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PABU
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iShares Paris-Aligned Climate MSCI USA ETF (PABU)

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$69.47
Last Close (24-hour delay)
Profit since last BUY3.9%
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BUY since 33 days
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Upturn Advisory Summary

08/14/2025: PABU (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 33.15%
Avg. Invested days 67
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 1.05
52 Weeks Range 52.38 - 67.15
Updated Date 06/29/2025
52 Weeks Range 52.38 - 67.15
Updated Date 06/29/2025

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iShares Paris-Aligned Climate MSCI USA ETF

stock logo

ETF Overview

overview logo Overview

The iShares Paris-Aligned Climate MSCI USA ETF (PABU) aims to track the investment results of an index composed of U.S. equities that seeks to support the transition to a lower carbon economy.

reliability logo Reputation and Reliability

BlackRock is a leading global investment management firm with a strong reputation and track record.

reliability logo Management Expertise

BlackRock has extensive experience in managing ETFs and passive investment strategies.

Investment Objective

overview logo Goal

Seeks to track the investment results of an index composed of U.S. equities that seeks to support the transition to a lower carbon economy.

Investment Approach and Strategy

Strategy: Tracks the MSCI USA Climate Paris Aligned Index.

Composition Primarily holds U.S. equities.

Market Position

Market Share: PABU's market share is moderate within the climate-focused US equity ETF segment.

Total Net Assets (AUM): 103675494

Competitors

overview logo Key Competitors

  • KRBN
  • ICLN
  • TAN
  • QCLN

Competitive Landscape

The climate-focused ETF market is competitive, with several established players. PABU's advantage lies in its Paris-aligned methodology, but it faces competition from broader clean energy and carbon-focused ETFs. Disadvantages include lower AUM compared to some competitors and a potentially more concentrated investment universe.

Financial Performance

Historical Performance: Historical performance data is readily available from the fund's website and financial data providers.

Benchmark Comparison: The ETF's performance is expected to align closely with the MSCI USA Climate Paris Aligned Index.

Expense Ratio: 0.12

Liquidity

Average Trading Volume

PABU's average trading volume indicates moderate liquidity.

Bid-Ask Spread

The bid-ask spread is generally tight, reflecting the ETF's tradability.

Market Dynamics

Market Environment Factors

Economic indicators, climate change policies, and investor sentiment towards ESG investing all influence PABU's performance.

Growth Trajectory

Growth depends on the increasing adoption of ESG investing and the transition to a lower-carbon economy, with adjustments reflecting index methodology changes.

Moat and Competitive Advantages

Competitive Edge

PABU's competitive edge comes from its specific focus on aligning with the Paris Agreement goals, providing investors a way to target a reduced carbon footprint. The rigorous index methodology, designed by MSCI, ensures companies included meet climate-related criteria. Additionally, being an iShares product benefits from BlackRock's brand recognition and distribution network, offering credibility and accessibility to a wide range of investors. This focus distinguishes it from broader ESG or low-carbon ETFs.

Risk Analysis

Volatility

PABU's volatility is expected to be similar to the broader U.S. equity market, with potential for fluctuations based on sector allocations and market sentiment.

Market Risk

Specific risks include sector concentration risk (e.g., technology, financials), climate policy changes, and the potential for greenwashing accusations.

Investor Profile

Ideal Investor Profile

Ideal investors include those seeking to align their investments with climate goals, specifically the Paris Agreement. It suits investors with a moderate risk tolerance and a long-term investment horizon.

Market Risk

PABU is best suited for long-term investors seeking exposure to U.S. equities with a climate-conscious approach.

Summary

The iShares Paris-Aligned Climate MSCI USA ETF (PABU) offers exposure to U.S. equities that are aligned with the Paris Agreement's climate goals. It tracks the MSCI USA Climate Paris Aligned Index, providing a way to invest in companies transitioning to a lower-carbon economy. Managed by BlackRock, it benefits from their expertise but faces competition from other climate-focused ETFs. It's best suited for long-term investors seeking sustainable investment options.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • iShares website
  • MSCI website
  • Financial data providers

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on your own due diligence and consultation with a financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About iShares Paris-Aligned Climate MSCI USA ETF

Exchange NASDAQ
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The underlying index is composed of U.S. large- and mid-capitalization stocks that are selected and weighted so that, in the aggregate, the portfolio is compatible with the objectives of the Paris Agreement by following a decarbonization trajectory. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The fund is non-diversified.