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Upturn AI Summary
iShares Paris-Aligned Climate MSCI USA ETF(PABU)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PABU
10/28/2026: PABU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
PABU provides targeted exposure to large- and mid-cap US equities that meet strict Paris-Aligned climate criteria, excluding fossil fuel producers and heavy emitters. Managed by iShares, the fund offers a low-cost, institutional-grade vehicle for investors looking to align their capital with a net-zero future. While it offers strong diversification, investors should note the concentration risk stemming from sector exclusions compared to a broad index like the S&P 500. It is best suited for long-term, climate-conscious investors who are comfortable with potential performance variance from the broader market during energy sector cycles.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The portfolio emphasizes companies positioned for a long-term transition to a low-carbon economy. |
| Momentum investor | Mixed fit | Momentum may be affected by the systematic exclusion of energy stocks, which can drive market trends. |
| Value investor | Mixed fit | The ESG tilt may lead to valuation differences compared to the broader market, as some value-oriented carbon-heavy sectors are excluded. |
| Dividend/Income investor | Weak fit | The exclusion of traditional energy companies may reduce the dividend yield compared to a standard S&P 500 portfolio. |
| Low-risk investor | Mixed fit | While diversified, the specific sectoral exclusions introduce concentration risk compared to a total market index. |
Investor Profile
Ideal Investor Profile
Investors seeking to align their equity portfolio with the Paris Agreement climate goals without sacrificing exposure to large-cap US growth.
Suitability
Best suited for long-term investors aiming to incorporate ESG and climate-conscious themes into a core or satellite equity allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund experiences volatility similar to the broader US equity market due to its large-cap exposure. |
| Market risk | High | As an equity fund, it is fully exposed to the fluctuations of the US stock market. |
| Concentration | Medium | Excluding entire sectors like fossil fuels reduces diversification compared to a broad index. |
| Tracking/expense | Low | The low expense ratio and BlackRock's management help keep tracking error within acceptable ranges. |
| Liquidity | Medium | Lower average daily volume compared to major benchmarks can result in wider spreads. |
| Business/sector quality | Medium | The fund depends on the long-term viability of companies successfully transitioning to net-zero emissions. |
Risk Analysis
Volatility
PABU demonstrates volatility profile consistent with broad large-cap US indices, but with sensitivity to energy and utility sector performance variations.
Market Risk
The primary risk is systematic market risk; investors should be aware that the fund's exclusion strategy may lead to tracking error versus the S&P 500.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | The fund provides broad, diversified exposure to large-cap US companies filtered for climate-conscious criteria. |
| Cash/collateral | Cash and Equivalents | 1.5 | A small portion of the fund is held in cash to facilitate daily operations and manage liquidity. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 33.33% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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