William Blair & Company
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William Blair & Company’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

William Blair & 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
Q4 		– Sell
-11,871
Closed -$195K – 1888
2025
Q3 		$195K Sell
11,871
-10,000
-46% -$164K ﹤0.01% 1469
2025
Q2 		$351K Hold
21,871
– – ﹤0.01% 1201
2025
Q1 		$345K Sell
21,871
-8,197
-27% -$135K ﹤0.01% 1203
2024
Q4 		$493K Buy
30,068
+1,665
+6% +$28.9K ﹤0.01% 1096
2024
Q3 		$504K Buy
+28,403
New +$494K ﹤0.01% 1112

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Invesco
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Cohen & Steers
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair & Company's ECAT Position: Q4 2025 in Review

William Blair & Company sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q4 2025, closing a stake of 11,871 shares — an estimated $195K sold.

William Blair & Company first reported a position in ECAT in Q3 2024 and held it in 5 quarters. The position peaked at $504K in Q3 2024. 79 funds tracked by Wall St. Rank hold ECAT as of Q4 2025.

  • William Blair & Company reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q4 2025 after selling out during the quarter.
  • William Blair & Company sold 11,871 BlackRock ESG Capital Allocation Term Trust shares in Q4 2025, an estimated $195K.
  • William Blair & Company first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2024 and held it in 5 quarters.
  • William Blair & Company's BlackRock ESG Capital Allocation Term Trust position peaked at $504K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q4 2025.

Based on William Blair & Company's 13F filing for Q4 2025, filed 17 Feb 2026.