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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
OEUR | ALPS O'Shares Europe Quality Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
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 |
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 |
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 |
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 |
AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 0 | V | Diversified Emerging Mkts |
NXTE | AXS Green Alpha ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Large-Stock Blend |
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 |
BGITX | Baillie Gifford International Alpha 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIFX | Baillie Gifford International Alpha 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIUX | Baillie Gifford International Alpha 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIVX | Baillie Gifford International Alpha 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BINSX | Baillie Gifford International Alpha I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIKX | Baillie Gifford International Alpha K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
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 |
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 |
BMED | BlackRock Future Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
BTEK | BlackRock Future Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 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 |
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 |
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 |
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 |
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 |
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 |
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 |
BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BCAIX | Boston Common ESG Impact Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Foreign Large Blend |
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 |
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 |
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 |
BAILX | Brown Advisory Sustainable Intl Ldrs Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Growth |
BISLX | Brown Advisory Sustainable Intl Ldrs Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large 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 |
CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
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 |
CCSO | Carbon Collective Climate Sol US Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Large Blend |
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 |
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 | X | Mid-Cap Growth |
LCMIX | ClearBridge Mid Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LCMRX | ClearBridge Mid Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LMPMX | ClearBridge Small Cap Growth 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SASMX | ClearBridge Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SCSMX | ClearBridge Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMPSX | ClearBridge Small Cap Growth FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SBPYX | ClearBridge Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMOIX | ClearBridge Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMPOX | ClearBridge Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SBVAX | ClearBridge Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
SBVLX | ClearBridge Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
SMCYX | ClearBridge Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
LCBIX | ClearBridge Small Cap Value IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
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 |
ESGN | Columbia Intl ESG Equ Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 1 | V | Foreign Large Value |
PISLX | Columbia Pyrford International Stck Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISOX | Columbia Pyrford International Stk Ins 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISQX | Columbia Pyrford International Stk Ins 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISDX | Columbia Pyrford International Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISKX | Columbia Pyrford International Stock Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISEX | Columbia Pyrford International Stock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISJX | Columbia Pyrford International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
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 |
SSCVX | Columbia Select Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CSPRX | Columbia Select Small Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
SVMCX | Columbia Select Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CSSZX | Columbia Select Small Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
SSVIX | Columbia Select Small Cap Value Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CSSYX | Columbia Select Small Cap Value Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
SSVRX | Columbia Select Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CSMIX | Columbia Small Cap Value I A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
CVVRX | Columbia Small Cap Value I Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
CSSCX | Columbia Small Cap Value I C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
CSCZX | Columbia Small Cap Value I Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
CUURX | Columbia Small Cap Value I Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
CSVYX | Columbia Small Cap Value I Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
CSVRX | Columbia Small Cap Value I R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
XLC | Communication Services Sel Sect SPDR®ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
HDRO | Defiance Next Gen H2 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
IEYAX | Delaware Climate Solutions A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IEYCX | Delaware Climate Solutions C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IVEIX | Delaware Climate Solutions I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IYEFX | Delaware Climate Solutions R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IENRX | Delaware Climate Solutions R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IEYYX | Delaware Climate Solutions Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
DPREX | Delaware Global Listed Real Assets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
DPRCX | Delaware Global Listed Real Assets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
DPRSX | Delaware Global Listed Real Assets Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
DPRRX | Delaware Global Listed Real Assets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
DPRDX | Delaware Global Listed Real Assets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
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 |
IGNAX | Delaware Ivy Natural Resources A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
IGNCX | Delaware Ivy Natural Resources C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
IGNIX | Delaware Ivy Natural Resources I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
IGNRX | Delaware Ivy Natural Resources R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
INRSX | Delaware Ivy Natural Resources R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
IGNYX | Delaware Ivy Natural Resources Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
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 |
DESIX | DFA Em Mkts Sustnby Cor 1 Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 8 | 0 | V | Diversified Emerging Mkts |
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 |
DEHP | Dimensional Em Mkts High Prof ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
DFSE | Dimensional Emerging Mrkts Sstby Cr 1ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 8 | 0 | V | Diversified Emerging Mkts |
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 |
LIFEX | Domini Sustainable Solutions Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Small/Mid Stock |
CAREX | Domini Sustainable Solutions Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Small/Mid Stock |
EETAX | Ecofin Global Energy Transition A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Blend |
EETIX | Ecofin Global Energy Transition Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Blend |
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 |
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 |
FIRAX | Fidelity Advisor® Intl Real Estate A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
FIRCX | Fidelity Advisor® Intl Real Estate C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
FIRIX | Fidelity Advisor® Intl Real Estate I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
FIRTX | Fidelity Advisor® Intl Real Estate M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
FIKLX | Fidelity Advisor® Intl Real Estate Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
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 |
FPJAX | Fidelity Advisor® Japan A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
FJPCX | Fidelity Advisor® Japan C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
FJPIX | Fidelity Advisor® Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
FJPTX | Fidelity Advisor® Japan M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
FIQLX | Fidelity Advisor® Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
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 |
FARMX | Fidelity® Agricultural Productivity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Natural Resources |
FHKCX | Fidelity® China Region | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FRNW | Fidelity® Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
FCLD | Fidelity® Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
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 |
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 |
FIREX | Fidelity® Intl Real Estate | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
FJPNX | Fidelity® Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
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 |
FMET | Fidelity® Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Technology |
FCOM | Fidelity® MSCI Communication ServicesETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
FMAT | Fidelity® MSCI Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
FREL | Fidelity® MSCI Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
FUTY | Fidelity® MSCI Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FNARX | Fidelity® Natural Resources Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Equity Energy |
FNORX | Fidelity® Nordic | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
FPBFX | Fidelity® Pacific Basin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Pacific/Asia |
FSRNX | Fidelity® Real Estate Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
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 |
FSJPX | Fidelity® SAI Japan Stock Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
FESIX | Fidelity® SAI Real Estate Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
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 |
FSAGX | Fidelity® Select Gold | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
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 |
FJACX | Fidelity® Series Small Cap Discovery | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
FSCRX | Fidelity® Small Cap Discovery | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
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 |
FGD | First Trust Dow Jones Global Sel Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
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 |
FTAG | First Trust Indxx Global Agriculture ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | 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 |
FPXI | First Trust International Eq Opps ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
FICS | First Trust Intl Developed Cap Strth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
FPXE | First Trust IPOX Europe Equity Opps ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
FJP | First Trust Japan AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Japan Stock |
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 |
FTXH | First Trust Nasdaq Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
FTXL | First Trust Nasdaq Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
QCLN | First Trust NASDAQ® Cln Edge® GrnEngyETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
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 |
RFDI | First Trust RiverFront Dyn Dev Intl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Blend |
RFEM | First Trust RiverFront Dyn Em Mkts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
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 |
BNGE | First Trust S-Network Strmng & Gmng ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
FSZ | First Trust Switzerland AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
FXU | First Trust Utilities AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FOVAX | First Trust/Confluence Small Cap Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
FOVCX | First Trust/Confluence Small Cap Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
FOVIX | First Trust/Confluence Small Cap Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
ALTEX | Firsthand Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Technology |
FEEM | FlexShares ESG & Clmt Em Mkts Cr | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
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 |
FCEEX | Franklin Emerging Market Core Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
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 |
FLIY | Franklin FTSE Italy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
FLJP | Franklin FTSE Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
FLJH | Franklin FTSE Japan Hedged ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
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 |
FLKR | Franklin FTSE South Korea ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Miscellaneous Region |
FLSW | Franklin FTSE Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
FRVLX | Franklin Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
FVADX | Franklin Small Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
FRVFX | Franklin Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
FVFRX | Franklin Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
FRCSX | Franklin Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
FRSGX | Franklin Small-Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
FSGAX | Franklin Small-Mid Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
FRSIX | Franklin Small-Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
FSMRX | Franklin Small-Mid Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
FMGGX | Franklin Small-Mid Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
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 |
LOPP | Gabelli Love Our Planet & People ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 2 | V | Mid-Cap Blend |
AQWA | Global X Clean Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
CTEC | Global X CleanTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
GRNR | Global X Green Building ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
HYDR | Global X Hydrogen ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
LIT | Global X Lithium & Battery Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
RAYS | Global X Solar ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
GSJY | Goldman Sachs ActiveBeta® Japan Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
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 |
GCEBX | Goldman Sachs Clean Energy Income A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEGX | Goldman Sachs Clean Energy Income C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEDX | Goldman Sachs Clean Energy Income Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEJX | Goldman Sachs Clean Energy Income Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEPX | Goldman Sachs Clean Energy Income P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEHX | Goldman Sachs Clean Energy Income R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEEX | Goldman Sachs Clean Energy Income R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
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 |
GSFP | Goldman Sachs Future Planet Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Growth |
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 |
GGQPX | Goldman Sachs Growth Opportunities P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
GGOAX | Goldman Sachs Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
GGOCX | Goldman Sachs Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
GGOIX | Goldman Sachs Mid Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
GGOTX | Goldman Sachs Mid Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
GGORX | Goldman Sachs Mid Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
GGOUX | Goldman Sachs Mid Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
GGOSX | Goldman Sachs Mid Cap Growth Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
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 |
GLEAX | GS Energy Infrastructure Fd A Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GLECX | GS Energy Infrastructure Fd C Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GLEPX | GS Energy Infrastructure Fd Instl Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GLEIX | GS Energy Infrastructure Fd Inv Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GAMPX | GS Energy Infrastructure Fd P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GLERX | GS Energy Infrastructure Fd R Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GLESX | GS Energy Infrastructure Fd R6 Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GAAEX | Guinness Atkinson Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HLCTX | Harding Loevner Intl Carb Trans Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Blend |
HGXAX | Hartford Global Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXCX | Hartford Global Impact C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXFX | Hartford Global Impact F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXIX | Hartford Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXRX | Hartford Global Impact R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXSX | Hartford Global Impact R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXTX | Hartford Global Impact R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXVX | Hartford Global Impact R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXYX | Hartford Global Impact Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
ROAM | Hartford Multifactor Emerging Mkts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ROSC | Hartford Multifactor Small Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Value |
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 |
HSXAX | Hartford Schroders Diversified Em Mkts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HSXCX | Hartford Schroders Diversified Em Mkts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HSXFX | Hartford Schroders Diversified Em Mkts F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HSXIX | Hartford Schroders Diversified Em Mkts I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HSXYX | Hartford Schroders Diversified Em Mkts Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HSDEX | Hartford Schroders Diversified EmMktsSDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
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 |
SCVEX | Hartford Schroders International Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
HSWCX | Hartford Schroders International Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
HSWFX | Hartford Schroders International Stk F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
SCIEX | Hartford Schroders International Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
HSWRX | Hartford Schroders International Stk R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
HSWSX | Hartford Schroders International Stk R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
HSWTX | Hartford Schroders International Stk R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
SCIJX | Hartford Schroders International Stk SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
HSWYX | Hartford Schroders International Stk Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
STNC | Hennessy Stance ESG Large Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Large Blend |
HSOAX | HSBC RadiantESG US Smaller Companies A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
HOPCX | HSBC RadiantESG US Smaller Companies C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
RESCX | HSBC RadiantESG US Smaller Companies I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap 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 |
PIE | Invesco DWA Emerging Markets Mom ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PXI | Invesco DWA Energy Momentum ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
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 |
PXE | Invesco Dynamic Engy Explr & Prdtn ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
PBJ | Invesco Dynamic Food & Beverage ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Defensive |
PEJ | Invesco Dynamic Leisure and Entmnt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
PBS | Invesco Dynamic Media ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
PXJ | Invesco Dynamic Oil & Gas Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
PJP | Invesco Dynamic Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
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 |
IEGAX | Invesco EQV Intl Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
IEGCX | Invesco EQV Intl Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
IEGIX | Invesco EQV Intl Small Company R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
IEGFX | Invesco EQV Intl Small Company R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
IEGYX | Invesco EQV Intl Small Company Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
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 |
PID | Invesco International Div Achiev ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
KBWY | Invesco KBW Premium Yield Eq REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
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 |
QQQS | Invesco NASDAQ Patent Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Mid-Cap Blend |
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 |
EWCO | Invesco S&P 500® Eql Wght Comm Svcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
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 |
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 |
RFV | Invesco S&P MidCap 400® Pure Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
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 |
PSCF | Invesco S&P SmallCap Financials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
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 |
PSCT | Invesco S&P SmallCap Info Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Technology |
XSLV | Invesco S&P SmallCap Low Volatility ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Blend |
PSCM | Invesco S&P SmallCap Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
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 |
PBW | Invesco WilderHill Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
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 |
BIRDX | iShares Developed Real Estate Idx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
BARDX | iShares Developed Real Estate Idx Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
BKRDX | iShares Developed Real Estate Idx K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
IVEG | iShares Emergent Food and AgTch Mult ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Miscellaneous Sector |
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 |
ERET | iShares Environmentally Aware Rl Est ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Real Estate |
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 |
IXP | iShares Global Comm Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
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 |
IFGL | iShares International Dev Real Est ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
IDV | iShares International Select Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
JPXN | iShares JPX-Nikkei 400 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
REM | iShares Mortgage Real Estate Capped ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
VEGI | iShares MSCI Agriculture Producers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Natural Resources |
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 |
CNYA | iShares MSCI China A ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
TCHI | iShares MSCI China Multisector Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
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 |
EEMS | iShares MSCI Emerging Markets Sm-Cp ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 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 |
SDG | iShares MSCI Global Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
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 |
EWI | iShares MSCI Italy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
EWJ | iShares MSCI Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
SCJ | iShares MSCI Japan Small-Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Japan Stock |
EWJV | iShares MSCI Japan Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 2 | X | Japan Stock |
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 |
EPOL | iShares MSCI Poland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
EWY | iShares MSCI South Korea ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Miscellaneous Region |
EWP | iShares MSCI Spain ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
EWD | iShares MSCI Sweden ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Miscellaneous Region |
EWL | iShares MSCI Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
IJT | iShares S&P Small-Cap 600 Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
IDRV | iShares Self-Driving EV and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Industrials |
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 |
IHI | iShares US Medical Devices ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
IEO | iShares US Oil & Gas Explor & Prod ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
IEZ | iShares US Oil Equipment & Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
IHE | iShares US Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
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 |
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 |
JZRO | Janus Henderson Net Zero Trnstn Rscs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Natural Resources |
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 |
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 |
JTQAX | JHancock ESG International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
JTQIX | JHancock ESG International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
JTQRX | JHancock ESG International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
JABZX | JHancock Global Environmental Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
JABYX | JHancock Global Environmental Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
JABVX | JHancock Global Environmental Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
JACDX | JHancock Global Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
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 Multi-Manager Emerging Markets Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL Multi-Manager Emerging Markets Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/Baillie Gifford International Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| JNL/Baillie Gifford International Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large 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/GQG Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/GQG Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| 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 Communication Services Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| JNL/Mellon Communication Services Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| JNL/Mellon Materials Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| JNL/Mellon Materials Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| 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 |
BBJP | JPMorgan BetaBuilders Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
BBRE | JPMorgan BetaBuilders MSCI US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TEMP | JPMorgan Climate Change Solutions ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Large-Stock Growth |
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 |
JIG | JPMorgan International Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
JPRE | JPMorgan Realty Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BLLD | JPMorgan Sustainable Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
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 |
KBIWX | KBI Global Investors Aquarius Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
KGHG | KraneShares Global Carbon Trnsfm ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
KGRN | KraneShares MSCI China Clean Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | China Region |
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 |
MACEX | Martin Currie Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MCECX | Martin Currie Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MEFIX | Martin Currie Emerging Markets FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MCEIX | Martin Currie Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MCEMX | Martin Currie Emerging Markets IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
LCSMX | Martin Currie SMA-Shares Series EM | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MCSE | Martin Currie Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
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 |
MSVIX | Mesirow Small Company Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Small Blend |
MSVVX | Mesirow Small Company Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Small Blend |
BRKAX | MFS Blended Research Em Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKBX | MFS Blended Research Em Mkts Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKCX | MFS Blended Research Em Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKIX | MFS Blended Research Em Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKRX | MFS Blended Research Em Mkts Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKSX | MFS Blended Research Em Mkts Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKTX | MFS Blended Research Em Mkts Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKUX | MFS Blended Research Em Mkts Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKVX | MFS Blended Research Em Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MEMAX | MFS Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MEMBX | MFS Emerging Markets Equity B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MEMCX | MFS Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MEMIX | MFS Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MEMRX | MFS Emerging Markets Equity R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MEMFX | MFS Emerging Markets Equity R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MEMGX | MFS Emerging Markets Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MEMHX | MFS Emerging Markets Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MEMJX | MFS Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMPX | MFS Emerging Markets Equity Research A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMRX | MFS Emerging Markets Equity Research C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMIX | MFS Emerging Markets Equity Research I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMDX | MFS Emerging Markets Equity Research R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMEX | MFS Emerging Markets Equity Research R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMFX | MFS Emerging Markets Equity Research R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMGX | MFS Emerging Markets Equity Research R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMHX | MFS Emerging Markets Equity Research R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
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 |
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 |
NBCT | Neuberger Berman Crbn Trnstn & Infrs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Blend |
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 |
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 |
NALFX | New Alternatives A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
NAEFX | New Alternatives Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
NIAGX | Nia Impact Solutions | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 2 | V | Global Large-Stock Blend |
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 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
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 |
NRIAX | Nuveen Real Asset Income A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
NRICX | Nuveen Real Asset Income C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
NRIIX | Nuveen Real Asset Income I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
NRIFX | Nuveen Real Asset Income R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
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 |
CGCAX | NXG Global Clean Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
CGCNX | NXG Global Clean Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
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 |
PFPMX | Parnassus Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
PARMX | Parnassus Mid-Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
GEOSX | Pear Tree Essex Environmental Opps Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
EEOFX | Pear Tree Essex Environmental Opps Odnry | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
GEORX | Pear Tree Essex Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | 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 |
MFEM | PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
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 |
BTEC | Principal Healthcare Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
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 |
SYNB | Putnam BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Health |
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 |
PPEM | Putnam PanAgora ESG Emerg Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
PMVAX | Putnam Sustainable Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMVBX | Putnam Sustainable Future B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMPCX | Putnam Sustainable Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PFUT | Putnam Sustainable Future ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMVRX | Putnam Sustainable Future R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PNOTX | Putnam Sustainable Future R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMVYX | Putnam Sustainable Future Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
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 |
RIEAX | RBC International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
RIEIX | RBC International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
RIERX | RBC International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large 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 |
TMVAX | RBC Microcap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
RMVIX | RBC Microcap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
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 |
SCHH | Schwab US REIT ETF™ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SMQFX | SEI Emerging Markets Equity A (SIIT) | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
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 |
EMSQX | Shelton Emerging Markets Institutiona | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMSLX | Shelton Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
NEXIX | Shelton Sustainable Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 2 | V | Mid-Cap Growth |
NEXTX | Shelton Sustainable Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 2 | V | Mid-Cap Growth |
SOLR | SmartETFs Sustainable Energy II ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Equity Energy |
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 |
XITK | SPDR® FactSet Innovative Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
EEMX | SPDR® MSCI Em Mkts Fssl Ful Free RsrvETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
SLYG | SPDR® S&P 600 Small Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
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 |
GXC | SPDR® S&P China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
GMF | SPDR® S&P Emerging Asia Pacific ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
EDIV | SPDR® S&P Emerging Markets Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EWX | SPDR® S&P Emerging Markets Small Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
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 |
DWX | SPDR® S&P International Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
SIMS | SPDR® S&P Kensho Intelligent Strctr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Infrastructure |
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 |
XPH | SPDR® S&P Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
XSD | SPDR® S&P Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
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 |
PRIJX | T. Rowe Price Em Mkts Discv Stk | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
PAIJX | T. Rowe Price Em Mkts Discv Stk Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
REVIX | T. Rowe Price Em Mkts Discv Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
TRFZX | T. Rowe Price Em Mkts Discv Stk Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
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 |
TGBLX | T. Rowe Price Global Impact Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
TGPEX | T. Rowe Price Global Impact Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
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 |
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 |
PRJPX | T. Rowe Price Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
RJAIX | T. Rowe Price Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
TRZJX | T. Rowe Price Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
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 |
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 |
TFSCX | Templeton Ins Foreign Smaller Co Ser Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
TICBX | Templeton International Climate Chg A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
TICGX | Templeton International Climate Chg Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
TICDX | Templeton International Climate Chg C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
TICEX | Templeton International Climate Chg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
TSME | Thrivent Small-Mid Cap ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
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 |
TCMHX | TIAA-CREF Mid-Cap Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TRPWX | TIAA-CREF Mid-Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TRGPX | TIAA-CREF Mid-Cap Growth Premier | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TCMGX | TIAA-CREF Mid-Cap Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TRGMX | TIAA-CREF Mid-Cap Growth Retire | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap 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 |
TSMDX | Trillium ESG Small/Mid Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Blend |
BNIEX | UBS International Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
BNUEX | UBS International Sustainable Equity P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
ESPTX | UBS International Sustainable Equity P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
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 |
MOO | VanEck Agribusiness ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Natural Resources |
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 |
ENVAX | VanEck Environmental Sustainability A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
ENVIX | VanEck Environmental Sustainability I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
ENVYX | VanEck Environmental Sustainability Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
YUMY | VanEck Future of Food ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Consumer Defensive |
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 |
SMOG | VanEck Low Carbon Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
MORT | VanEck Mortgage REIT Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRAK | VanEck Oil Refiners ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
OIH | VanEck Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
PPH | VanEck Pharmaceutical ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Health |
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 |
RNEW | VanEck® Green Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
VAIGX | Vanguard Advice Select Intl Gr Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
VOX | Vanguard Communication Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
VTCAX | Vanguard Communication Svcs Idx Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
VGELX | Vanguard Energy Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
VGENX | Vanguard Energy Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
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 |
VIGI | Vanguard Intl Div Apprec ETF | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
VIAAX | Vanguard Intl Div Apprec Idx Adm | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
VAW | Vanguard Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
VMIAX | Vanguard Materials Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
VNQ | Vanguard Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VRTPX | Vanguard Real Estate II Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VGSLX | Vanguard Real Estate Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VGSNX | Vanguard Real Estate Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VGSIX | Vanguard Real Estate Index Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small 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 |
QQQN | VictoryShares Nasdaq Next 50 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Growth |
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 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
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 |
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 |
WCLD | WisdomTree Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
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 |
DGS | WisdomTree Emerging Markets SmCp Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 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 |
EUSC | WisdomTree Europe Hedged SmallCap Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
DNL | WisdomTree Global ex-US Qual Div Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
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 |
DXJ | WisdomTree Japan Hedged Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
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 |
WTRE | WisdomTree New Economy Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
EMGAX | Allspring Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGYX | Allspring Emerging Markets Equity Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGCX | Allspring Emerging Markets Equity C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGNX | Allspring Emerging Markets Equity Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGDX | Allspring Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| Allspring Factor Enhanced Em Mkt Eq | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
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 |
EKGAX | Allspring Special Global Small Cap A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
EKGYX | Allspring Special Global Small Cap Admin | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
EKGCX | Allspring Special Global Small Cap C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
EKGIX | Allspring Special Global Small Cap Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
ASPAX | Allspring Special Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
ACPCX | Allspring Special Intl Sm Cp C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
WICIX | Allspring Special Intl Sm Cp Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
WICRX | Allspring Special Intl Sm Cp R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
ESPAX | Allspring Special Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPIX | Allspring Special Small Cap Value Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPCX | Allspring Special Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPNX | Allspring Special Small Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPHX | Allspring Special Small Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPRX | Allspring Special Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
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 |
APDDX | Artisan Global Discovery Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Global Small/Mid Stock |
APHDX | Artisan Global Discovery Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Global Small/Mid Stock |
APFDX | Artisan Global Discovery Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Global Small/Mid Stock |
APDMX | Artisan Mid Cap Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
APHMX | Artisan Mid Cap Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
ARTMX | Artisan Mid Cap Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
APDEX | Artisan Sustainable Emerging Markets Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APHEX | Artisan Sustainable Emerging Mkts Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ARTZX | Artisan Sustainable Emerging Mkts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BACIX | BlackRock Energy Opportunities Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
BACAX | BlackRock Energy Opportunities Inv A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
BACCX | BlackRock Energy Opportunities Inv C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
MAGRX | BlackRock Natural Resources Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
MDGRX | BlackRock Natural Resources Inv A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
MCGRX | BlackRock Natural Resources Inv C | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
BLZKX | BlackRock Sustainable Adg EM Eq K | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
BAHAX | Brown Advisory WMC Strat Eurp Eq Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Europe Stock |
BAFHX | Brown Advisory WMC Strat Eurp Eq Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Europe Stock |
BIAHX | Brown Advisory WMC Strat Eurp Eq Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Europe Stock |
SHRAX | ClearBridge Aggressive Growth A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Large Blend |
SAGCX | ClearBridge Aggressive Growth C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Large Blend |
LMPFX | ClearBridge Aggressive Growth FI | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Large Blend |
SAGYX | ClearBridge Aggressive Growth I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Large Blend |
LSIFX | ClearBridge Aggressive Growth IS | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Large Blend |
LMPRX | ClearBridge Aggressive Growth R | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Large Blend |
LCLAX | ClearBridge Select A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
LCLCX | ClearBridge Select C | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
LCBSX | ClearBridge Select FI | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
LBFIX | ClearBridge Select I | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
LCSSX | ClearBridge Select IS | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
CBSCX | ClearBridge Select R | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
XCEM | Columbia EM Core ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ISGDX | Columbia Integrated Small Cap Gr A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
ISGLX | Columbia Integrated Small Cap Gr Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
ISGFX | Columbia Integrated Small Cap Gr C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
ISGOX | Columbia Integrated Small Cap Gr Ins 2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
ISGQX | Columbia Integrated Small Cap Gr Ins 3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
ISGNX | Columbia Integrated Small Cap Gr Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
ISGHX | Columbia Integrated Small Cap Gr R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
CRISX | CRM Small Cap Value Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
CRMSX | CRM Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
DEMAX | Delaware Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEMCX | Delaware Emerging Markets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEMIX | Delaware Emerging Markets Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEMRX | Delaware Emerging Markets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEMZX | Delaware Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
IVOAX | Delaware Ivy Mid Cap Income Opps A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
IVOCX | Delaware Ivy Mid Cap Income Opps C | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
IVOIX | Delaware Ivy Mid Cap Income Opps I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
IVORX | Delaware Ivy Mid Cap Income Opps R | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
IVOSX | Delaware Ivy Mid Cap Income Opps R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
IVOYX | Delaware Ivy Mid Cap Income Opps Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
DCCAX | Delaware Small Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
DCCCX | Delaware Small Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
DCCIX | Delaware Small Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
DCCRX | Delaware Small Cap Core R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
DCZRX | Delaware Small Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
DEMSX | DFA Emerging Markets Small Cap I | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
DFESX | DFA Emerging Markets Social Core Port | Owns companies we recommend for divestment | 1 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
DAADX | DFA Emerging Mkts ex China Cr Eq Instl | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
XLE | Energy Select Sector SPDR® ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
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 |
FANAX | Fidelity Advisor® Energy A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
FNRCX | Fidelity Advisor® Energy C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
FANIX | Fidelity Advisor® Energy I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
FAGNX | Fidelity Advisor® Energy M | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
FIKAX | Fidelity Advisor® Energy Z | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
FFGAX | Fidelity Advisor® Global Commodity Stk A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
FCGCX | Fidelity Advisor® Global Commodity Stk C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
FFGIX | Fidelity Advisor® Global Commodity Stk I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
FFGTX | Fidelity Advisor® Global Commodity Stk M | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
FIQRX | Fidelity Advisor® Global Commodity Stk Z | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
FSWAX | Fidelity Advisor® Sustainable EM Eq A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
FSYKX | Fidelity Advisor® Sustainable EM Eq C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
FSZIX | Fidelity Advisor® Sustainable EM Eq I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
FSYNX | Fidelity Advisor® Sustainable EM Eq M | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
FSZZX | Fidelity Advisor® Sustainable EM Eq Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
FTEDX | Fidelity Advisor® Total Emerg Mkts A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
FTEFX | Fidelity Advisor® Total Emerg Mkts C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
FTEJX | Fidelity Advisor® Total Emerg Mkts I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
FTEHX | Fidelity Advisor® Total Emerg Mkts M | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
FIQNX | Fidelity Advisor® Total Emerg Mkts Z | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
FSSGX | Fidelity SAI Sustainable Em Markets Eq | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
FSYJX | Fidelity Sustainable Emerging Markets Eq | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
FICDX | Fidelity® Canada | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Region |
FFGCX | Fidelity® Global Commodity Stock | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
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 |
FENY | Fidelity® MSCI Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
FSKLX | Fidelity® SAI Intl Low Volatil Idx | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
FSHOX | Fidelity® Select Construction & Hsg Port | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Consumer Cyclical |
FSENX | Fidelity® Select Energy | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
FCNSX | Fidelity® Series Canada | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Region |
FHKFX | Fidelity® Series Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
FEMSX | Fidelity® Series Emerging Markets Opps | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
FTEMX | Fidelity® Total Emerg Mkts | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
FLOWX | Fidelity® Water Sustainability | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | V | Natural Resources |
FCA | First Trust China AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | China Region |
RNEM | First Trust Emerging Markets Eq Sel ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
FEM | First Trust Emerging Mrkts AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
FXN | First Trust Energy AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Equity Energy |
FGM | First Trust Germany AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
FAN | First Trust Global Wind Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Miscellaneous Sector |
FLN | First Trust Latin America AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Latin America Stock |
FTXN | First Trust Nasdaq Oil & Gas ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
GRID | First Trust NASDAQ® Cln Edge®StGidIfsETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 1 | V | Miscellaneous Sector |
RNSC | First Trust Small Cap US Equity Sel ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Blend |
FPX | First Trust US Equity Opportunities ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Large Growth |
FIW | First Trust Water ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Natural Resources |
DIEM | Franklin Emerging Mkt Core Div TltIdxETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
FLAX | Franklin FTSE Asia ex Japan ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Pacific/Asia ex-Japan Stk |
FLCH | Franklin FTSE China ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | China Region |
FLGR | Franklin FTSE Germany ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
FLLA | Franklin FTSE Latin America ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Latin America Stock |
FLMX | Franklin FTSE Mexico ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
FRNRX | Franklin Natural Resources A | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Natural Resources |
FNRAX | Franklin Natural Resources Adv | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Natural Resources |
FNCRX | Franklin Natural Resources C | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Natural Resources |
FNCSX | Franklin Natural Resources R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Natural Resources |
RNRG | Global X Renewable Energy Producers ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Utilities |
GCCLX | GMO Climate Change I | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | V | Global Small/Mid Stock |
GCCHX | GMO Climate Change III | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | V | Global Small/Mid Stock |
GCCAX | GMO Climate Change R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | V | Global Small/Mid Stock |
GEM | Goldman Sachs ActiveBeta® EMkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
GCLN | Goldman Sachs Bloomberg Cln Enrgy Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | V | Equity Energy |
GATMX | Goldman Sachs International T/M Eq A | Owns companies we recommend for divestment | 1 | 0 | 5 | 5 | X | Foreign Large Blend |
GCTMX | Goldman Sachs International T/M Eq C | Owns companies we recommend for divestment | 1 | 0 | 5 | 5 | X | Foreign Large Blend |
GHTMX | Goldman Sachs International T/M Eq Instl | Owns companies we recommend for divestment | 1 | 0 | 5 | 5 | X | Foreign Large Blend |
GITRX | Goldman Sachs International T/M Eq Inv | Owns companies we recommend for divestment | 1 | 0 | 5 | 5 | X | Foreign Large Blend |
GGCPX | Goldman Sachs International T/M Eq P | Owns companies we recommend for divestment | 1 | 0 | 5 | 5 | X | Foreign Large Blend |
GHTRX | Goldman Sachs International T/M Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 5 | 5 | X | Foreign Large Blend |
GSEE | Goldman Sachs MarketBeta Emer Mkt Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
GLPAX | Goldman Sachs MLP Energy Infras A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Energy Limited Partnership |
GLPCX | Goldman Sachs MLP Energy Infras C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Energy Limited Partnership |
GMLPX | Goldman Sachs MLP Energy Infras Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Energy Limited Partnership |
GLPIX | Goldman Sachs MLP Energy Infras Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Energy Limited Partnership |
GMNPX | Goldman Sachs MLP Energy Infras P | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Energy Limited Partnership |
GLPRX | Goldman Sachs MLP Energy Infras R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Energy Limited Partnership |
GLPSX | Goldman Sachs MLP Energy Infras R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Energy Limited Partnership |
GCSAX | Goldman Sachs Small Cap Eq Insghts A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Blend |
GCSCX | Goldman Sachs Small Cap Eq Insghts C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Blend |
GCSIX | Goldman Sachs Small Cap Eq Insghts Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Blend |
GDSTX | Goldman Sachs Small Cap Eq Insghts Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Blend |
GMAPX | Goldman Sachs Small Cap Eq Insghts P | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Blend |
GDSRX | Goldman Sachs Small Cap Eq Insghts R | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Blend |
GCSUX | Goldman Sachs Small Cap Eq Insghts R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Blend |
GCSSX | Goldman Sachs Small Cap Eq Insghts Svc | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Blend |
GSAOX | Goldman Sachs Small Cap Gr Insghts A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
GSCOX | Goldman Sachs Small Cap Gr Insghts C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
GSIOX | Goldman Sachs Small Cap Gr Insghts Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
GSTOX | Goldman Sachs Small Cap Gr Insghts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
GSZPX | Goldman Sachs Small Cap Gr Insghts P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
GSROX | Goldman Sachs Small Cap Gr Insghts R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
GINUX | Goldman Sachs Small Cap Gr Insghts R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
GSATX | Goldman Sachs Small Cp Val Insghts A | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Small Value |
GSCTX | Goldman Sachs Small Cp Val Insghts C | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Small Value |
GSITX | Goldman Sachs Small Cp Val Insghts Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Small Value |
GTTTX | Goldman Sachs Small Cp Val Insghts Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Small Value |
GSXPX | Goldman Sachs Small Cp Val Insghts P | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Small Value |
GTTRX | Goldman Sachs Small Cp Val Insghts R | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Small Value |
GTTUX | Goldman Sachs Small Cp Val Insghts R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Small Value |
GCINX | Green Century MSCI Intl Indx Indvl Inv | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | V | Foreign Large Blend |
GCIFX | Green Century MSCI Intl Indx Instl | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | V | Foreign Large Blend |
HERAX | Hartford Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HERCX | Hartford Emerging Markets Equity C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HERFX | Hartford Emerging Markets Equity F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HERIX | Hartford Emerging Markets Equity I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HERRX | Hartford Emerging Markets Equity R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HERSX | Hartford Emerging Markets Equity R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HERTX | Hartford Emerging Markets Equity R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HERVX | Hartford Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
HERYX | Hartford Emerging Markets Equity Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ADRE | Invesco BLDRS Emerging Markets 50 ADR | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
PTF | Invesco DWA Technology Momentum ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Technology |
IENAX | Invesco Energy A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
IEFCX | Invesco Energy C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
FSTEX | Invesco Energy Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
IENIX | Invesco Energy R5 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
IENSX | Invesco Energy R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
IENYX | Invesco Energy Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
PXH | Invesco FTSE RAFI Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
PBD | Invesco Global Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Miscellaneous Sector |
PSP | Invesco Global Listed Private Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
IBVAX | Invesco International Core Equity A | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
IBVCX | Invesco International Core Equity C | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
IIBCX | Invesco International Core Equity Invstr | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
IIBRX | Invesco International Core Equity R | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
IBVIX | Invesco International Core Equity R5 | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
IBVFX | Invesco International Core Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
IBVYX | Invesco International Core Equity Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
RYE | Invesco S&P 500® Equal Weight Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
IDHD | Invesco S&P Intl Dev Hi Div Low Vol ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Value |
TAN | Invesco Solar ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Miscellaneous Sector |
MLPFX | Invesco SteelPath MLP Select 40 A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
MLPEX | Invesco SteelPath MLP Select 40 C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
SPMWX | Invesco SteelPath MLP Select 40 R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
SPMVX | Invesco SteelPath MLP Select 40 R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
OSPSX | Invesco SteelPath MLP Select 40 R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
MLPTX | Invesco SteelPath MLP Select 40 Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
CLNR | IQ Cleaner Transport ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 3 | V | Industrials |
EMGF | iShares Em Mkts Eq Fac ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ICLN | iShares Global Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Miscellaneous Sector |
IXC | iShares Global Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
IGRO | iShares International Dividend Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | X | Foreign Large Blend |
ILF | iShares Latin America 40 ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Latin America Stock |
AAXJ | iShares MSCI All Country Asia ex Jpn ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Pacific/Asia ex-Japan Stk |
BKF | iShares MSCI BIC ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
MCHI | iShares MSCI China ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | China Region |
EEMA | iShares MSCI Emerging Markets Asia ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Pacific/Asia ex-Japan Stk |
EMXC | iShares MSCI Emerging Mkts ex China ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
EWG | iShares MSCI Germany ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
EWW | iShares MSCI Mexico ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
IGE | iShares North American Natural Res ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
IYE | iShares US Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Equity Energy |
IFRA | iShares US Infrastructure ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Infrastructure |
SXUS | Janus Henderson International Sus Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Foreign Large Growth |
JHEM | JHancock Multifactor Em Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| JNL/BlackRock Global Natural Resources A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
| JNL/BlackRock Global Natural Resources I | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
| JNL/Mellon Energy Sector A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| JNL/Mellon Energy Sector I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| JNL/WCM Focused International Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Growth |
| JNL/WCM Focused International Equity I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
JEMA | JPMorgan ActiveBuilders EM Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMREX | JPMorgan Emerging Mkts Rsrch Enh Eq I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMRSX | JPMorgan Emerging Mkts Rsrch Enh Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
KESG | KraneShares MSCI China ESG Leaders ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | China Region |
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 |
| Neuberger Berman AMT Intl Eq I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| Neuberger Berman AMT Intl Eq Portl S | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NIQAX | Neuberger Berman International Eq A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NIQCX | Neuberger Berman International Eq C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NIQEX | Neuberger Berman International Eq E | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NBIIX | Neuberger Berman International Eq I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NIQVX | Neuberger Berman International Eq Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NRIQX | Neuberger Berman International Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NIQTX | Neuberger Berman International Eq Trst | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NBNAX | Neuberger Berman International Sel A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NBNCX | Neuberger Berman International Sel C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NILIX | Neuberger Berman International Sel I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NBNRX | Neuberger Berman International Sel R3 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NRILX | Neuberger Berman International Sel R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NILTX | Neuberger Berman International Sel Tr | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
NUIAX | Nuveen International Dividend Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Blend |
NUICX | Nuveen International Dividend Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Blend |
NUIIX | Nuveen International Dividend Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Blend |
NWAIX | Nuveen International Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
NWSCX | Nuveen International Sm Cp C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | |