WTC
ECAT icon

WhitTier Trust Company’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

WhitTier Trust Company’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
-3,596
Closed -$57.7K – 1346
2025
Q2 		$57.7K Hold
3,596
– – ﹤0.01% 749
2025
Q1 		$56.7K Buy
+3,596
New +$59.4K ﹤0.01% 736

Other funds holding ECAT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

WhitTier Trust Company's ECAT Position: Q3 2025 in Review

WhitTier Trust Company sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q3 2025, closing a stake of 3,596 shares — an estimated $57.7K sold.

WhitTier Trust Company first reported a position in ECAT in Q1 2025 and held it in 2 quarters. The position peaked at $57.7K in Q2 2025. 74 funds tracked by Wall St. Rank hold ECAT as of Q3 2025.

  • WhitTier Trust Company reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q3 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 3,596 BlackRock ESG Capital Allocation Term Trust shares in Q3 2025, an estimated $57.7K.
  • WhitTier Trust Company first reported a position in BlackRock ESG Capital Allocation Term Trust in Q1 2025 and held it in 2 quarters.
  • WhitTier Trust Company's BlackRock ESG Capital Allocation Term Trust position peaked at $57.7K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.