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 Q2	–	Sell	-10,518	Closed	-$143K	–	1546
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 $3.9B AUM 12.9% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

World Investment Advisors's ECAT Position: Q2 2026 in Review

World Investment Advisors sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q2 2026, closing a stake of 10,518 shares — an estimated $143K sold.

World Investment Advisors first reported a position in ECAT in Q3 2025 and held it in 3 quarters. The position peaked at $217K in Q3 2025. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

World Investment Advisors reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q2 2026 after selling out during the quarter.
World Investment Advisors sold 10,518 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $143K.
World Investment Advisors first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2025 and held it in 3 quarters.
World Investment Advisors's BlackRock ESG Capital Allocation Term Trust position peaked at $217K in Q3 2025.
79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.