ECAT β€” BLACKROCK ESG

Ownership history in Integrated Wealth Concepts LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in BLACKROCK ESG (ECAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    ECAT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,918 -235 -2.1% 0.00% $179K $14.73
2025 Q2 INITIATED 11,153 β€” β€” 0.00% $179K $13.68

🏒 Other funds also holding ECAT

As of 2025 Q4 β€” sorted by position size

Saba Capital Management, L.P. 3Y 7Y 12.04% North Ground Capital 1.71% Mason & Associates Inc 3Y 0.99% Formidable Asset Management, LLC 3Y 7Y 0.71% Beckerman Institutional, LLC 0.31% Alpine Global Management, LLC 3Y 7Y 0.26% Penserra Capital Management LLC 3Y 7Y 0.25% Boreal Capital Management LLC 0.16% Advisors Asset Management, Inc. 3Y 7Y 0.15% Shaker Financial Services, LLC 3Y 7Y 0.1%
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