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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
Q2 		– Sell
-10,669
Closed -$145K – 352
2026
Q1 		$145K Buy
+10,669
New +$160K 0.02% 320

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BlackRock
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Invesco
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Cohen & Steers
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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

Walkner Condon Financial Advisors's ECAT Position: Q2 2026 in Review

Walkner Condon Financial Advisors sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q2 2026, closing a stake of 10,669 shares — an estimated $145K sold.

Walkner Condon Financial Advisors first reported a position in ECAT in Q1 2026 and held it in 1 quarter. The position peaked at $145K in Q1 2026. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Walkner Condon Financial Advisors reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q2 2026 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 10,669 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $145K.
  • Walkner Condon Financial Advisors first reported a position in BlackRock ESG Capital Allocation Term Trust in Q1 2026 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's BlackRock ESG Capital Allocation Term Trust position peaked at $145K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.