Steward Partners Investment Advisory’s iShares Paris-Aligned Climate Optimized MSCI USA ETF PABU Stock Holding History

Steward Partners Investment Advisory’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 Q1	$45.4K	Hold	685	–	–	﹤0.01%	2835
2025 Q4	$49.9K	Hold	685	–	–	﹤0.01%	2669
2025 Q3	$49.2K	Hold	685	–	–	﹤0.01%	2619
2025 Q2	$45.8K	Hold	685	–	–	﹤0.01%	2526
2025 Q1	$41K	Hold	685	–	–	﹤0.01%	2487
2024 Q4	$44.6K	Hold	685	–	–	﹤0.01%	2399
2024 Q3	$43.4K	Hold	685	–	–	﹤0.01%	2299
2024 Q2	$40.8K	Buy	685 +185	+37%	+$10.5K	﹤0.01%	2200
2024 Q1	$28.4K	Buy	+500	New	+$27.4K	﹤0.01%	2365

Other funds holding PABU

Danmarks Nationalbank Copenhagen O $1.45B AUM

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

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return