Cerity Partners OCIO’s iShares Paris-Aligned Climate Optimized MSCI USA ETF PABU Stock Holding History

Cerity Partners OCIO’s Portfolio PABU Stock Details PABU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.33M	Sell	83,041 -52,274	-39%	-$3.9M	0.32%	20
2026 Q1	$8.97M	Sell	135,315 -151,235	-53%	-$10.6M	0.54%	17
2025 Q4	$20.9M	Buy	286,550 +63,826	+29%	+$4.64M	1.15%	12
2025 Q3	$16M	Buy	222,724 +33,566	+18%	+$2.32M	0.82%	13
2025 Q2	$12.6M	Sell	189,158 -444,911	-70%	-$27.5M	0.7%	13
2025 Q1	$38M	Sell	634,069 -248,929	-28%	-$15.9M	2.15%	10
2024 Q4	$57.4M	Buy	882,998 +86,953	+11%	+$5.65M	3.81%	9
2024 Q3	$50.5M	Sell	796,045 -554,052	-41%	-$33.8M	4.06%	10
2024 Q2	$80.3M	Buy	+1,350,097	New	+$76.7M	6.15%	7

Other funds holding PABU

Danmarks Nationalbank Copenhagen O $1.45B AUM

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Cerity Partners OCIO's PABU Position: Q2 2026 in Review

Cerity Partners OCIO reduced its iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) stake by 39% in Q2 2026, selling an estimated $3.9M and leaving 83,041 shares worth $6.33M. The position accounts for 0.32% of the portfolio, ranked #20.

Cerity Partners OCIO first reported a position in PABU in Q2 2024 and has held it in 9 quarters since. The position peaked at $80.3M in Q2 2024. 23 funds tracked by Wall St. Rank hold PABU as of Q2 2026.

Cerity Partners OCIO held 83,041 shares of iShares Paris-Aligned Climate Optimized MSCI USA ETF worth $6.33M as of Q2 2026.
Cerity Partners OCIO sold 52,274 iShares Paris-Aligned Climate Optimized MSCI USA ETF shares in Q2 2026, an estimated $3.9M.
iShares Paris-Aligned Climate Optimized MSCI USA ETF made up 0.32% of Cerity Partners OCIO's portfolio in Q2 2026, its #20 holding.
Cerity Partners OCIO first reported a position in iShares Paris-Aligned Climate Optimized MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Cerity Partners OCIO's iShares Paris-Aligned Climate Optimized MSCI USA ETF position peaked at $80.3M in Q2 2024.
23 funds tracked by Wall St. Rank held iShares Paris-Aligned Climate Optimized MSCI USA ETF as of Q2 2026.

Based on Cerity Partners OCIO's 13F filing for Q2 2026, filed 14 Aug 2026.