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CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

ECAT holding history

BlackRock ESG Capital Allocation Term Trust in every 13F filed by CWM, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ECAT overviewAll 13F holders of ECATFull Q1 2026 holdings

Shares (Q1 2026)
628
Value
$8.53K
% of portfolio
<0.1%
Quarters held
10
Since Q3 2022
Holdings of ECAT by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026628$8.53K<0.1%00.0%UnchangedHolders
Q4 2025628$10.0K<0.1%00.0%UnchangedHolders
Q3 2025628$10.0K<0.1%00.0%UnchangedHolders
Q2 2025628$10.0K<0.1%00.0%UnchangedHolders
Q1 2025628$10.0K<0.1%00.0%UnchangedHolders
Q4 2024628$10.0K<0.1%00.0%UnchangedHolders
Q3 2024628$11.0K<0.1%+628NewHolders
Q3 20230$00.0%−825−100.0%Sold outHolders
Q2 2023825$13.0K<0.1%+825NewHolders
Q1 20230$00.0%−10,000−100.0%Sold outHolders
Q4 202210,000$134.0K<0.1%00.0%UnchangedHolders
Q3 202210,000$128.0K<0.1%+10,000NewHolders