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Upturn AI SWOT - About
iShares Paris-Aligned Climate MSCI World ex USA ETF (PABD)
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Upturn Advisory Summary
04/01/2025: PABD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental 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 -2.58% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 378 | Beta - | 52 Weeks Range 49.15 - 56.71 | Updated Date 04/1/2025 |
52 Weeks Range 49.15 - 56.71 | Updated Date 04/1/2025 |
Upturn AI SWOT
iShares Paris-Aligned Climate MSCI World ex USA ETF
ETF Overview
Overview
The iShares Paris-Aligned Climate MSCI World ex USA ETF (PABD) seeks to track the investment results of an index composed of developed market equities, excluding the U.S., that aims to align with the Paris Agreement's climate goals.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its extensive range of investment products and strong market presence.
Management Expertise
BlackRock, the parent company of iShares, has significant experience and expertise in managing ETFs and other investment vehicles.
Investment Objective
Goal
The ETF aims to track the investment results of the MSCI World ex USA Climate Paris Aligned Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of its benchmark index.
Composition The fund holds equities of developed market companies, excluding those in the United States, selected based on climate-related criteria.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 241000000.00
Competitors
Key Competitors
- VEU
- VXUS
- ACWX
Competitive Landscape
The competitive landscape consists of broad market ex-US ETFs. PABD's advantage lies in its climate-focused approach, while its disadvantage is its narrower focus which may lead to higher tracking error relative to general ex-US market ETFs. Compared to broad ex-US ETFs, it limits universe to select companies that meet the Paris-Aligned Climate goals.
Financial Performance
Historical Performance: Historical performance data unavailable in specified format.
Benchmark Comparison: Benchmark comparison data unavailable in specified format.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF has an average trading volume that indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting sufficient liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in developed markets outside the US, sector growth prospects in green technologies, and overall market sentiment influence PABD's performance.
Growth Trajectory
Growth is dependent on investor demand for climate-conscious investments and the performance of the underlying equities.
Moat and Competitive Advantages
Competitive Edge
PABD's competitive advantage lies in its explicit focus on aligning investments with the Paris Agreement's climate goals. It offers investors a tool to reduce their carbon footprint and support the transition to a low-carbon economy. The ETF's methodology targets companies demonstrating climate leadership and reducing their carbon intensity. The iShares brand also provides a strong backing in terms of investor trust and brand recognition.
Risk Analysis
Volatility
Historical volatility can be assessed by reviewing the ETF's price fluctuations over different time periods.
Market Risk
Specific risks include fluctuations in international equity markets, currency risk, and the performance of companies meeting the Paris-Aligned Climate goals.
Investor Profile
Ideal Investor Profile
The ideal investor profile includes those seeking exposure to international equities while aligning their investments with climate-conscious principles.
Market Risk
The ETF is suitable for long-term investors and those with a specific interest in ESG and climate-focused investments.
Summary
PABD offers exposure to developed market equities, excluding the U.S., that are aligned with the Paris Agreement's climate goals. It is managed by iShares, a reputable ETF provider, and seeks to track the MSCI World ex USA Climate Paris Aligned Index. The fund's competitive advantage lies in its climate-focused approach, appealing to investors seeking ESG investments. While it carries standard market risks, it offers a unique angle for those prioritizing environmental considerations. Overall, PABD is suitable for long-term investors interested in sustainable investing.
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Sources and Disclaimers
Data Sources:
- iShares Website
- MSCI Index Fact Sheet
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions are subject to change.
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 World ex USA ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is composed of large- and mid-cap developed market equities, excluding the U.S., 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, reducing exposure to climate-related transition and physical risks and increasing exposure to companies favorably positioned for the transition to a low-carbon economy. The fund generally will invest at least 90% of its assets in the component securities of its index.
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