PDS Planning’s iShares Paris-Aligned Climate Optimized MSCI USA ETF PABU Stock Holding History

PDS Planning’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	$438K	Buy	5,746 +12	+0.2%	+$896	0.03%	323
2026 Q1	$380K	Buy	5,734 +480	+9%	+$33.5K	0.03%	329
2025 Q4	$383K	Sell	5,254 -226	-4%	-$16.4K	0.03%	314
2025 Q3	$394K	Buy	5,480 +12	+0.2%	+$829	0.03%	299
2025 Q2	$366K	Sell	5,468 -110	-2%	-$6.81K	0.03%	307
2025 Q1	$334K	Sell	5,578 -122	-2%	-$7.8K	0.03%	296
2024 Q4	$371K	Buy	5,700 +18	+0.3%	+$1.17K	0.03%	238
2024 Q3	$360K	Buy	+5,682	New	+$346K	0.03%	255

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

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 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

PDS Planning's PABU Position: Q2 2026 in Review

PDS Planning increased its iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) stake by 0.21% in Q2 2026, buying an estimated $896 and bringing the position to 5,746 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #323.

PDS Planning first reported a position in PABU in Q3 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold PABU as of Q2 2026.

PDS Planning held 5,746 shares of iShares Paris-Aligned Climate Optimized MSCI USA ETF worth $438K as of Q2 2026.
PDS Planning bought 12 iShares Paris-Aligned Climate Optimized MSCI USA ETF shares in Q2 2026, an estimated $896.
iShares Paris-Aligned Climate Optimized MSCI USA ETF made up 0.03% of PDS Planning's portfolio in Q2 2026, its #323 holding.
PDS Planning first reported a position in iShares Paris-Aligned Climate Optimized MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
23 funds tracked by Wall St. Rank held iShares Paris-Aligned Climate Optimized MSCI USA ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.