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

Mutual 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
2024
Q2 		– Sell
-7,397
Closed -$421K – 1133
2024
Q1 		$421K Buy
+7,397
New +$406K 0.01% 755
2023
Q4 		– Sell
-8,152
Closed -$382K – 1053
2023
Q3 		$382K Buy
+8,152
New +$401K 0.01% 702

Other funds holding PABU

BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mutual Advisors's PABU Position: Q2 2024 in Review

Mutual Advisors sold out of iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) in Q2 2024, closing a stake of 7,397 shares — an estimated $421K sold.

Mutual Advisors first reported a position in PABU in Q3 2023 and held it in 2 quarters. The position peaked at $421K in Q1 2024. 15 funds tracked by Wall St. Rank hold PABU as of Q2 2024.

  • Mutual Advisors reported no remaining iShares Paris-Aligned Climate Optimized MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Mutual Advisors sold 7,397 iShares Paris-Aligned Climate Optimized MSCI USA ETF shares in Q2 2024, an estimated $421K.
  • Mutual Advisors first reported a position in iShares Paris-Aligned Climate Optimized MSCI USA ETF in Q3 2023 and held it in 2 quarters.
  • Mutual Advisors's iShares Paris-Aligned Climate Optimized MSCI USA ETF position peaked at $421K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held iShares Paris-Aligned Climate Optimized MSCI USA ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.