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iShares Paris-Aligned Climate MSCI USA ETF (PABU)



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Upturn Advisory Summary
08/14/2025: PABU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
iShares Paris-Aligned Climate MSCI USA ETF
ETF Overview
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.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation and track record.
Management Expertise
BlackRock has extensive experience in managing ETFs and passive investment strategies.
Investment Objective
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.

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