ACEAX | AB All China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ACEYX | AB All China Equity Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
SNEMX | AB Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABAEX | AB Emerging Markets Multi-Asset A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABCEX | AB Emerging Markets Multi-Asset C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABIEX | AB Emerging Markets Multi-Asset I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABKEX | AB Emerging Markets Multi-Asset K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABREX | AB Emerging Markets Multi-Asset R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABZEX | AB Emerging Markets Multi-Asset Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AREAX | AB Global Real Estate Investment A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARECX | AB Global Real Estate Investment C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AEEIX | AB Global Real Estate Investment I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATEKX | AB Sustainable Global Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATERX | AB Sustainable Global Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
APWKX | AB Sustainable Thematic Bal Port K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
APPRX | AB Sustainable Thematic Bal Port R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
GIGAX | abrdn Emerging Mkts Sust Ldrs A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIGCX | abrdn Emerging Mkts Sust Ldrs C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIGIX | abrdn Emerging Mkts Sust Ldrs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIRRX | abrdn Emerging Mkts Sust Ldrs R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIGSX | abrdn Emerging Mkts SustLdrs InstlSvc | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
JETAX | abrdn Global Equity Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
JETIX | abrdn Global Equity Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
JSTC | Adasina Social Justice All Cp Glbl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
ADKSX | Adirondack Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AKRIX | Akre Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
AKREX | Akre Focus Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
AKRSX | Akre Focus Supra Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
ALEAX | Alger Weatherbie Enduring Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ALECX | Alger Weatherbie Enduring Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ALEIX | Alger Weatherbie Enduring Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ALEYX | Alger Weatherbie Enduring Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ALEZX | Alger Weatherbie Enduring Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
WEMAX | Allspring Emerging Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WFGDX | Allspring Emerging Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WEMCX | Allspring Emerging Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WEMIX | Allspring Emerging Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WEGRX | Allspring Emerging Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
EKWAX | Allspring Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKWDX | Allspring Precious Metals Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKWCX | Allspring Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKWYX | Allspring Precious Metals Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| Allspring U.S. REIT Portfolio | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
INAAX | ALPS/Kotak India ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INFCX | ALPS/Kotak India ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INDIX | ALPS/Kotak India ESG I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INDSX | ALPS/Kotak India ESG II | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INDAX | ALPS/Kotak India ESG Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
AMIDX | Amana Developing World Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
AMDWX | Amana Developing World Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECHX | American Century Emerg Mkts Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECVX | American Century Emerg Mkts Sm Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECMX | American Century Emerg Mkts Sm Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECTX | American Century Emerg Mkts Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEMMX | American Century Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ACECX | American Century Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ACADX | American Century Emerging Markets G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AMKIX | American Century Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TWMIX | American Century Emerging Markets Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEMRX | American Century Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEGMX | American Century Emerging Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEDMX | American Century Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEYMX | American Century Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECSX | American Century Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AGCLX | American Century Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCHX | American Century Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCSX | American Century Global Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCVX | American Century Global Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCWX | American Century Global Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCTX | American Century Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AIVOX | American Century International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AIOCX | American Century International Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
ACIOX | American Century International Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AIOIX | American Century International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AIORX | American Century International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
ANVLX | American Century Non-US Intrs Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANTGX | American Century Non-US Intrs Val G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANVHX | American Century Non-US Intrs Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANVRX | American Century Non-US Intrs Val R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANTUX | American Century Non-US IntrsVal Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
REAIX | American Century Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
REACX | American Century Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AMAHX | American Century Small Cap Dividend A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMALX | American Century Small Cap Dividend G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAFX | American Century Small Cap Dividend I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAEX | American Century Small Cap Dividend Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAJX | American Century Small Cap Dividend R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAKX | American Century Small Cap Dividend R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
ASQAX | American Century Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASQCX | American Century Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASCQX | American Century Small Company I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASQIX | American Century Small Company Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASCRX | American Century Small Company R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASQGX | American Century Small Company R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
BULIX | American Century Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
ARAIX | Ariel Fund Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
ARGFX | Ariel Fund Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
ARKF | ARK Fintech Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
ARKK | ARK Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
ARKW | ARK Next Generation Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
ARHBX | Artisan International Explorer Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
APDSX | Artisan Small Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
APHSX | Artisan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ESAGX | Ashmore Emerging Markets Equity ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
ESCGX | Ashmore Emerging Markets Equity ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
ESIGX | Ashmore Emerging Markets Equity ESG Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGHBX | Baillie Gifford Health Inn Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
BGHDX | Baillie Gifford Health Inn Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
BARIX | Baron Asset Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
BARUX | Baron Asset R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
BARAX | Baron Asset Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
BGRIX | Baron Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGRUX | Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGRFX | Baron Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BLSKX | BlackRock Advantage Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CHILX | BlackRock China A Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CHKLX | BlackRock China A Opportunities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BIDEX | BlackRock Defensive Advantage EM Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BADEX | BlackRock Defensive Advantage EM Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BKDEX | BlackRock Defensive Advantage EM K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BMED | BlackRock Future Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BINAX | BlackRock Infrastructure Sust Opps Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BINKX | BlackRock Infrastructure Sust Opps K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BISIX | BlackRock International Dividend Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
BREAX | BlackRock International Dividend Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
BRECX | BlackRock International Dividend Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
BREKX | BlackRock International Dividend K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
BIBHX | BlackRock International Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
BIBGX | BlackRock International Impact Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
BIKMX | BlackRock International Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
BIREX | BlackRock Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BAREX | BlackRock Real Estate Securities Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BCREX | BlackRock Real Estate Securities Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
MAPCX | BlackRock Sustainable Em Mkts Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MDPCX | BlackRock Sustainable Em Mkts Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MPCKX | BlackRock Sustainable Em Mkts Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MRPCX | BlackRock Sustainable Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
DRLAX | BNY Mellon Global Real Estate Scs - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DGBCX | BNY Mellon Global Real Estate Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DRLIX | BNY Mellon Global Real Estate Scs - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DRLYX | BNY Mellon Global Real Estate Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
BKES | BNY Mellon Sustainable Glbl Em Mkts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
WAMFX | Boston Trust Walden Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
WASMX | Boston Trust Walden SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
GRSIX | Brookfield Global Rnwbls & Sst Infrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BAUAX | Brown Advisory Small-Cap Fdmtl Val Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
BAUUX | Brown Advisory Small-Cap Fdmtl Val Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
BIAUX | Brown Advisory Small-Cap Fdmtl Val Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
BASAX | Brown Advisory Small-Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BAFSX | Brown Advisory Small-Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BIASX | Brown Advisory Small-Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BAFYX | Brown Advisory Sustainable Sml-Cp Cr Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
BCSSX | Brown Capital Mgmt Small Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BCSIX | Brown Capital Mgmt Small Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CEFAX | Calvert Emerging Markets Advancement A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CEFIX | Calvert Emerging Markets Advancement I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMAX | Calvert Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMCX | Calvert Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMIX | Calvert Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMRX | Calvert Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CGRAX | Calvert Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGECX | Calvert Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGEIX | Calvert Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGRRX | Calvert Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
COICX | Calvert International Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
COIIX | Calvert International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
COIRX | Calvert International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
HRSCX | Carillon Eagle Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSCCX | Carillon Eagle Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSIIX | Carillon Eagle Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRRX | Carillon Eagle Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRSX | Carillon Eagle Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRUX | Carillon Eagle Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRYX | Carillon Eagle Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
QUSVX | CCM Small/Mid-Cap Impct Val Fd Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Value |
QSVIX | CCM Small/Mid-Cap Impct Val Fd Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Value |
CBSE | Changebridge Capital Sustainable Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Growth |
RGAVX | ClearBridge Global Infrastructure Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CBGAX | ClearBridge Global Infrastructure Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
RGIVX | ClearBridge Global Infrastructure Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
RGSVX | ClearBridge Global Infrastructure Inc IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
INFR | ClearBridge Sustainable Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
CSEIX | Cohen & Steers Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREFX | Cohen & Steers Real Estate Securities F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSDIX | Cohen & Steers Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CIRRX | Cohen & Steers Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSZIX | Cohen & Steers Real Estate Securities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJAX | Cohen & Steers Realty Shares A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJCX | Cohen & Steers Realty Shares C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJIX | Cohen & Steers Realty Shares I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSRSX | Cohen & Steers Realty Shares L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJRX | Cohen & Steers Realty Shares R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJZX | Cohen & Steers Realty Shares Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CAEAX | Columbia Acorn European A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CLOFX | Columbia Acorn European Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAECX | Columbia Acorn European C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEZX | Columbia Acorn European Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEEX | Columbia Acorn European Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEYX | Columbia Acorn European Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
LAIAX | Columbia Acorn International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CCIRX | Columbia Acorn International Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
LAICX | Columbia Acorn International C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
ACINX | Columbia Acorn International Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CAIRX | Columbia Acorn International Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CCYIX | Columbia Acorn International Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CACRX | Columbia Acorn International R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
LAFAX | Columbia Acorn International Sel A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CILRX | Columbia Acorn International Sel Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
LFFCX | Columbia Acorn International Sel C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
ACFFX | Columbia Acorn International Sel Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CRIRX | Columbia Acorn International Sel Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CSIRX | Columbia Acorn International Sel Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
EEMAX | Columbia Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEMHX | Columbia Emerging Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EEMCX | Columbia Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ECON | Columbia Emerging Markets Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
UMEMX | Columbia Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEKRX | Columbia Emerging Markets Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEKYX | Columbia Emerging Markets Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEMRX | Columbia Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
NGCAX | Columbia Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCHX | Columbia Greater China Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
NGCCX | Columbia Greater China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
LNGZX | Columbia Greater China Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCRX | Columbia Greater China Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
INCO | Columbia India Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
CREAX | Columbia Real Estate Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRERX | Columbia Real Estate Equity Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRECX | Columbia Real Estate Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREEX | Columbia Real Estate Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRRVX | Columbia Real Estate Equity Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREYX | Columbia Real Estate Equity Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRSRX | Columbia Real Estate Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
XLP | Consumer Staples Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
RPFGX | Davis Financial A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
DFFCX | Davis Financial C | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
DVFYX | Davis Financial Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
HDRO | Defiance Next Gen H2 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
IREAX | Delaware Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRECX | Delaware Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRESX | Delaware Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRERX | Delaware Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRENX | Delaware Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IREYX | Delaware Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DGGAX | Delaware International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGGCX | Delaware International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGGIX | Delaware International Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGGRX | Delaware International Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGRRX | Delaware International Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJAX | Delaware Ivy International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJCX | Delaware Ivy International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJIX | Delaware Ivy International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJRX | Delaware Ivy International Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJYX | Delaware Ivy International Small Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IPOAX | Delaware Ivy Systematic Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IPOCX | Delaware Ivy Systematic Em Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IPOIX | Delaware Ivy Systematic Em Mkts Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IYPCX | Delaware Ivy Systematic Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IMEGX | Delaware Ivy Systematic Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IPOYX | Delaware Ivy Systematic Em Mkts Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IRSAX | Delaware Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRSCX | Delaware Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IREIX | Delaware Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRSRX | Delaware Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRSEX | Delaware Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRSYX | Delaware Real Estate Securities Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DSGDX | Delaware Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
DSGEX | Delaware Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
DSGGX | Delaware Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
DSGFX | Delaware Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
DFCIX | Delaware Smid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DEEVX | Delaware Smid Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFDIX | Delaware Smid Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFRIX | Delaware Smid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFZRX | Delaware Smid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFRSX | DFA Asia Pacific Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
DFGEX | DFA Global Real Estate Securities Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFITX | DFA International Real Estate Sec I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFJSX | DFA Japanese Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
DFREX | DFA Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DFGR | Dimensional Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFAR | Dimensional US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
HJEN | Direxion Hydrogen ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
ECOAX | Ecofin Global Renewables Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
ECOIX | Ecofin Global Renewables Infras Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
EBLU | Ecofin Global Water ESG | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
EMCH | Emerge EMPWR Sustainable Em Mrkts Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
EMGEX | Emerging Markets Growth Fund F-3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRGX | Emerging Markets Growth Fund M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REFGX | Emerging Markets Growth Fund R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RITA | ETFB Green SRI REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
BSEA | ETFMG Breakwave Sea Dcrbnztn Tch ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
ETAEX | Eventide Exponential Technologies A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETCEX | Eventide Exponential Technologies C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETIEX | Eventide Exponential Technologies I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETNEX | Eventide Exponential Technologies N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETAGX | Eventide Gilead A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETCGX | Eventide Gilead C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETILX | Eventide Gilead I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETGLX | Eventide Gilead N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETAHX | Eventide Healthcare & Life Sciences A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETCHX | Eventide Healthcare & Life Sciences C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETIHX | Eventide Healthcare & Life Sciences I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETNHX | Eventide Healthcare & Life Sciences N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
TTAI | FCF International Quality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Blend |
FHEQX | Federated Hermes SDG Engagement Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
FHESX | Federated Hermes SDG Engagement Eq IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
FHERX | Federated Hermes SDG Engagement Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
FBTAX | Fidelity Advisor® Biotechnology A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FBTCX | Fidelity Advisor® Biotechnology C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FBTIX | Fidelity Advisor® Biotechnology I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FBTTX | Fidelity Advisor® Biotechnology M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FIJYX | Fidelity Advisor® Biotechnology Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FHKAX | Fidelity Advisor® China Region A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FCHKX | Fidelity Advisor® China Region C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FHKIX | Fidelity Advisor® China Region I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FHKTX | Fidelity Advisor® China Region M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FIQFX | Fidelity Advisor® China Region Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FEDAX | Fidelity Advisor® Emerg Mkts Discv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEDGX | Fidelity Advisor® Emerg Mkts Discv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEDIX | Fidelity Advisor® Emerg Mkts Discv I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEDTX | Fidelity Advisor® Emerg Mkts Discv M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FIQGX | Fidelity Advisor® Emerg Mkts Discv Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEAAX | Fidelity Advisor® Emerging Asia A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
FERCX | Fidelity Advisor® Emerging Asia C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
FERIX | Fidelity Advisor® Emerging Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
FEATX | Fidelity Advisor® Emerging Asia M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
FIQPX | Fidelity Advisor® Emerging Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
FEDMX | Fidelity Advisor® Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEMMX | Fidelity Advisor® Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FECMX | Fidelity Advisor® Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEQMX | Fidelity Advisor® Emerging Markets M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FZEMX | Fidelity Advisor® Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FAFDX | Fidelity Advisor® Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
FAFCX | Fidelity Advisor® Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
FFSIX | Fidelity Advisor® Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
FAFSX | Fidelity Advisor® Financial Services M | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
FIKBX | Fidelity Advisor® Financial Services Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
FAMKX | Fidelity Advisor® Focused Em Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FMCKX | Fidelity Advisor® Focused Em Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FIMKX | Fidelity Advisor® Focused Em Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FTMKX | Fidelity Advisor® Focused Em Mkts M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FZAEX | Fidelity Advisor® Focused Em Mkts Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FWRAX | Fidelity Advisor® Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FWRCX | Fidelity Advisor® Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FWRIX | Fidelity Advisor® Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FWRTX | Fidelity Advisor® Global Real Estate M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FIKKX | Fidelity Advisor® Global Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FGDAX | Fidelity Advisor® Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FGDCX | Fidelity Advisor® Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FGDIX | Fidelity Advisor® Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FGDTX | Fidelity Advisor® Gold M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FIJDX | Fidelity Advisor® Gold Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FACDX | Fidelity Advisor® Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
FHCCX | Fidelity Advisor® Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
FHCIX | Fidelity Advisor® Health Care I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
FACTX | Fidelity Advisor® Health Care M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
FIKCX | Fidelity Advisor® Health Care Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
FOPAX | Fidelity Advisor® Intl Sm Cap Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FOPCX | Fidelity Advisor® Intl Sm Cap Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FOPIX | Fidelity Advisor® Intl Sm Cap Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FOPTX | Fidelity Advisor® Intl Sm Cap Opps M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FIQJX | Fidelity Advisor® Intl Sm Cap Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FIASX | Fidelity Advisor® Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FICSX | Fidelity Advisor® Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FIXIX | Fidelity Advisor® Intl Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FTISX | Fidelity Advisor® Intl Small Cap M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FIQIX | Fidelity Advisor® Intl Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FLFAX | Fidelity Advisor® Latin America A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FLFCX | Fidelity Advisor® Latin America C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FLFIX | Fidelity Advisor® Latin America I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FLFTX | Fidelity Advisor® Latin America M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FIQMX | Fidelity Advisor® Latin America Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FMFAX | Fidelity Advisor® Materials A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FMFCX | Fidelity Advisor® Materials C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FMFEX | Fidelity Advisor® Materials I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FMFTX | Fidelity Advisor® Materials M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FIJFX | Fidelity Advisor® Materials Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FELAX | Fidelity Advisor® Semiconductors A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FELCX | Fidelity Advisor® Semiconductors C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FELIX | Fidelity Advisor® Semiconductors I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FELTX | Fidelity Advisor® Semiconductors M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FIKGX | Fidelity Advisor® Semiconductors Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FTUAX | Fidelity Advisor® Telecommunications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FTUCX | Fidelity Advisor® Telecommunications C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FTUIX | Fidelity Advisor® Telecommunications I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FTUTX | Fidelity Advisor® Telecommunications M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FIJGX | Fidelity Advisor® Telecommunications Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FUGAX | Fidelity Advisor® Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FUGCX | Fidelity Advisor® Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FUGIX | Fidelity Advisor® Utilities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FAUFX | Fidelity Advisor® Utilities M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FIKIX | Fidelity Advisor® Utilities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FEMKX | Fidelity Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FKEMX | Fidelity Emerging Markets K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FHKCX | Fidelity® China Region | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FDHT | Fidelity® Digital Health ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FNTEX | Fidelity® Disruptive Finance | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
FNTNX | Fidelity® Disruptive Finance F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
FNTLX | Fidelity® Disruptive Finance Lylty 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
FNTMX | Fidelity® Disruptive Finance Lylty 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
FMEDX | Fidelity® Disruptive Medicine | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
FRXNX | Fidelity® Disruptive Medicine F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
FRXLX | Fidelity® Disruptive Medicine Lylty 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
FRXMX | Fidelity® Disruptive Medicine Lylty 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
FDRV | Fidelity® Elctrc Vhcls & Ftr Trnsptn ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
FSEAX | Fidelity® Emerging Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
FEDDX | Fidelity® Emerging Markets Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FDEM | Fidelity® Emerging Markets Mltfct ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FNSTX | Fidelity® Infrastructure | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
FISMX | Fidelity® International Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FSCOX | Fidelity® International Small Cap Opp | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FJSCX | Fidelity® Japan Smaller Companies | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
FLATX | Fidelity® Latin America | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FSTA | Fidelity® MSCI Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
FUTY | Fidelity® MSCI Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FPRO | Fidelity® Real Estate Investment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FRESX | Fidelity® Real Estate Investment Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FGKPX | Fidelity® SAI Em Mkts Lw Vol Idx | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEMVX | Fidelity® SAI Emerging Mkts Val Idx | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FISZX | Fidelity® SAI Intl SMA Cmpltn | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
FSRBX | Fidelity® Select Banking | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 6 | X | Financial |
FBIOX | Fidelity® Select Biotechnology | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FSCHX | Fidelity® Select Chemicals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FIDSX | Fidelity® Select Financial Services Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
FSAGX | Fidelity® Select Gold | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FSPHX | Fidelity® Select Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
FSPCX | Fidelity® Select Insurance Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
FSDPX | Fidelity® Select Materials | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FSMEX | Fidelity® Select Medical Tech and Devcs | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FPHAX | Fidelity® Select Pharmaceuticals Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FSELX | Fidelity® Select Semiconductors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FSTCX | Fidelity® Select Telecommunications Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FSUTX | Fidelity® Select Utilities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FIUIX | Fidelity® Telecom and Utilities | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Utilities |
SGGDX | First Eagle Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FEGOX | First Eagle Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FEGIX | First Eagle Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EAURX | First Eagle Gold R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FIURX | First Eagle Gold R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FERUX | First Eagle Gold R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FEURX | First Eagle Gold R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
DTRE | First Trust Alerian Dsrupt Tech RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FPA | First Trust AsiaPac ex-Jpn AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
BICK | First Trust BICK ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FBZ | First Trust Brazil AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FXG | First Trust Cnsmr Staples AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Defensive |
FDNI | First Trust Dow Jones Intl Intnt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FDM | First Trust Dow Jones Sel MicroCap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
ECLN | First Trust EIP Carbon Impact ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Utilities |
FEMS | First Trust Emerg Mkts SC AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FCEF | First Trust Income Opportunity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
FTW | First Trust India NIFTY 50 Equal Wtd ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
FTRI | First Trust Indxx Glbl Natrl Res Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
MDEV | First Trust Indxx Global Mdcl Dvcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FXZ | First Trust Materials AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FTXG | First Trust Nasdaq Food & Beverage ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Defensive |
EKG | First Trust Nasdaq Lux Dgtl Hlth SoluETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FTXL | First Trust Nasdaq Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FCG | First Trust Natural Gas ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
EMLP | First Trust North Amer Engy InfrasETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
FBT | First Trust NYSE Arca Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
AIRR | First Trust RBA Amer Indl RenaisTM ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
FID | First Trust S&P Int Div Aristocrats ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
FRI | First Trust S&P REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FXU | First Trust Utilities AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FBDIX | Franklin Biotechnology Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FTDZX | Franklin Biotechnology Discovery Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FBTDX | Franklin Biotechnology Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FRBRX | Franklin Biotechnology Discovery R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FLAU | Franklin FTSE Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
FLBR | Franklin FTSE Brazil ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FLHK | Franklin FTSE Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FLIN | Franklin FTSE India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
FLSA | Franklin FTSE Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
FLZA | Franklin FTSE South Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
FLTW | Franklin FTSE Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
HELX | Franklin Genomic Advancements ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FKRCX | Franklin Gold and Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FGADX | Franklin Gold and Precious Metals Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FRGOX | Franklin Gold and Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FGPMX | Franklin Gold and Precious Metals R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FINAX | Franklin Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
FKSCX | Franklin Intl Small Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
FCSMX | Franklin Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
FISDX | Franklin Intl Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
FCAPX | Franklin Intl Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
FRMCX | Franklin MicroCap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
FVRMX | Franklin MicroCap Value Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
FMCVX | Franklin MicroCap Value R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
FREEX | Franklin Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FRLAX | Franklin Real Estate Securities Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FRRSX | Franklin Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FSERX | Franklin Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FQEMX | Franklin Templeton SMACS: Series EM | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FKUQX | Franklin Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FKUTX | Franklin Utilities A1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FRUAX | Franklin Utilities Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FRUSX | Franklin Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FRURX | Franklin Utilities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FUFRX | Franklin Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
AQWA | Global X Clean Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
GRNR | Global X Green Building ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
LIT | Global X Lithium & Battery Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
GSAGX | Goldman Sachs China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GSACX | Goldman Sachs China Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GSAIX | Goldman Sachs China Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GSAEX | Goldman Sachs China Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GMEPX | Goldman Sachs China Equity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GSAFX | Goldman Sachs China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GERAX | Goldman Sachs Em Mkts Eq Insghts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GERCX | Goldman Sachs Em Mkts Eq Insghts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GERIX | Goldman Sachs Em Mkts Eq Insghts Intl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GIRPX | Goldman Sachs Em Mkts Eq Insghts Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GAGPX | Goldman Sachs Em Mkts Eq Insghts P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GRRPX | Goldman Sachs Em Mkts Eq Insghts R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GERUX | Goldman Sachs Em Mkts Eq Insghts R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMAX | Goldman Sachs Emerging Markets Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMCX | Goldman Sachs Emerging Markets Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMIX | Goldman Sachs Emerging Markets Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GIRMX | Goldman Sachs Emerging Markets Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GAHPX | Goldman Sachs Emerging Markets Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMUX | Goldman Sachs Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMSX | Goldman Sachs Emerging Markets Eq Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMWX | Goldman Sachs Emerging Mkt Eq ex. Chn R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMJX | Goldman Sachs Emerging Mkt Eq ex. ChnIns | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMOX | Goldman Sachs Emerging Mkt Eq ex. ChnInv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMHX | Goldman Sachs Emerging Mkts Eq ex. Chn A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMLX | Goldman Sachs Emerging Mkts Eq ex. Chn C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMPX | Goldman Sachs Emerging Mkts Eq ex. Chn P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMQX | Goldman Sachs Emerging Mkts Eq ex. Chn R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEBAX | Goldman Sachs ESG Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBCX | Goldman Sachs ESG Em Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBIX | Goldman Sachs ESG Em Mkts Eq Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBNX | Goldman Sachs ESG Em Mkts Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEPPX | Goldman Sachs ESG Em Mkts Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBRX | Goldman Sachs ESG Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBSX | Goldman Sachs ESG Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GREI | Goldman Sachs Ft Rl Estt & Infrs Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
GDOC | Goldman Sachs Future Health Care Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
GGIAX | Goldman Sachs Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GGICX | Goldman Sachs Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GGIDX | Goldman Sachs Global Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GGINX | Goldman Sachs Global Infras Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GGWPX | Goldman Sachs Global Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GGIEX | Goldman Sachs Global Infras R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GGIJX | Goldman Sachs Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GARGX | Goldman Sachs Global Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GARKX | Goldman Sachs Global Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GARSX | Goldman Sachs Global Rl Estt Secs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GARJX | Goldman Sachs Global Rl Estt Secs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GGUPX | Goldman Sachs Global Rl Estt Secs P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GARHX | Goldman Sachs Global Rl Estt Secs R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GARVX | Goldman Sachs Global Rl Estt Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GSIFX | Goldman Sachs International Eq ESG A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GSICX | Goldman Sachs International Eq ESG C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GSIEX | Goldman Sachs International Eq ESG Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GIRNX | Goldman Sachs International Eq ESG Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GTFPX | Goldman Sachs International Eq ESG P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GSIWX | Goldman Sachs International Eq ESG R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GSISX | Goldman Sachs International Eq ESG Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GREAX | Goldman Sachs Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GRECX | Goldman Sachs Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GREIX | Goldman Sachs Real Estate Securities Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GRETX | Goldman Sachs Real Estate Securities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GMJPX | Goldman Sachs Real Estate Securities P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GRERX | Goldman Sachs Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GREUX | Goldman Sachs Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GRESX | Goldman Sachs Real Estate Securities Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
HGHAX | Hartford Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
HGHCX | Hartford Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
HGHFX | Hartford Healthcare F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
HIAHX | Hartford Healthcare HLS IA | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
HBGHX | Hartford Healthcare HLS IB | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
HGHIX | Hartford Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
HGHRX | Hartford Healthcare R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
HGHSX | Hartford Healthcare R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
HGHTX | Hartford Healthcare R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
HGHVX | Hartford Healthcare R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
HGHYX | Hartford Healthcare Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
HSHAX | Hartford Schroders China A A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
HSHCX | Hartford Schroders China A C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
HSHFX | Hartford Schroders China A F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
HSHIX | Hartford Schroders China A I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
HSHRX | Hartford Schroders China A SDR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
HSHYX | Hartford Schroders China A Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
SEMVX | Hartford Schroders Emerging Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HHHCX | Hartford Schroders Emerging Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HHHFX | Hartford Schroders Emerging Mkts Eq F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SEMNX | Hartford Schroders Emerging Mkts Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HHHRX | Hartford Schroders Emerging Mkts Eq R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HHHSX | Hartford Schroders Emerging Mkts Eq R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HHHTX | Hartford Schroders Emerging Mkts Eq R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SEMTX | Hartford Schroders Emerging Mkts Eq SDR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HHHYX | Hartford Schroders Emerging Mkts Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
XLV | Health Care Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
PXGOX | Impax Global Opportunities Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
PAXGX | Impax Global Opportunities Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
PXSAX | Impax Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
PXSIX | Impax Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
PXSCX | Impax Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
PSR | Invesco Active US Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PCEF | Invesco CEF Income Composite ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
CQQQ | Invesco China Technology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ODMAX | Invesco Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ODVCX | Invesco Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ODVNX | Invesco Developing Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DVMFX | Invesco Developing Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ODVIX | Invesco Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ODVYX | Invesco Developing Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PYZ | Invesco DWA Basic Materials Momentum ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
PSL | Invesco DWA Consumer Staples Mom ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Consumer Defensive |
PIE | Invesco DWA Emerging Markets Mom ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PFI | Invesco DWA Financial Momentum ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
PUI | Invesco DWA Utilities Momentum ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
PBE | Invesco Dynamic Biotech & Genome ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
PKB | Invesco Dynamic Building & Const ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
PBJ | Invesco Dynamic Food & Beverage ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Defensive |
PXJ | Invesco Dynamic Oil & Gas Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
PSI | Invesco Dynamic Semiconductors ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
PSJ | Invesco Dynamic Software ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
IEMAX | Invesco Emerging Markets Select Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IEMCX | Invesco Emerging Markets Select Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IEMRX | Invesco Emerging Markets Select Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IEMYX | Invesco Emerging Markets Select Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IEMIX | Invesco Emerging Markets Select EquityR5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMEFX | Invesco Emerging Markets Select EquityR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMIAX | Invesco Emerging Mkts Innovators A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMVCX | Invesco Emerging Mkts Innovators C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMIRX | Invesco Emerging Mkts Innovators R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMIMX | Invesco Emerging Mkts Innovators R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMVIX | Invesco Emerging Mkts Innovators R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMIYX | Invesco Emerging Mkts Innovators Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ASIAX | Invesco EQV Asia Pacific Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
ASICX | Invesco EQV Asia Pacific Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
ASISX | Invesco EQV Asia Pacific Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
ASIYX | Invesco EQV Asia Pacific Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
GTDDX | Invesco EQV Emerging Markets All Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GTDCX | Invesco EQV Emerging Markets All Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GTDIX | Invesco EQV Emerging Markets All Cap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GTDFX | Invesco EQV Emerging Markets All Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GTDYX | Invesco EQV Emerging Markets All Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ESMAX | Invesco EQV Euro Small Company A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
ESMCX | Invesco EQV Euro Small Company C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
ESMSX | Invesco EQV Euro Small Company R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
ESMYX | Invesco EQV Euro Small Company Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
GIZAX | Invesco Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GIZCX | Invesco Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GIZRX | Invesco Global Infrastructure R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GIZFX | Invesco Global Infrastructure R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GIZSX | Invesco Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GIZYX | Invesco Global Infrastructure Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
OPGIX | Invesco Global Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
OGICX | Invesco Global Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
OGINX | Invesco Global Opportunities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
GOFFX | Invesco Global Opportunities R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
OGIIX | Invesco Global Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
OGIYX | Invesco Global Opportunities Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
AGREX | Invesco Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CGREX | Invesco Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ASRAX | Invesco Global Real Estate Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ASRCX | Invesco Global Real Estate Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ASRIX | Invesco Global Real Estate Income R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ASRFX | Invesco Global Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ASRYX | Invesco Global Real Estate Income Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RGREX | Invesco Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IGREX | Invesco Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FGREX | Invesco Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARGYX | Invesco Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PIO | Invesco Global Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
OPGSX | Invesco Gold & Special Minerals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
OGMCX | Invesco Gold & Special Minerals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
OGMNX | Invesco Gold & Special Minerals R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
IOGYX | Invesco Gold & Special Minerals R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
OGMIX | Invesco Gold & Special Minerals R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
OGMYX | Invesco Gold & Special Minerals Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
PGJ | Invesco Golden Dragon China ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
AACFX | Invesco Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CACFX | Invesco Greater China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
IGCRX | Invesco Greater China R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
IACFX | Invesco Greater China R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CACSX | Invesco Greater China R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
AMCYX | Invesco Greater China Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
PIN | Invesco India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
IPKW | Invesco Intl BuyBack Achievâ„¢ ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
KBWD | Invesco KBW High Dividend Yld Fincl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
KBWY | Invesco KBW Premium Yield Eq REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
KBWP | Invesco KBW Property & Casualty Ins ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
CUT | Invesco MSCI Global Timber ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
GBLD | Invesco MSCI Green Building ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
IBBQ | Invesco Nasdaq Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
SOXQ | Invesco PHLX Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
IVRA | Invesco Real Assets ESG ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Real Estate |
IARAX | Invesco Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IARCX | Invesco Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
REINX | Invesco Real Estate Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IARRX | Invesco Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IARIX | Invesco Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IARFX | Invesco Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IARYX | Invesco Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RHS | Invesco S&P 500® Eql Wt Cnsm Stapl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
RTM | Invesco S&P 500® Equal Weight Matrls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
RYU | Invesco S&P 500® Equal Weight Utilts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
RYH | Invesco S&P 500® Equal Wt Hlth Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
EWRE | Invesco S&P 500® Equal Wt Real Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
EELV | Invesco S&P Emerging Markets Low Vol ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EEMO | Invesco S&P Emerging Markets Mom ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CGW | Invesco S&P Global Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
RZG | Invesco S&P SmallCap 600® Pure Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
PSCD | Invesco S&P SmallCap Cnsmr Discret ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
PSCC | Invesco S&P SmallCap Consumer Stapl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Defensive |
PSCE | Invesco S&P SmallCap Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
PSCH | Invesco S&P SmallCap Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
XSHD | Invesco S&P SmallCap Hi Div Low Vol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
XSMO | Invesco S&P SmallCap Momentum ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
PSCU | Invesco S&P SmallCap Ult & Comnc Svc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
CSD | Invesco S&P Spin-Off ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
MLPAX | Invesco SteelPath MLP Alpha A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLPGX | Invesco SteelPath MLP Alpha C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLPLX | Invesco SteelPath MLP Alpha Plus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLPMX | Invesco SteelPath MLP Alpha Plus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
SPMJX | Invesco SteelPath MLP Alpha Plus R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
SPMPX | Invesco SteelPath MLP Alpha Plus R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
OSPPX | Invesco SteelPath MLP Alpha Plus R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLPNX | Invesco SteelPath MLP Alpha Plus Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
SPMGX | Invesco SteelPath MLP Alpha R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
SPMHX | Invesco SteelPath MLP Alpha R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
OSPAX | Invesco SteelPath MLP Alpha R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLPOX | Invesco SteelPath MLP Alpha Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLPDX | Invesco SteelPath MLP Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLPRX | Invesco SteelPath MLP Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
SPNNX | Invesco SteelPath MLP Income R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
SPMQX | Invesco SteelPath MLP Income R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
OSPMX | Invesco SteelPath MLP Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLPZX | Invesco SteelPath MLP Income Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
PHO | Invesco Water Resources ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
AIA | iShares Asia 50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
DVYA | iShares Asia/Pacific Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
IBB | iShares Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FXI | iShares China Large-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ICF | iShares Cohen & Steers REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
USRT | iShares Core US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DVYE | iShares Emerging Markets Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMIF | iShares Emerging Markets Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EFRA | iShares Environmental Infras & IndstrETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
EMXF | iShares ESG Advanced MSCI EM ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
IDAT | iShares Future Cloud 5G and Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
IDNA | iShares Genomics Immnlgy & Hlthcr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
KXI | iShares Global Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
IXJ | iShares Global Healthcare ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
IGF | iShares Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
REET | iShares Global REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
WOOD | iShares Global Timber & Forestry ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
JXI | iShares Global Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
INDY | iShares India 50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
REM | iShares Mortgage Real Estate Capped ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
EWA | iShares MSCI Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWO | iShares MSCI Austria ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWK | iShares MSCI Belgium ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWZ | iShares MSCI Brazil ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
EWZS | iShares MSCI Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
ECH | iShares MSCI Chile ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
ECNS | iShares MSCI China Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
EDEN | iShares MSCI Denmark ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EEMV | iShares MSCI Emerg Mkts Min Vol Fctr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EFNL | iShares MSCI Finland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
FM | iShares MSCI Frontier and Select EM ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EWGS | iShares MSCI Germany Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
RING | iShares MSCI Global Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
PICK | iShares MSCI Global Mtls&Mng Prdcrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
SLVP | iShares MSCI Global Silver&Mtls Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EWH | iShares MSCI Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
INDA | iShares MSCI India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
SMIN | iShares MSCI India Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
EIDO | iShares MSCI Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EIRL | iShares MSCI Ireland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWM | iShares MSCI Malaysia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWN | iShares MSCI Netherlands ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
ENZL | iShares MSCI New Zealand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
ENOR | iShares MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EPP | iShares MSCI Pacific ex Japan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
EPU | iShares MSCI Peru ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EPHE | iShares MSCI Philippines ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
QAT | iShares MSCI Qatar ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
KSA | iShares MSCI Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWS | iShares MSCI Singapore ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EZA | iShares MSCI South Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWT | iShares MSCI Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
THD | iShares MSCI Thailand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
TUR | iShares MSCI Turkey ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
UAE | iShares MSCI UAE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
IWTR | iShares MSCI Water Mgmt Mltsctr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
IBRN | iShares Neuroscience and Healthcare ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
REZ | iShares Residential & Multisector RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SOXX | iShares Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
IYM | iShares US Basic Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
IAI | iShares US Broker-Dealers&Secs Exchs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
IYK | iShares US Consumer Staples ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Defensive |
ITB | iShares US Home Construction ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
IAK | iShares US Insurance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
IHI | iShares US Medical Devices ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
IEZ | iShares US Oil Equipment & Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
IYR | iShares US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IDU | iShares US Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
KWT | iShares® MSCI Kuwait ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
JAQAX | Janus Henderson Asia Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
JAQCX | Janus Henderson Asia Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
JAQDX | Janus Henderson Asia Equity D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
JAQIX | Janus Henderson Asia Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
JAQNX | Janus Henderson Asia Equity N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
JAQSX | Janus Henderson Asia Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
JAQTX | Janus Henderson Asia Equity T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
HEMAX | Janus Henderson Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HEMCX | Janus Henderson Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HEMDX | Janus Henderson Emerging Markets D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HEMIX | Janus Henderson Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HEMRX | Janus Henderson Emerging Markets N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HEMSX | Janus Henderson Emerging Markets S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HEMTX | Janus Henderson Emerging Markets T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JFNAX | Janus Henderson Global Life Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
JFNCX | Janus Henderson Global Life Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
JNGLX | Janus Henderson Global Life Sciences D | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
JFNIX | Janus Henderson Global Life Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
JFNNX | Janus Henderson Global Life Sciences N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
JFNSX | Janus Henderson Global Life Sciences S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
JAGLX | Janus Henderson Global Life Sciences T | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
JERAX | Janus Henderson Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
JERCX | Janus Henderson Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
JNGSX | Janus Henderson Global Real Estate D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
JERIX | Janus Henderson Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
JERNX | Janus Henderson Global Real Estate N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
JERSX | Janus Henderson Global Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
JERTX | Janus Henderson Global Real Estate T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
JEASX | Janus Henderson Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JECTX | Janus Henderson Global Sust Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JEDTX | Janus Henderson Global Sust Eq D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JEUIX | Janus Henderson Global Sust Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JETNX | Janus Henderson Global Sust Eq N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JEGRX | Janus Henderson Global Sust Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JESSX | Janus Henderson Global Sust Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JETTX | Janus Henderson Global Sust Eq T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JDSAX | Janus Henderson Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
JCSCX | Janus Henderson Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
JNPSX | Janus Henderson Small Cap Value D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
JSCOX | Janus Henderson Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
JSIVX | Janus Henderson Small Cap Value L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
JDSNX | Janus Henderson Small Cap Value N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
JDSRX | Janus Henderson Small Cap Value R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
JISCX | Janus Henderson Small Cap Value S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
JSCVX | Janus Henderson Small Cap Value T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
JSMD | Janus Henderson Small/Md Cp Gr Alpha ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
JRE | Janus Henderson US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SSPX | Janus Henderson US Sustainable Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Large Growth |
JHISX | Janus Henderson VIT Global Sust Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| Janus Henderson VIT Global Sust Eq Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JEMQX | JHancock Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JEMZX | JHancock Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JEMMX | JHancock Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JHancock Emerging Markets Equity NAV | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JEMKX | JHancock Emerging Markets Equity R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JEMNX | JHancock Emerging Markets Equity R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JEMGX | JHancock Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JEEBX | JHancock Infrastructure A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
JEEFX | JHancock Infrastructure C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
JEEIX | JHancock Infrastructure I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JHancock Infrastructure NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
JEEDX | JHancock Infrastructure R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
JIREX | JHancock Real Estate Securities 1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
JYEBX | JHancock Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
JABFX | JHancock Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
JABGX | JHancock Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
JABIX | JHancock Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| JNL/AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| JNL/First Sentier Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| JNL/First Sentier Global Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| JNL/Heitman US Focused Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Heitman US Focused Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Consumers Staples Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| JNL/Mellon Consumers Staples Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| JNL/Mellon Real Estate Sect A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Real Estate Sect I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Utilities Sector A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JNL/Mellon Utilities Sector I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| JNL/WCM China Quality Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| JNL/WCM China Quality Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| JNL/WMC Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JNL/WMC Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
BBAX | JPMorgan BetaBuilders Dev APAC ex-JpnETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
BBRE | JPMorgan BetaBuilders MSCI US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
JFAMX | JPMorgan Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JEMCX | JPMorgan Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JEMSX | JPMorgan Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JMIEX | JPMorgan Emerging Markets Equity L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JHUJX | JPMorgan Emerging Markets Equity R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JHURX | JPMorgan Emerging Markets Equity R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JHUKX | JPMorgan Emerging Markets Equity R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JEMOX | JPMorgan Emerging Markets Equity R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JEMWX | JPMorgan Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VEUAX | JPMorgan Europe Dynamic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 4 | X | Europe Stock |
VEUCX | JPMorgan Europe Dynamic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 4 | X | Europe Stock |
JFESX | JPMorgan Europe Dynamic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 4 | X | Europe Stock |
JFEIX | JPMorgan Europe Dynamic L | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 4 | X | Europe Stock |
VEUVX | JPMorgan Europe Dynamic R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 4 | X | Europe Stock |
JPRE | JPMorgan Realty Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PECAX | JPMorgan SMID Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Mid-Cap Blend |
ODMCX | JPMorgan SMID Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Mid-Cap Blend |
WOOPX | JPMorgan SMID Cap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Mid-Cap Blend |
WOOOX | JPMorgan SMID Cap Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Mid-Cap Blend |
WOOQX | JPMorgan SMID Cap Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Mid-Cap Blend |
WOOSX | JPMorgan SMID Cap Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Mid-Cap Blend |
KARIX | Kayne Anderson Renewable Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
KARRX | Kayne Anderson Renewable Infras Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
LZEMX | Lazard Emerging Markets Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
LZOEX | Lazard Emerging Markets Equity Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RLEMX | Lazard Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
XLB | Materials Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
MACSX | Matthews Asian Growth & Inc Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
MICSX | Matthews Asian Growth & Income Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
MISFX | Matthews Emerging Markets Sust Fut Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Pacific/Asia ex-Japan Stk |
MASGX | Matthews Emerging Markets Sust Fut Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Pacific/Asia ex-Japan Stk |
MSGAX | Meridian Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
MSGCX | Meridian Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
MSGRX | Meridian Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
MISGX | Meridian Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
MSGGX | Meridian Small Cap Growth Legacy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
MGLAX | MFS Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MGLDX | MFS Global Real Estate B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MGLCX | MFS Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MGLIX | MFS Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MGLJX | MFS Global Real Estate R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MGLKX | MFS Global Real Estate R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MGLLX | MFS Global Real Estate R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MGLMX | MFS Global Real Estate R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MGLRX | MFS Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MNDAX | MFS New Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Small Growth |
MNDBX | MFS New Discovery B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Small Growth |
MNDCX | MFS New Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Small Growth |
MNDIX | MFS New Discovery I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Small Growth |
MNDGX | MFS New Discovery R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Small Growth |
MNDRX | MFS New Discovery R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Small Growth |
MNDHX | MFS New Discovery R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Small Growth |
MNDJX | MFS New Discovery R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Small Growth |
MNDKX | MFS New Discovery R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Small Growth |
MMUFX | MFS Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
MMUBX | MFS Utilities B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
MMUCX | MFS Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
MMUIX | MFS Utilities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
MMUGX | MFS Utilities R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
MURRX | MFS Utilities R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
MMUHX | MFS Utilities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
MMUJX | MFS Utilities R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
MMUKX | MFS Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
ESGMX | Mirova Global Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ESGCX | Mirova Global Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ESGNX | Mirova Global Sustainable Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ESGYX | Mirova Global Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
MRVAX | Mirova International Sustainable Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Blend |
MRVNX | Mirova International Sustainable Eq N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Blend |
MRVYX | Mirova International Sustainable Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Blend |
MSDQX | Morgan Stanley Sustainable Emer Mkt A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MSDOX | Morgan Stanley Sustainable Emer Mkt C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MSDUX | Morgan Stanley Sustainable Emer Mkt I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MSDMX | Morgan Stanley Sustainable Emer Mkt R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
NEMAX | Neuberger Berman Emerg Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
NEMCX | Neuberger Berman Emerg Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
NEMIX | Neuberger Berman Emerg Mkts Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
NEMRX | Neuberger Berman Emerg Mkts Eq R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
NREMX | Neuberger Berman Emerg Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
NBGAX | Neuberger Berman Genesis Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
NRGEX | Neuberger Berman Genesis E | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
NBGIX | Neuberger Berman Genesis Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
NBGNX | Neuberger Berman Genesis Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
NRGSX | Neuberger Berman Genesis R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
NBGEX | Neuberger Berman Genesis Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
NCEAX | Neuberger Berman Greater China Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
NCECX | Neuberger Berman Greater China Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
NCEIX | Neuberger Berman Greater China Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
NREAX | Neuberger Berman Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
NRECX | Neuberger Berman Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
NREEX | Neuberger Berman Real Estate E | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
NBRIX | Neuberger Berman Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
NRERX | Neuberger Berman Real Estate R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
NRREX | Neuberger Berman Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
NBRFX | Neuberger Berman Real Estate Tr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ZGEIX | Ninety One Global Environment I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
NMMGX | Northern Multi-Manager Glbl Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
NMFIX | Northern Multi-Mgr Glbl Listed Infra | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
NUEM | Nuveen ESG Emerging Markets Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FGIAX | Nuveen Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
FGNCX | Nuveen Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
FGIYX | Nuveen Global Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
FGIWX | Nuveen Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
NGJAX | Nuveen Global Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
NGJCX | Nuveen Global Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
NGJIX | Nuveen Global Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
NGJFX | Nuveen Global Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FREAX | Nuveen Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FRLCX | Nuveen Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FARCX | Nuveen Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FREGX | Nuveen Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
NURE | Nuveen Short-Term REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FRMPX | Nuveen Small Cap Growth Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
FIMPX | Nuveen Small Cap Growth Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
FMPFX | Nuveen Small Cap Growth Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
NSCAX | Nuveen Small-Cap Value Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
NSCCX | Nuveen Small-Cap Value Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
NSCRX | Nuveen Small-Cap Value Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
NSCFX | Nuveen Small-Cap Value Opps R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
NWQFX | Nuveen Small/Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
NSMAX | Nuveen Small/Mid-Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
NSMCX | Nuveen Small/Mid-Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
NSMRX | Nuveen Small/Mid-Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
PFPRX | Parnassus Mid Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
PARNX | Parnassus Mid Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
QUSIX | Pear Tree Polaris Fgn Val Sm Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
QUSOX | Pear Tree Polaris Fgn Val Sm Cap Ord | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
QUSRX | Pear Tree Polaris Fgn Val Sm Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
PEMCX | Principal Edge MidCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
PEDGX | Principal Edge MidCap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
PEDMX | Principal Edge MidCap R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
PRIAX | Principal Glb Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PIEIX | Principal Glb Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PIEJX | Principal Glb Emerging Markets J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PIIMX | Principal Glb Emerging Markets R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PIXEX | Principal Glb Emerging Markets R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEAPX | Principal Glb Emerging Markets R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PESSX | Principal Glb Emerging Markets R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEPSX | Principal Glb Emerging Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
POSAX | Principal Global Real Estate Sec A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
POSIX | Principal Global Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PGRKX | Principal Global Real Estate Sec R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PGRVX | Principal Global Real Estate Sec R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PGRUX | Principal Global Real Estate Sec R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PGRSX | Principal Global Real Estate Sec R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PGSLX | Principal Global Sus Lstd Inf Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
PEMGX | Principal MidCap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PMBCX | Principal MidCap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PCBIX | Principal MidCap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PMBJX | Principal MidCap J | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PMAQX | Principal MidCap R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PMSBX | Principal MidCap R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PMBMX | Principal MidCap R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PMBSX | Principal MidCap R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PMBPX | Principal MidCap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
POEYX | Principal Origin Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
POEIX | Principal Origin Emerging Markets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
POEFX | Principal Origin Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BYRE | Principal Real Estate Active Opp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PRRAX | Principal Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PRCEX | Principal Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PFRSX | Principal Real Estate Securities Fd R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PIREX | Principal Real Estate Securities Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PREJX | Principal Real Estate Securities J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PRAEX | Principal Real Estate Securities R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PRERX | Principal Real Estate Securities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PRETX | Principal Real Estate Securities R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PREPX | Principal Real Estate Securities R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PLLAX | Principal SmallCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSMCX | Principal SmallCap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSLIX | Principal SmallCap Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSBJX | Principal SmallCap J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSMLX | Principal SmallCap R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSABX | Principal SmallCap R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSBMX | Principal SmallCap R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSBSX | Principal SmallCap R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PSBPX | Principal SmallCap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PBDC | Putnam BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
PEMMX | Putnam Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEMBX | Putnam Emerging Markets Equity B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEMZX | Putnam Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEMLX | Putnam Emerging Markets Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEMQX | Putnam Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEMYX | Putnam Emerging Markets Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PHSTX | Putnam Global Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PHSBX | Putnam Global Health Care B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PCHSX | Putnam Global Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PHSRX | Putnam Global Health Care R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PGHAX | Putnam Global Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PHSYX | Putnam Global Health Care Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PNVAX | Putnam International Capital Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
PVNBX | Putnam International Capital Opp B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
PUVCX | Putnam International Capital Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
PICRX | Putnam International Capital Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
PICOX | Putnam International Capital Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
PIVYX | Putnam International Capital Opp Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
QCGDX | Quantified Common Ground Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
RCEAX | RBC China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
RBCIX | RBC China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
RBCRX | RBC China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
REEAX | RBC Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REEIX | RBC Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RREMX | RBC Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RECAX | RBC Emerging Markets Ex-China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RECIX | RBC Emerging Markets Ex-China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RECRX | RBC Emerging Markets Ex-China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REVAX | RBC Emerging Markets Value Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REMVX | RBC Emerging Markets Value Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RMVRX | RBC Emerging Markets Value Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TETAX | RBC Enterprise A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
TETIX | RBC Enterprise I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
RIOAX | RBC International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
RIOIX | RBC International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
RIORX | RBC International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
RISSX | RBC International Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
RISIX | RBC International Small Cap Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
RISRX | RBC International Small Cap Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
TMCAX | RBC SMID Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
TMCIX | RBC SMID Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
RSMRX | RBC SMID Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
XLRE | Real Estate Select Sector SPDR® | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
REGIX | Regnan Global Equity Impact Sol Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Small/Mid Stock |
SWASX | Schwab Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
SWHFX | Schwab Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SCHH | Schwab US REIT ETFâ„¢ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SETAX | SEI Real Estate F (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SEIRX | SEI Real Estate I (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SREYX | SEI Real Estate Y (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RWO | SPDR® Dow Jones Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RWX | SPDR® Dow Jones International RelEst ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RWR | SPDR® Dow Jones REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
XBI | SPDR® S&P Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
KCE | SPDR® S&P Capital Markets ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
GII | SPDR® S&P Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
XHE | SPDR® S&P Health Care Equipment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
XHB | SPDR® S&P Homebuilders ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
KIE | SPDR® S&P Insurance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
DWX | SPDR® S&P International Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
XME | SPDR® S&P Metals and Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
XES | SPDR® S&P Oil & Gas Equipment&Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
TRAMX | T. Rowe Price Africa & Middle East | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
PRAMX | T. Rowe Price Africa & Middle East I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
TRZMX | T. Rowe Price Africa & Middle East Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
TRAOX | T. Rowe Price Asia Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
PAAOX | T. Rowe Price Asia Opportunities Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
TRASX | T. Rowe Price Asia Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
TCELX | T. Rowe Price China Evolution Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TRCLX | T. Rowe Price China Evolution Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TREMX | T. Rowe Price Emerging Europe | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
TTEEX | T. Rowe Price Emerging Europe I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
TRZEX | T. Rowe Price Emerging Europe Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
PRMSX | T. Rowe Price Emerging Markets Stock | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PRZIX | T. Rowe Price Emerging Markets Stock I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TRGZX | T. Rowe Price Emerging Markets Stock Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TRGRX | T. Rowe Price Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PAGEX | T. Rowe Price Global Real Estate Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
TIRGX | T. Rowe Price Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PRHSX | T. Rowe Price Health Sciences | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
THISX | T. Rowe Price Health Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
IEMFX | T. Rowe Price Instl Emerging Mkts Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PRIDX | T. Rowe Price International Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TIDDX | T. Rowe Price International Discovery I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TRZKX | T. Rowe Price International Discovery Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
PRLAX | T. Rowe Price Latin America | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
RLAIX | T. Rowe Price Latin America I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
TRZYX | T. Rowe Price Latin America Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
PRASX | T. Rowe Price New Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
PNSIX | T. Rowe Price New Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
TRZNX | T. Rowe Price New Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
TRREX | T. Rowe Price Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PAREX | T. Rowe Price Real Estate Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TIRRX | T. Rowe Price Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TGUSX | TCW New America Premier Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | V | Large Growth |
TGUNX | TCW New America Premier Equities N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | V | Large Growth |
TCWAX | Templeton China World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TACWX | Templeton China World Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TCWCX | Templeton China World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FCWRX | Templeton China World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TEDMX | Templeton Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TDADX | Templeton Developing Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TDMTX | Templeton Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TDMRX | Templeton Developing Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FDEVX | Templeton Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMMX | Templeton Emerging Markets Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMZX | Templeton Emerging Markets Small Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TCEMX | Templeton Emerging Markets Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FTESX | Templeton Emerging Markets Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FTEQX | Templeton Emerging Markets Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMHX | TIAA-CREF Emerging Markets Eq Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMLX | TIAA-CREF Emerging Markets Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMPX | TIAA-CREF Emerging Markets Eq Prem | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMRX | TIAA-CREF Emerging Markets Eq Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMSX | TIAA-CREF Emerging Markets Eq Retiremt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMVX | TIAA-CREF Emerging Markets Eq W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TIOHX | TIAA-CREF International Opps Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOIX | TIAA-CREF International Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOPX | TIAA-CREF International Opps Prem | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOTX | TIAA-CREF International Opps Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOSX | TIAA-CREF International Opps Retl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOVX | TIAA-CREF International Opps W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIRHX | TIAA-CREF Real Estate Sec Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TIREX | TIAA-CREF Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TRRPX | TIAA-CREF Real Estate Sec Premier | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TCREX | TIAA-CREF Real Estate Sec Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TRRSX | TIAA-CREF Real Estate Sec Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
USEMX | USAA Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
UAEMX | USAA Emerging Markets Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
UIEMX | USAA Emerging Markets Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
USAGX | USAA Precious Metals and Minerals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
UPMMX | USAA Precious Metals and Minerals ClassA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
UIPMX | USAA Precious Metals and Minerals Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
XLU | Utilities Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
AFK | VanEck Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
BIZD | VanEck BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
BBH | VanEck Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
BRF | VanEck Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
GLCN | VanEck China Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CNXT | VanEck ChiNext ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
DGIN | VanEck Digital India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
EGPT | VanEck Egypt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
GBFAX | VanEck Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRCX | VanEck Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRIX | VanEck Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMAX | VanEck Emerging Markets Leaders A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMIX | VanEck Emerging Markets Leaders I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMYX | VanEck Emerging Markets Leaders Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMZX | VanEck Emerging Markets Leaders Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRYX | VanEck Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRZX | VanEck Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EINC | VanEck Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
BJK | VanEck Gaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
GDX | VanEck Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
GMET | VanEck Green Metals ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
GLIN | VanEck India Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
IDX | VanEck Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
INIVX | VanEck International Investors Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
IIGCX | VanEck International Investors Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
INIIX | VanEck International Investors Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
INIYX | VanEck International Investors Gold Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
GDXJ | VanEck Junior Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
MORT | VanEck Mortgage REIT Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
OIH | VanEck Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
REMX | VanEck Rare Earth/Strat Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
SMH | VanEck Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
SLX | VanEck Steel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
NLR | VanEck Uranium+Nuclear Engy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
ESPO | VanEck Vdo Gaming and eSprts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
VNM | VanEck Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
VDC | Vanguard Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
VCSAX | Vanguard Consumer Staples Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
VINEX | Vanguard International Explorer Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Small/Mid Growth |
VPU | Vanguard Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
VUIAX | Vanguard Utilities Index Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
VBPIX | VanguardBaillieGiffordGlbPstvImpStkInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
EATV | VegTech Plant-based Innovt & Clmt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Consumer Defensive |
VGSRX | Vert Global Sustainable Real Estate Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
RSNRX | Victory Global Energy Transition A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RGNCX | Victory Global Energy Transition C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RSNKX | Victory Global Energy Transition R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RSNYX | Victory Global Energy Transition Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
MMEAX | Victory Integrity Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMECX | Victory Integrity Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMMMX | Victory Integrity Discovery Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMERX | Victory Integrity Discovery R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMEYX | Victory Integrity Discovery Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
GBEMX | Victory Sophus Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REMGX | Victory Sophus Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REMKX | Victory Sophus Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RSERX | Victory Sophus Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RSENX | Victory Sophus Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
THBVX | Victory THB US Small Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
THBIX | Victory THB US Small Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
UEVM | VictoryShares Emerging Mkts Val MomtETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CSB | VictoryShares US SmCp Hi Div Vol Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
AWTAX | Virtus Duff & Phelps Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
AWTCX | Virtus Duff & Phelps Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
AWTIX | Virtus Duff & Phelps Water Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
AWTPX | Virtus Duff & Phelps Water P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
PSGAX | Virtus KAR Small-Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
PSGCX | Virtus KAR Small-Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
PXSGX | Virtus KAR Small-Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
VRSGX | Virtus KAR Small-Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
SCIIX | Virtus SGA International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
STITX | Virtus SGA International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
SCIZX | Virtus SGA International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
IBSAX | VY® Baron Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IBGIX | VY® Baron Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
VYRBX | VY® Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IBSSX | VY® Baron Growth S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IBCGX | VY® Baron Growth S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
ICRNX | VY® CBRE Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRGIX | VY® CBRE Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRGTX | VY® CBRE Global Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRGSX | VY® CBRE Global Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ICRPX | VY® CBRE Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IVRIX | VY® CBRE Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IVRSX | VY® CBRE Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IVRTX | VY® CBRE Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IJEAX | VY® JPMorgan Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IJEMX | VY® JPMorgan Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IJPIX | VY® JPMorgan Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IJPTX | VY® JPMorgan Emerging Markets Equity S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IGFAX | VY® Morgan Stanley Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
VPRDX | VY® Morgan Stanley Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
IVGTX | VY® Morgan Stanley Global Franchise S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
IGFSX | VY® Morgan Stanley Global Franchise S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
WCMDX | WCM Developing World Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
WCMUX | WCM Developing World Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
WDNA | WisdomTree BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
WCBR | WisdomTree Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
GDMN | WisdomTree Efcnt Gld Pls Gld Ms Stgy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Commodities Focused |
DEM | WisdomTree Emerging Markets High Div ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMMF | WisdomTree Emerging Markets Mltfctr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DGRE | WisdomTree Emerging Mkts Qual Div Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EPI | WisdomTree India Earnings ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
IXSE | WisdomTree India ex-State-Owned Entrprs | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
DXJS | WisdomTree Japan Hedged SmallCap Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
DFJ | WisdomTree Japan SmallCap Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
QUASX | AB Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
QUAYX | AB Small Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
QUACX | AB Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
QUAIX | AB Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
QUAKX | AB Small Cap Growth K | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
QUARX | AB Small Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
QUAZX | AB Small Cap Growth Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
EGWDX | Allspring Discovery Small Cap Gr Adm | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EGWCX | Allspring Discovery Small Cap Gr C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EGWAX | Allspring Discovery Small Cap Gr Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EGRYX | Allspring Discovery Small Cap Gr Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EGWRX | Allspring Discovery Small Cap Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
WFSMX | Allspring Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
WFSDX | Allspring Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
WSCDX | Allspring Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
WFSSX | Allspring Small Cap Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
WFSJX | Allspring Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
WFSAX | Allspring Small Company Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
NVSCX | Allspring Small Company Growth Admin | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WSMCX | Allspring Small Company Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WSCGX | Allspring Small Company Growth Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WSCRX | Allspring Small Company Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
AFCLX | American Century Focused Intl Gr A | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCHX | American Century Focused Intl Gr C | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCGX | American Century Focused Intl Gr G | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCSX | American Century Focused Intl Gr I | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCNX | American Century Focused Intl Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCWX | American Century Focused Intl Gr R | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCMX | American Century Focused Intl Gr R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
ACLAX | American Century Mid Cap Value A | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
ACCLX | American Century Mid Cap Value C | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
ACIPX | American Century Mid Cap Value G | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
AVUAX | American Century Mid Cap Value I | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
ACMVX | American Century Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
AMVRX | American Century Mid Cap Value R | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
AMVGX | American Century Mid Cap Value R5 | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
AMDVX | American Century Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
AMVYX | American Century Mid Cap Value Y | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
ANOAX | American Century Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANOCX | American Century Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANOHX | American Century Small Cap Growth G | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANONX | American Century Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANOIX | American Century Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANORX | American Century Small Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANOGX | American Century Small Cap Growth R5 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANODX | American Century Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANOYX | American Century Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
FWDDX | American Funds Dvlpg Wld Gr&Inc 529-F-2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
FWDGX | American Funds Dvlpg Wld Gr&Inc 529-F-3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
CDWAX | American Funds Dvlpg Wld Gr&Inc 529A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
CDWCX | American Funds Dvlpg Wld Gr&Inc 529C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
CDWEX | American Funds Dvlpg Wld Gr&Inc 529E | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
CDWFX | American Funds Dvlpg Wld Gr&Inc 529F1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
DWGAX | American Funds Dvlpg Wld Gr&Inc A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
DWGCX | American Funds Dvlpg Wld Gr&Inc C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
DWGFX | American Funds Dvlpg Wld Gr&Inc F1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
DWGHX | American Funds Dvlpg Wld Gr&Inc F2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
FDWGX | American Funds Dvlpg Wld Gr&Inc F3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
RDWAX | American Funds Dvlpg Wld Gr&Inc R1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
RDWBX | American Funds Dvlpg Wld Gr&Inc R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
RDEGX | American Funds Dvlpg Wld Gr&Inc R2E | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
RDWCX | American Funds Dvlpg Wld Gr&Inc R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
RDWEX | American Funds Dvlpg Wld Gr&Inc R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
RDWFX | American Funds Dvlpg Wld Gr&Inc R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
RDWHX | American Funds Dvlpg Wld Gr&Inc R5E | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
RDWGX | American Funds Dvlpg Wld Gr&Inc R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
LEGDX | BrandywineGLOBAL - Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
LEGEX | BrandywineGLOBAL - Small Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
LEGFX | BrandywineGLOBAL - Small Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
LEGGX | BrandywineGLOBAL - Small Cap Value Is | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
LEGHX | BrandywineGLOBAL - Small Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
CBSAX | Columbia Select Mid Cap Gro Fd A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CPGRX | Columbia Select Mid Cap Gro Fd AD | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CMGRX | Columbia Select Mid Cap Gro Fd R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CBSTX | Columbia Select Mid Cap Gro Fd V | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CGOAX | Columbia Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
CHHRX | Columbia Small Cap Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
CGOCX | Columbia Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
CMSCX | Columbia Small Cap Growth Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
CSCRX | Columbia Small Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
CSGYX | Columbia Small Cap Growth Inst3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
CCRIX | Columbia Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
FIISX | Delaware Global Equity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Blend |
FIITX | Delaware Global Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Blend |
FIIUX | Delaware Global Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Blend |
IBIAX | Delaware Global Value Equity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Value |
IBICX | Delaware Global Value Equity C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Value |
IBIIX | Delaware Global Value Equity I | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Value |
IYGEX | Delaware Global Value Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Value |
IICNX | Delaware Global Value Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Value |
IBIYX | Delaware Global Value Equity Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Value |
DEGIX | Delaware Intl Value Equity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
DEGCX | Delaware Intl Value Equity C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
DEQIX | Delaware Intl Value Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
DIVRX | Delaware Intl Value Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
DEQRX | Delaware Intl Value Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
WMGAX | Delaware Ivy Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
WMGCX | Delaware Ivy Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
IYMIX | Delaware Ivy Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
WMGRX | Delaware Ivy Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
IGRFX | Delaware Ivy Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
WMGYX | Delaware Ivy Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
WSGAX | Delaware Ivy Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
WRGCX | Delaware Ivy Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
IYSIX | Delaware Ivy Small Cap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
WSGRX | Delaware Ivy Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
IRGFX | Delaware Ivy Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
WSCYX | Delaware Ivy Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
ETADX | Eventide Dividend Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
ETCDX | Eventide Dividend Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
ETIDX | Eventide Dividend Opportunities I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
ETNDX | Eventide Dividend Opportunities N | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
FACNX | Fidelity Advisor® Canada A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Region |
FCCNX | Fidelity Advisor® Canada C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Region |
FICCX | Fidelity Advisor® Canada I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Region |
FTCNX | Fidelity Advisor® Canada M | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Region |
FIQEX | Fidelity Advisor® Canada Z | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Region |
FHEAX | Fidelity Advisor® Real Estate A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Real Estate |
FHECX | Fidelity Advisor® Real Estate C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Real Estate |
FHEIX | Fidelity Advisor® Real Estate I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Real Estate |
FHETX | Fidelity Advisor® Real Estate M | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Real Estate |
FIKJX | Fidelity Advisor® Real Estate Z | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Real Estate |
FICDX | Fidelity® Canada | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Region |
FDEGX | Fidelity® Growth Strategies | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
FAGKX | Fidelity® Growth Strategies K | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
FSKGX | Fidelity® Growth Strategies K6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
FSHCX | Fidelity® Select Health Care Svcs Port | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Health |
FSRFX | Fidelity® Select Transportation | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
FCNSX | Fidelity® Series Canada | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Region |
FSTSX | Fidelity® Series International Sm Cap | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
FLOWX | Fidelity® Water Sustainability | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | V | Natural Resources |
XLF | Financial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 1 | 10 | 0 | 9 | X | Financial |
FESAX | First Eagle Small Cap Opportunity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
FESCX | First Eagle Small Cap Opportunity I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
FESRX | First Eagle Small Cap Opportunity R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
QABA | First Trust NASDAQ® ABA Community Bk ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Financial |
FYC | First Trust Small Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
DVOL | FirstTrustDorseyWrightMomt&LwVolatil ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Large Blend |
FLCA | Franklin FTSE Canada ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
FNGAX | Franklin Intl Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
FNGZX | Franklin Intl Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
FNGDX | Franklin Intl Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
FNGRX | Franklin Intl Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
FILRX | Franklin Intl Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
GSAKX | Goldman Sachs International Eq Inc A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Foreign Large Value |
GSCKX | Goldman Sachs International Eq Inc C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Foreign Large Value |
GSIKX | Goldman Sachs International Eq Inc Instl | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Foreign Large Value |
GSTKX | Goldman Sachs International Eq Inc Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Foreign Large Value |
GSNPX | Goldman Sachs International Eq Inc P | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Foreign Large Value |
GSRKX | Goldman Sachs International Eq Inc R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Foreign Large Value |
GSUKX | Goldman Sachs International Eq Inc R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Foreign Large Value |
HSMAX | Hartford Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
HTSCX | Hartford Small Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
HSMFX | Hartford Small Cap Value F | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
HSEIX | Hartford Small Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
HSMRX | Hartford Small Cap Value R3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
HSMSX | Hartford Small Cap Value R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
HSMTX | Hartford Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
HSMVX | Hartford Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
HSMYX | Hartford Small Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
PTH | Invesco DWA Healthcare Momentum ETF | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Health |
GGHCX | Invesco Health Care A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Health |
GTHCX | Invesco Health Care C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Health |
GTHIX | Invesco Health Care Invstor | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Health |
GGHSX | Invesco Health Care R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Health |
GGHYX | Invesco Health Care Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Health |
OSMAX | Invesco International Small-Mid Com A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
OSMCX | Invesco International Small-Mid Com C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
OSMNX | Invesco International Small-Mid Com R | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
INSLX | Invesco International Small-Mid Com R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
OSCIX | Invesco International Small-Mid Com R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
OSMYX | Invesco International Small-Mid Com Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
KBWB | Invesco KBW Bank ETF | Owns companies we recommend for divestment | 1 | 9 | 0 | 9 | X | Financial |
RYF | Invesco S&P 500® Equal Weight Fincl ETF | Owns companies we recommend for divestment | 1 | 10 | 0 | 9 | X | Financial |
XMLV | Invesco S&P MidCap Low Volatility ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
XSHQ | Invesco S&P SmallCap Quality ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
FOVL | iShares Focused Value Factor ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | X | Mid-Cap Value |
EUFN | iShares MSCI Europe Financials ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | X | Financial |
IYT | iShares Transportation Average ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
IHF | iShares US Healthcare Providers ETF | Owns companies we recommend for divestment | 1 | 4 | 0 | 1 | X | Health |
IWFH | iShares Virtual Work and Life Mltsct ETF | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Communications |
JDIAX | Janus Henderson Overseas A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Blend |
JIGCX | Janus Henderson Overseas C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Blend |
JNOSX | Janus Henderson Overseas D | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Blend |
JIGFX | Janus Henderson Overseas I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Blend |
JDINX | Janus Henderson Overseas N | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Blend |
JDIRX | Janus Henderson Overseas R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Blend |
JIGRX | Janus Henderson Overseas S | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Blend |
JAOSX | Janus Henderson Overseas T | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Blend |
JSML | Janus Henderson Small Cap Gr Alpha ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
JAIGX | Janus Henderson VIT Overseas Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Blend |
| Janus Henderson VIT Overseas Svc | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Blend |
JCCAX | JHancock Small Cap Core A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
JCCIX | JHancock Small Cap Core I | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
| JHancock Small Cap Core NAV | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
JORSX | JHancock Small Cap Core R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
JSJAX | JHancock Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
JSJCX | JHancock Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
JSJIX | JHancock Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| JHancock Small Cap Growth NAV | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
JSJFX | JHancock Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| JHFunds2 Health Sciences NAV | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Health |
| JNL Multi-Manager Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| JNL Multi-Manager Intl Sm Cp I | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
VSSBX | JPMorgan Small Cap Sustainable Ldrs A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
VSSRX | JPMorgan Small Cap Sustainable Ldrs C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
VSSWX | JPMorgan Small Cap Sustainable Ldrs I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
JRJUX | JPMorgan Small Cap Sustainable Ldrs R2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
JGAUX | JPMorgan Small Cap Sustainable Ldrs R3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
JGREX | JPMorgan Small Cap Sustainable Ldrs R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
VSSCX | JPMorgan Small Cap Sustainable Ldrs R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
VSSLX | JPMorgan Small Cap Sustainable Ldrs R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
BRSDX | MFS Blended Research Small Cap Eq A | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSBX | MFS Blended Research Small Cap Eq B | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSHX | MFS Blended Research Small Cap Eq C | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSJX | MFS Blended Research Small Cap Eq I | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSPX | MFS Blended Research Small Cap Eq R1 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSSX | MFS Blended Research Small Cap Eq R2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSTX | MFS Blended Research Small Cap Eq R3 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSUX | MFS Blended Research Small Cap Eq R4 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSYX | MFS Blended Research Small Cap Eq R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
MGIAX | MFS International Intrinsic Value A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Large Growth |
MGIBX | MFS International Intrinsic Value B | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Large Growth |
MGICX | MFS International Intrinsic Value C | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Large Growth |
MINIX | MFS International Intrinsic Value I | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Large Growth |
MINRX | MFS International Intrinsic Value R1 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Large Growth |
MINFX | MFS International Intrinsic Value R2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Large Growth |
MINGX | MFS International Intrinsic Value R3 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Large Growth |
MINHX | MFS International Intrinsic Value R4 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Large Growth |
MINJX | MFS International Intrinsic Value R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Large Growth |
NDVAX | MFS New Discovery Value A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVBX | MFS New Discovery Value B | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVCX | MFS New Discovery Value C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVIX | MFS New Discovery Value I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVRX | MFS New Discovery Value R1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVSX | MFS New Discovery Value R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVTX | MFS New Discovery Value R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVUX | MFS New Discovery Value R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVVX | MFS New Discovery Value R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NSNAX | Neuberger Berman Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
NBMVX | Neuberger Berman Small Cap Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
NSNCX | Neuberger Berman Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
NBSMX | Neuberger Berman Small Cap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
NBMIX | Neuberger Berman Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
NSNRX | Neuberger Berman Small Cap Growth R3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
NSRSX | Neuberger Berman Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
NBMOX | Neuberger Berman Small Cap Growth Tr | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
FRSLX | Nuveen Mid Cap Growth Opps A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
FISGX | Nuveen Mid Cap Growth Opps I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
FMEFX | Nuveen Mid Cap Growth Opps R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
OAYEX | Oakmark International Small Cap Advisor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
OANEX | Oakmark International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
OAKEX | Oakmark International Small Cap Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
OAZEX | Oakmark International Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
PMDAX | Principal Small-MidCap Dividend Inc A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
PMDDX | Principal Small-MidCap Dividend Inc C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
PMDIX | Principal Small-MidCap Dividend Inc Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
PMDHX | Principal Small-MidCap Dividend Inc R-6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
PNSAX | Putnam Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
PNSBX | Putnam Small Cap Growth B | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
PNSCX | Putnam Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
PSGRX | Putnam Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
PLKGX | Putnam Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
PSYGX | Putnam Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
TEEAX | RBC Small Cap Core A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
RCSIX | RBC Small Cap Core I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
RBRCX | RBC Small Cap Core R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
RBVAX | RBC Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
RSVIX | RBC Small Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
RRSVX | RBC Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
SFREX | Schwab Fundamental Global Real Estt Idx | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Global Real Estate |
XHS | SPDR® S&P Health Care Services ETF | Owns companies we recommend for divestment | 1 | 4 | 0 | 1 | X | Health |
XTN | SPDR® S&P Transportation ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
PRISX | T. Rowe Price Financial Services | Owns companies we recommend for divestment | 1 | 8 | 0 | 7 | X | Financial |
TFIFX | T. Rowe Price Financial Services I | Owns companies we recommend for divestment | 1 | 8 | 0 | 7 | X | Financial |
VGPMX | Vanguard Global Capital Cycles Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Value |
VGHAX | Vanguard Health Care Adm | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Health |
VGHCX | Vanguard Health Care Inv | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Health |
MGOAX | Victory Munder Mid-Cap Core Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
MGOTX | Victory Munder Mid-Cap Core Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
MMSRX | Victory Munder Mid-Cap Core Growth R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
MGOSX | Victory Munder Mid-Cap Core Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
MGOYX | Victory Munder Mid-Cap Core Growth Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
RSMOX | Victory RS Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RMOCX | Victory RS Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RMOMX | Victory RS Mid Cap Growth Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RSMKX | Victory RS Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RMORX | Victory RS Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RMOYX | Victory RS Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
GPSCX | Victory RS Small Cap Equity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSCCX | Victory RS Small Cap Equity C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSMMX | Victory RS Small Cap Equity Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSCKX | Victory RS Small Cap Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSCYX | Victory RS Small Cap Equity Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSEGX | Victory RS Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
REGWX | Victory RS Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSEKX | Victory RS Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSEJX | Victory RS Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
RSYEX | Victory RS Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
MDCP | VictoryShares THB Mid Cap ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Mid-Cap Blend |
VWYFX | Voya Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
VWYGX | Voya Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
TCMSX | Voya Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
VWYIX | Voya Small Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
VLNPX | Voya Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
VWYKX | Voya Small Cap Growth W | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ISOPX | Voya SmallCap Opportunities Port A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
IVSOX | Voya SmallCap Opportunities Port I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
VRSCX | Voya SmallCap Opportunities Port R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
IVPOX | Voya SmallCap Opportunities Port S | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ISCTX | Voya SmallCap Opportunities Port S2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
WCMMX | WCM International Equity Ins | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
WESGX | WCM International Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
CHCLX | AB Discovery Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCYX | AB Discovery Growth Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCCX | AB Discovery Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCIX | AB Discovery Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCKX | AB Discovery Growth K | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCRX | AB Discovery Growth R | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCZX | AB Discovery Growth Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
ABASX | AB Discovery Value A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABYSX | AB Discovery Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABCSX | AB Discovery Value C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABSIX | AB Discovery Value I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABSKX | AB Discovery Value K | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABSRX | AB Discovery Value R | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABSZX | AB Discovery Value Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
SCSAX | Allspring Common Stock A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Blend |
SCSDX | Allspring Common Stock Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Blend |
STSAX | Allspring Common Stock C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Blend |
SCNSX | Allspring Common Stock Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Blend |
SCSRX | Allspring Common Stock R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Blend |
SENAX | Allspring Discovery Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
SEPKX | Allspring Discovery Mid Cap Growth Admin | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
WENCX | Allspring Discovery Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
WFEIX | Allspring Discovery Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
WENRX | Allspring Discovery Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
WFDAX | Allspring Discovery SMID Cap Gr A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFDDX | Allspring Discovery SMID Cap Gr Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WDSCX | Allspring Discovery SMID Cap Gr C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFDSX | Allspring Discovery SMID Cap Gr Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFDRX | Allspring Discovery SMID Cap Gr R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
TWGAX | American Century International Gr A | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
AIWCX | American Century International Gr C | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ACAEX | American Century International Gr G | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
TGRIX | American Century International Gr I | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
TWIEX | American Century International Gr Inv | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ATGRX | American Century International Gr R | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ATGGX | American Century International Gr R5 | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ATGDX | American Century International Gr R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ATYGX | American Century International Gr Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
LACAX | Columbia Acorn A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CEARX | Columbia Acorn Adv | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
LIACX | Columbia Acorn C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
ACRNX | Columbia Acorn Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CRBRX | Columbia Acorn Inst2 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CRBYX | Columbia Acorn Inst3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
LAUAX | Columbia Acorn USA A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
CUSAX | Columbia Acorn USA Adv | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
LAUCX | Columbia Acorn USA C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
AUSAX | Columbia Acorn USA Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
CYSRX | Columbia Acorn USA Inst2 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
CUSYX | Columbia Acorn USA Inst3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
COVAX | Columbia Small Cap Value II A | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
CLURX | Columbia Small Cap Value II Adv | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
COVCX | Columbia Small Cap Value II C | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
NSVAX | Columbia Small Cap Value II Inst | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
CRRRX | Columbia Small Cap Value II Inst2 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
CRRYX | Columbia Small Cap Value II Inst3 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
CCTRX | Columbia Small Cap Value II R | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
DSCIX | Dana Epiphany ESG Small Cap Eq Instl | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | V | Small Growth |
DEVLX | Delaware Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DEVCX | Delaware Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DEVIX | Delaware Small Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DVLRX | Delaware Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DVZRX | Delaware Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
EAASX | Eaton Vance Atlanta Capital SMID-Cap A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
ECASX | Eaton Vance Atlanta Capital SMID-Cap C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
EISMX | Eaton Vance Atlanta Capital SMID-Cap I | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
ERSMX | Eaton Vance Atlanta Capital SMID-Cap R | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
ERASX | Eaton Vance Atlanta Capital SMID-Cap R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
FHJUX | Fidelity Advisor® Europe A | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
FHJTX | Fidelity Advisor® Europe C | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
FHJMX | Fidelity Advisor® Europe I | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
FHJVX | Fidelity Advisor® Europe M | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
FIQHX | Fidelity Advisor® Europe Z | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
FIEUX | Fidelity® Europe | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
MMSC | First Trust Multi-Manager Sm Cp Opps ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLAX | Hartford Small Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLCX | Hartford Small Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLFX | Hartford Small Cap Growth F | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HISCX | Hartford Small Cap Growth HLS IA | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HBSGX | Hartford Small Cap Growth HLS IB | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLIX | Hartford Small Cap Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLRX | Hartford Small Cap Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLSX | Hartford Small Cap Growth R4 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLTX | Hartford Small Cap Growth R5 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLVX | Hartford Small Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLYX | Hartford Small Cap Growth Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
IHSAX | Hartford Small Company A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
HSMCX | Hartford Small Company C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSFX | Hartford Small Company F | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
HIASX | Hartford Small Company HLS IA | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
HDMBX | Hartford Small Company HLS IB | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSIX | Hartford Small Company I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSRX | Hartford Small Company R3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSSX | Hartford Small Company R4 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSUX | Hartford Small Company R5 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSVX | Hartford Small Company R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
HSCYX | Hartford Small Company Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
PRN | Invesco DWA Industrials Momentum ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Industrials |
KBWR | Invesco KBW Regional Banking ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Financial |
XMVM | Invesco S&P MidCap Value with Momt ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Value |
IHAK | iShares Cybersecurity and Tech ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Technology |
IXG | iShares Global Financials ETF | Owns companies we recommend for divestment | 2 | 13 | 0 | 12 | X | Financial |
JVSAX | Janus Henderson Small-Mid Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
JVSCX | Janus Henderson Small-Mid Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
JSVDX | Janus Henderson Small-Mid Cap Value D | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
JVSIX | Janus Henderson Small-Mid Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
JVSNX | Janus Henderson Small-Mid Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
JSVSX | Janus Henderson Small-Mid Cap Value S | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
JSVTX | Janus Henderson Small-Mid Cap Value T | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
FIDAX | JHancock Financial Industries A | Owns companies we recommend for divestment | 2 | 9 | 0 | 8 | X | Financial |
FIDCX | JHancock Financial Industries C | Owns companies we recommend for divestment | 2 | 9 | 0 | 8 | X | Financial |
JFIFX | JHancock Financial Industries I | Owns companies we recommend for divestment | 2 | 9 | 0 | 8 | X | Financial |
| JHancock Financial Industries NAV | Owns companies we recommend for divestment | 2 | 9 | 0 | 8 | X | Financial |
JFDRX | JHancock Financial Industries R6 | Owns companies we recommend for divestment | 2 | 9 | 0 | 8 | X | Financial |
JISOX | JHancock New Opportunities 1 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JASOX | JHancock New Opportunities A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JBSOX | JHancock New Opportunities C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JHSOX | JHancock New Opportunities I | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JSSOX | JHancock New Opportunities R2 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JUSOX | JHancock New Opportunities R4 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JWSOX | JHancock New Opportunities R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
KESGX | Kennedy Capital ESG SMID Cap I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | V | Small Blend |
GLNAX | MFS Global New Discovery A | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
GLNBX | MFS Global New Discovery B | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
GLNCX | MFS Global New Discovery C | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
GLNIX | MFS Global New Discovery I | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
GLNJX | MFS Global New Discovery R1 | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
GLNKX | MFS Global New Discovery R2 | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
GLNLX | MFS Global New Discovery R3 | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
GLNMX | MFS Global New Discovery R4 | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
GLNNX | MFS Global New Discovery R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
OTCAX | MFS Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
OTCBX | MFS Mid Cap Growth B | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
OTCCX | MFS Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
OTCIX | MFS Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
OTCGX | MFS Mid Cap Growth R1 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
MCPRX | MFS Mid Cap Growth R2 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
OTCHX | MFS Mid Cap Growth R3 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
OTCJX | MFS Mid Cap Growth R4 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
OTCKX | MFS Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| Neuberger Berman AMT Mid-Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| Neuberger Berman AMT Mid-Cap Growth S | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
NMGAX | Neuberger Berman Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
NBMBX | Neuberger Berman Mid Cap Growth Adv | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
NMGCX | Neuberger Berman Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
NBMLX | Neuberger Berman Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
NMANX | Neuberger Berman Mid Cap Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
NMGRX | Neuberger Berman Mid Cap Growth R3 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
NRMGX | Neuberger Berman Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
NBMTX | Neuberger Berman Mid Cap Growth Tr | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
PSLAX | Putnam Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
PSLBX | Putnam Small Cap Value B | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
PSLCX | Putnam Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
PSCRX | Putnam Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
PSCMX | Putnam Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
PYSVX | Putnam Small Cap Value Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
PRNHX | T. Rowe Price New Horizons | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
PRJIX | T. Rowe Price New Horizons I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
RSPFX | Victory RS Partners A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RSPMX | Victory RS Partners Member | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RSPKX | Victory RS Partners R | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RSPYX | Victory RS Partners Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RSDGX | Victory RS Select Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
RSGFX | Victory RS Select Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
RSDKX | Victory RS Select Growth R | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
RSSRX | Victory RS Select Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
RSSYX | Victory RS Select Growth Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
ICSAX | VY® Columbia Small Cap Value II A | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
ICISX | VY® Columbia Small Cap Value II I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
VYRDX | VY® Columbia Small Cap Value II R6 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
ICSSX | VY® Columbia Small Cap Value II S | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
ICVPX | VY® Columbia Small Cap Value II S2 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
FTXO | First Trust Nasdaq Bank ETF | Owns companies we recommend for divestment | 3 | 11 | 0 | 11 | X | Financial |
TFSIX | Franklin Mutual Financial Services A | Owns companies we recommend for divestment | 3 | 8 | 0 | 8 | X | Financial |
TMFSX | Franklin Mutual Financial Services C | Owns companies we recommend for divestment | 3 | 8 | 0 | 8 | X | Financial |
FMFVX | Franklin Mutual Financial Services R6 | Owns companies we recommend for divestment | 3 | 8 | 0 | 8 | X | Financial |
TEFAX | Franklin Mutual Financial Services Z | Owns companies we recommend for divestment | 3 | 8 | 0 | 8 | X | Financial |
FSGRX | Franklin Small Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
FSSAX | Franklin Small Cap Growth Adv | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
FCSGX | Franklin Small Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
FSSRX | Franklin Small Cap Growth R | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
FSMLX | Franklin Small Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
OPOCX | Invesco Discovery A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
ODICX | Invesco Discovery C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
ODINX | Invesco Discovery R | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
DIGGX | Invesco Discovery R5 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
ODIIX | Invesco Discovery R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
ODIYX | Invesco Discovery Y | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
XMMO | Invesco S&P MidCap Momentum ETF | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Mid-Cap Growth |
PSCI | Invesco S&P SmallCap Industrials ETF | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Industrials |
XSVM | Invesco S&P SmallCap Value with Momt ETF | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Small Value |
SMEAX | Invesco Small Cap Equity A | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
SMECX | Invesco Small Cap Equity C | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
SMERX | Invesco Small Cap Equity R | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
SMEIX | Invesco Small Cap Equity R5 | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
SMEFX | Invesco Small Cap Equity R6 | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
SMEYX | Invesco Small Cap Equity Y | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
CZA | Invesco Zacks Mid-Cap ETF | Owns companies we recommend for divestment | 3 | 1 | 0 | 6 | X | Mid-Cap Blend |
FRBAX | JHancock Regional Bank A | Owns companies we recommend for divestment | 3 | 10 | 0 | 10 | X | Financial |
FRBCX | JHancock Regional Bank C | Owns companies we recommend for divestment | 3 | 10 | 0 | 10 | X | Financial |
JRBFX | JHancock Regional Bank I | Owns companies we recommend for divestment | 3 | 10 | 0 | 10 | X | Financial |
JRGRX | JHancock Regional Bank R6 | Owns companies we recommend for divestment | 3 | 10 | 0 | 10 | X | Financial |
PGSGX | JPMorgan Small Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
OSGCX | JPMorgan Small Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
OGGFX | JPMorgan Small Cap Growth I | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JISGX | JPMorgan Small Cap Growth L | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JSGZX | JPMorgan Small Cap Growth R2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JGRQX | JPMorgan Small Cap Growth R3 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JGLYX | JPMorgan Small Cap Growth R4 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JGSVX | JPMorgan Small Cap Growth R5 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JGSMX | JPMorgan Small Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
LSMIX | Loomis Sayles Small/Mid Cap Growth Instl | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
LSMNX | Loomis Sayles Small/Mid Cap Growth N | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
PGOAX | PGIM Jennison Small Company A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PSCCX | PGIM Jennison Small Company C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JSCRX | PGIM Jennison Small Company R | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PSCHX | PGIM Jennison Small Company R2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PSCJX | PGIM Jennison Small Company R4 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PJSQX | PGIM Jennison Small Company R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PSCZX | PGIM Jennison Small Company Z | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
AAWVX | Cavanal Hill Mid Cap Diverse Ldrsp A | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
ACWVX | Cavanal Hill Mid Cap Diverse Ldrsp C | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
AIWVX | Cavanal Hill Mid Cap Diverse Ldrsp Instl | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
APWVX | Cavanal Hill Mid Cap Diverse Ldrsp Inv | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
FNCL | Fidelity® MSCI Financials ETF | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
FXO | First Trust Financials AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 12 | 0 | 12 | X | Financial |
IYG | iShares US Financial Services ETF | Owns companies we recommend for divestment | 4 | 12 | 0 | 12 | X | Financial |
IYF | iShares US Financials ETF | Owns companies we recommend for divestment | 4 | 13 | 0 | 12 | X | Financial |
IAT | iShares US Regional Banks ETF | Owns companies we recommend for divestment | 4 | 9 | 0 | 9 | X | Financial |
KBE | SPDR® S&P Bank ETF | Owns companies we recommend for divestment | 4 | 12 | 0 | 12 | X | Financial |
KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 4 | 8 | 0 | 8 | X | Financial |
VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Small Blend |
VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
WPASX | AB Concentrated Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSGX | AB Concentrated Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPCSX | AB Concentrated Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSIX | AB Concentrated Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSKX | AB Concentrated Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPRSX | AB Concentrated Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSZX | AB Concentrated Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPKX | AB Sustainable Intl Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPRX | AB Sustainable Intl Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
BJBIX | abrdn International Sust Ldrs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
JIEIX | abrdn International Sust Ldrs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
AEMZX | Acadian Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEMGX | Acadian Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEMVX | Acadian Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AGPIX | AGF Global Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
AGPRX | AGF Global Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
CBEAX | Allspring C&B Large Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
CBLLX | Allspring C&B Large Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
CBECX | Allspring C&B Large Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
CBLSX | Allspring C&B Large Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
CBEJX | Allspring C&B Large Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
CBMAX | Allspring C&B Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBMIX | Allspring C&B Mid Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBMCX | Allspring C&B Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBMSX | Allspring C&B Mid Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBMYX | Allspring C&B Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
EQIAX | Allspring Emerging Markets Eq Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIDX | Allspring Emerging Markets Eq Inc Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQICX | Allspring Emerging Markets Eq Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIIX | Allspring Emerging Markets Eq Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIHX | Allspring Emerging Markets Eq Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIRX | Allspring Emerging Markets Eq Inc R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
WFPAX | Allspring Special Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
WFMDX | Allspring Special Mid Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
WFPCX | Allspring Special Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
WFMIX | Allspring Special Mid Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
WFHHX | Allspring Special Mid Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
WFPRX | Allspring Special Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
OUSM | ALPS O'Shares US Sm-Cp Qul Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
AGGRX | American Century Focused Global Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGLCX | American Century Focused Global Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGGIX | American Century Focused Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
TWGGX | American Century Focused Global Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGORX | American Century Focused Global Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGFGX | American Century Focused Global Gr R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGGDX | American Century Focused Global Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGYGX | American Century Focused Global Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
ATHAX | American Century Heritage A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
AHGCX | American Century Heritage C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ACILX | American Century Heritage G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHIX | American Century Heritage I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TWHIX | American Century Heritage Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHWX | American Century Heritage R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHGX | American Century Heritage R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHDX | American Century Heritage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHYX | American Century Heritage Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ANTMX | American Century Intl Sm-Md Cp G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
ANTSX | American Century Intl Sm-Md Cp Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
MID | American Century Mid Cap Growth Imp ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
ACSCX | American Century Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVNX | American Century Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVHX | American Century Small Cap Value G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ACVIX | American Century Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVIX | American Century Small Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVRX | American Century Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVGX | American Century Small Cap Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVDX | American Century Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVYX | American Century Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
BATT | Amplify Lithium & Battery Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Natural Resources |
APPIX | Appleseed Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
APPLX | Appleseed Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
APDYX | Artisan Developing World Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APHYX | Artisan Developing World Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ARTYX | Artisan Developing World Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | V | Large Blend |
BECO | BlackRock Future Climate and Sus Eco ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Blend |
BPAY | BlackRock Future Financial and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Technology |
BGIMX | BlackRock Global Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
BGAMX | BlackRock Global Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
BGKMX | BlackRock Global Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
MAEGX | BlackRock Unconstrained Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
MDEGX | BlackRock Unconstrained Equity Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
MCEGX | BlackRock Unconstrained Equity Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
MREGX | BlackRock Unconstrained Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
BIBFX | BlackRock US Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
BUAMX | BlackRock US Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
BUKMX | BlackRock US Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
BKIS | BNY Mellon Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Blend |
BOSOX | Boston Trust Walden Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
LBGAX | ClearBridge Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LBGCX | ClearBridge Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LBGIX | ClearBridge Mid Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | |