESG Capital Allocation Term Trust made up 0.02% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #320 holding.
84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.