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Kingswood Wealth Advisors’s iShares Paris-Aligned Climate Optimized MSCI USA ETF PABU Stock Holding History

Kingswood Wealth Advisors’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
2025
Q2 		– Sell
-4,756
Closed -$285K – 779
2025
Q1 		$285K Buy
+4,756
New +$304K 0.03% 566

Other funds holding PABU

BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kingswood Wealth Advisors's PABU Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) in Q2 2025, closing a stake of 4,756 shares — an estimated $285K sold.

Kingswood Wealth Advisors first reported a position in PABU in Q1 2025 and held it in 1 quarter. The position peaked at $285K in Q1 2025. 27 funds tracked by Wall St. Rank hold PABU as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining iShares Paris-Aligned Climate Optimized MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,756 iShares Paris-Aligned Climate Optimized MSCI USA ETF shares in Q2 2025, an estimated $285K.
  • Kingswood Wealth Advisors first reported a position in iShares Paris-Aligned Climate Optimized MSCI USA ETF in Q1 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's iShares Paris-Aligned Climate Optimized MSCI USA ETF position peaked at $285K in Q1 2025.
  • 27 funds tracked by Wall St. Rank held iShares Paris-Aligned Climate Optimized MSCI USA ETF as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.