Skip to main content

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

ECAT holding history

BlackRock ESG Capital Allocation Term Trust in every 13F filed by JFS Wealth Advisors, 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 Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2021
Holdings of ECAT by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−500−100.0%Sold outHolders
Q1 2024500$8.68K<0.1%00.0%UnchangedHolders
Q4 2023500$8.06K<0.1%00.0%UnchangedHolders
Q3 2023500$7.39K<0.1%00.0%UnchangedHolders
Q2 2023500$7.83K<0.1%00.0%UnchangedHolders
Q1 2023500$7.80K<0.1%00.0%UnchangedHolders
Q4 2022500$6.71K<0.1%00.0%UnchangedHolders
Q3 2022500$6.00K<0.1%00.0%UnchangedHolders
Q2 2022500$7.00K<0.1%00.0%UnchangedHolders
Q1 2022500$8.00K<0.1%00.0%UnchangedHolders
Q4 2021500$9.00K<0.1%+500NewHolders