World Investment Advisors’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

World Investment 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	$143K	Sell	10,518 -3,046	-22%	-$45.6K	﹤0.01%	1512
2025 Q4	$209K	Buy	13,564 +320	+2%	+$5.13K	﹤0.01%	1375
2025 Q3	$217K	Buy	+13,244	New	+$218K	﹤0.01%	1131

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

World Investment Advisors's ECAT Position: Q1 2026 in Review

World Investment Advisors reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 22% in Q1 2026, selling an estimated $45.6K and leaving 10,518 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

World Investment Advisors first reported a position in ECAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $217K in Q3 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

World Investment Advisors held 10,518 shares of BlackRock ESG Capital Allocation Term Trust worth $143K as of Q1 2026.
World Investment Advisors sold 3,046 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $45.6K.
BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1512 holding.
World Investment Advisors first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2025 and has held it in 3 quarters since.
World Investment Advisors's BlackRock ESG Capital Allocation Term Trust position peaked at $217K in Q3 2025.
84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.