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Upturn AI SWOT - About
iShares Paris-Aligned Climate MSCI USA ETF (PABU)
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Upturn Advisory Summary
04/01/2025: PABU (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 17.07% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 144782 | Beta 1.05 | 52 Weeks Range 52.64 - 67.30 | Updated Date 04/2/2025 |
52 Weeks Range 52.64 - 67.30 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Paris-Aligned Climate MSCI USA ETF
ETF Overview
Overview
The iShares Paris-Aligned Climate MSCI USA ETF (PABU) seeks to track the investment results of an index composed of U.S. equities that are selected and weighted to align with the Paris Agreement goals, specifically aiming for a 50% reduction in carbon emissions intensity.
Reputation and Reliability
BlackRock (iShares) is a leading ETF provider with a strong reputation for managing diverse investment products.
Management Expertise
BlackRock has a large and experienced team of portfolio managers and analysts with deep expertise in index-tracking and ESG investing.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities that are selected and weighted to align with the Paris Agreement goals.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI USA Climate Paris Aligned Index, employing a bottom-up approach to select and weight securities to meet specific climate-related objectives.
Composition The ETF primarily holds U.S. equities. Holdings are selected and weighted based on their carbon emissions intensity and alignment with the Paris Agreement goals.
Market Position
Market Share: PABU's market share in the climate-focused U.S. equity ETF segment is moderate and growing.
Total Net Assets (AUM): 295800000
Competitors
Key Competitors
- CRBN
- LRNZ
- KCCA
Competitive Landscape
The climate-focused ETF market is competitive. PABU differentiates itself through its Paris Agreement alignment methodology, competing with broader ESG and low-carbon ETFs. A key advantage is BlackRock's brand and distribution network. Disadvantages might include higher tracking error versus standard market-cap-weighted indices, and potential sector concentration.
Financial Performance
Historical Performance: Historical performance depends on market conditions and the performance of the underlying index. Reviewing PABU's performance over 1, 3, and 5-year periods is recommended.
Benchmark Comparison: Compare PABU's performance against the MSCI USA Index and other climate-focused benchmarks to assess its effectiveness in achieving its climate-related investment goals.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
PABU's average trading volume is moderate, suggesting reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the fund's liquidity and trading efficiency.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, climate policy changes, and investor sentiment towards ESG investments can all influence PABU's performance.
Growth Trajectory
PABU's growth depends on increasing investor demand for climate-aligned investment strategies and continued growth in the ESG investing space. Holdings may change in line with the index methodology.
Moat and Competitive Advantages
Competitive Edge
PABU's competitive advantage lies in its transparent Paris Agreement alignment methodology, which offers investors a concrete way to integrate climate considerations into their investment portfolios. BlackRock's scale and brand recognition further enhance its appeal. The ETF's focus on U.S. equities provides exposure to a well-established market. Its selection methodology, focusing on carbon reduction, can lead to differentiated performance compared to broad market ETFs.
Risk Analysis
Volatility
PABU's volatility will depend on the volatility of the underlying U.S. equity market, with potentially higher volatility compared to broad market indices due to its specific sector tilts.
Market Risk
PABU is subject to market risk, as its value can fluctuate based on overall market conditions and the performance of its underlying holdings. Specific risks include sector concentration risk and the potential for underperformance relative to broad market indices if climate-aligned stocks underperform.
Investor Profile
Ideal Investor Profile
The ideal investor is environmentally conscious, seeking to align their investments with the Paris Agreement goals. They should have a moderate to long-term investment horizon and be comfortable with potential sector tilts and tracking error.
Market Risk
PABU is suitable for long-term investors who prioritize ESG factors and are looking for a way to integrate climate considerations into their U.S. equity portfolio.
Summary
The iShares Paris-Aligned Climate MSCI USA ETF (PABU) provides exposure to U.S. equities selected and weighted to align with the Paris Agreement. It is managed by BlackRock and tracks the MSCI USA Climate Paris Aligned Index. It is suitable for long-term investors seeking climate-aligned investments, with moderate liquidity. PABU offers a competitive edge through its Paris Agreement alignment and BlackRock's brand, but investors should be aware of market risk and sector concentration risks.
Similar Companies
- CRBN
- LRNZ
- ESGU
- VSGX
- KCCA
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- ETF.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should consult with a qualified financial advisor before making any investment decisions. Market share data is estimated based on available sources and may not be precise.
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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