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Wealth Effects’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Wealth Effects’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 		$591K Sell
37,577
-733
-2% -$11.1K 0.16% 116
2026
Q1 		$520K Buy
+38,310
New +$574K 0.18% 107

Other funds holding ECAT

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Wealth Effects's ECAT Position: Q2 2026 in Review

Wealth Effects reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 1.9% in Q2 2026, selling an estimated $11.1K and leaving 37,577 shares worth $591K. The position accounts for 0.16% of the portfolio, ranked #116.

Wealth Effects first reported a position in ECAT in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Wealth Effects held 37,577 shares of BlackRock ESG Capital Allocation Term Trust worth $591K as of Q2 2026.
  • Wealth Effects sold 733 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $11.1K.
  • BlackRock ESG Capital Allocation Term Trust made up 0.16% of Wealth Effects's portfolio in Q2 2026, its #116 holding.
  • Wealth Effects first reported a position in BlackRock ESG Capital Allocation Term Trust in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.