| SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
| SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
| LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
| ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
| ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
| ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
| AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
| ATEKX | AB Sustainable Global Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
| ATERX | AB Sustainable Global Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
| ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
| AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | 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 | 2 | 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 | 2 | 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 | 2 | 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 | 2 | 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 | 2 | 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 | 2 | V | Foreign Large Growth |
| ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| APWKX | AB Sustainable Thematic Bal Port K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| APPRX | AB Sustainable Thematic Bal Port R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| GIGAX | abrdn Emerging Mkts Sust Ldrs A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GIGCX | abrdn Emerging Mkts Sust Ldrs C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GIGIX | abrdn Emerging Mkts Sust Ldrs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GIRRX | abrdn Emerging Mkts Sust Ldrs R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GIGSX | abrdn Emerging Mkts SustLdrs InstlSvc | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| JETAX | abrdn Global Equity Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
| JETIX | abrdn Global Equity Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
| 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 |
| JSTC | Adasina Social Justice All Cp Glbl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| AGPIX | AGF Global Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 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 | 2 | 1 | V | Global Large-Stock Growth |
| SPEGX | Alger Responsible Investing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
| AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
| AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
| ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
| ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| 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 |
| AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | V | Large Blend |
| AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | V | Large Blend |
| MID | American Century Mid Cap Gr Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| 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 |
| 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 |
| REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Blend |
| AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | V | Diversified Emerging Mkts |
| CHGX | AXS Change Finance ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 10 | V | Large Blend |
| 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 |
| 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 |
| BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BVSIX | Baywood Socially Responsible Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | V | Large Value |
| 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 |
| BGIMX | BlackRock Global Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 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 | 0 | 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 | 0 | 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 |
| 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 |
| BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| BLZKX | BlackRock Sustainable Adg EM Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| 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 |
| BSUIX | BlackRock Sustainable Intntl Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| BSIAX | BlackRock Sustainable Intntl Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| BKSIX | BlackRock Sustainable Intntl Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| BESGX | BlackRock Sustainable US Growth Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
| BASGX | BlackRock Sustainable US Growth Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
| BSGKX | BlackRock Sustainable US Growth Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
| BIBFX | BlackRock US Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 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 | 0 | 1 | V | Mid-Cap Growth |
| BUKMX | BlackRock US Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
| DTCAX | BNY Mellon Sust US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
| DTCCX | BNY Mellon Sust US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
| DRTCX | BNY Mellon Sust US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
| DTCYX | BNY Mellon Sust US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
| 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 | 1 | 1 | 2 | V | Foreign Large Blend |
| DRTHX | BNY Mellon Sustainable US Eq Fd Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
| BKUS | BNY Mellon Sustainable US Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | 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 |
| BCAMX | Boston Common ESG Impact US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | 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 |
| WSBFX | Boston Trust Walden Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | V | Moderately Aggressive Allocation |
| WSEFX | Boston Trust Walden Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 7 | V | Large 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 companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| BAWAX | Brown Advisory Sustainable Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| BAFWX | Brown Advisory Sustainable Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| BIAWX | Brown Advisory Sustainable Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large 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 companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| BASVX | Brown Advisory Sustainable Val Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Large Value |
| BISVX | Brown Advisory Sustainable Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Large Value |
| SROI | Calamos Antetokounmpo Global Sus Eqs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | V | Global Large-Stock Blend |
| SROAX | Calamos Antetokounmpo Sustainable Eqs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
| SROCX | Calamos Antetokounmpo Sustainable Eqs C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
| SROIX | Calamos Antetokounmpo Sustainable Eqs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
| SRORX | Calamos Antetokounmpo Sustainable Eqs R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
| CEFAX | Calvert Emerging Markets Advancement A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| CEFIX | Calvert Emerging Markets Advancement I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
| CSIEX | Calvert Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CSECX | Calvert Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CEYIX | Calvert Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CEYRX | Calvert Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CRFAX | Calvert Focused Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Large Value |
| CRFCX | Calvert Focused Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Large Value |
| CRFIX | Calvert Focused Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Large Value |
| CRFRX | Calvert Focused Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Large Value |
| 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 | 1 | 0 | V | Natural Resources |
| CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
| CCVAX | Calvert Small-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
| CSCCX | Calvert Small-Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
| CSVIX | Calvert Small-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
| CALRX | Calvert Small-Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
| CCSO | Carbon Collective Climate Sol US Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Large Blend |
| QUAGX | CCM Core Impact Equity Fund Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Blend |
| QAGIX | CCM Core Impact Equity Fund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Blend |
| 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 |
| CACG | ClearBridge All Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Large Growth |
| YLDE | ClearBridge Dividend Strategy ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | V | Large Blend |
| LRGE | ClearBridge Large Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
| CLSUX | ClearBridge Sustainability Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| LCSTX | ClearBridge Sustainability Leaders FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| LCISX | ClearBridge Sustainability Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| LCILX | ClearBridge Sustainability Leaders IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| INFR | ClearBridge Sustainable Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| CESGX | Coho Relative Value ESG | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Large Value |
| CFGIX | Cromwell Foresight Glbl Sust InfrasInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| LIMIX | Cromwell Tran Sustainable Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
| LIMAX | Cromwell Tran Sustainable Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
| ESGIX | Dana Epiphany ESG Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| 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 |
| DESIX | DFA Em Mkts Sustnby Cor 1 Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 10 | 0 | V | Diversified Emerging Mkts |
| DFSE | Dimensional Emerging Mrkts Sstby Cr 1ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 10 | 0 | V | Diversified Emerging Mkts |
| HJEN | Direxion Hydrogen ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| DSEPX | Domini Impact Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
| DIEQX | Domini Impact Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
| DSEFX | Domini Impact Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
| DSFRX | Domini Impact Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
| DOMAX | Domini Impact International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
| DOMOX | Domini Impact International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
| DOMIX | Domini Impact International Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
| DOMYX | Domini Impact International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
| LIFEX | Domini Sustainable Solutions Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | 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 | 2 | V | Global Small/Mid Stock |
| DURAX | DWS ESG International Core Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
| DURCX | DWS ESG International Core Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
| DURIX | DWS ESG International Core Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
| DURSX | DWS ESG International Core Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
| 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 |
| RITA | ETFB Green SRI REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| ETHO | Etho Climate Leadership US ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 9 | 4 | V | Mid-Cap Growth |
| ETADX | Eventide Dividend Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| ETCDX | Eventide Dividend Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| ETIDX | Eventide Dividend Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| ETNDX | Eventide Dividend Opportunities N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| 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 |
| ETLAX | Eventide Large Cap Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
| ETLCX | Eventide Large Cap Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
| ETLIX | Eventide Large Cap Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
| ETLNX | Eventide Large Cap Focus N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
| FHGIX | Federated Hermes Global Equity IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | V | Global Large-Stock Blend |
| FGERX | Federated Hermes Global Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | V | Global Large-Stock 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 |
| FAPJX | Fidelity Advisor® Healthy Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
| FAPKX | Fidelity Advisor® Healthy Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
| FAPMX | Fidelity Advisor® Healthy Future I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
| FAPLX | Fidelity Advisor® Healthy Future M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
| FAPNX | Fidelity Advisor® Healthy Future Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
| FSWAX | Fidelity Advisor® Sustainable EM Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYKX | Fidelity Advisor® Sustainable EM Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSZIX | Fidelity Advisor® Sustainable EM Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYNX | Fidelity Advisor® Sustainable EM Eq M | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSZZX | Fidelity Advisor® Sustainable EM Eq Z | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSQAX | Fidelity Advisor® Sustainable Intl Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
| FSYCX | Fidelity Advisor® Sustainable Intl Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
| FSQIX | Fidelity Advisor® Sustainable Intl Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
| FSYMX | Fidelity Advisor® Sustainable Intl Eq M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
| FSQZX | Fidelity Advisor® Sustainable Intl Eq Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
| FSSGX | Fidelity SAI Sustainable Em Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSSEX | Fidelity SAI Sustainable Intl Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
| FSYJX | Fidelity Sustainable Emerging Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYRX | Fidelity Sustainable International Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
| FRNW | Fidelity® Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
| FAPHX | Fidelity® Healthy Future | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
| FEMYX | Fidelity® Series Sustainable Emerg Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ECLN | First Trust EIP Carbon Impact ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Utilities |
| 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 |
| 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 |
| FEUS | FlexShares ESG & Clmt US Lrg Cap Cr Idx | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 11 | 14 | V | Large Blend |
| FMSGX | Frontier MFG Global Sustainable Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | V | Global Large-Stock Growth |
| FMSRX | Frontier MFG Global Sustainable Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | V | Global Large-Stock Growth |
| LOPP | Gabelli Love Our Planet & People ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Mid-Cap Blend |
| RESGX | Glenmede Responsible ESG US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 4 | V | Large Blend |
| GWILX | Glenmede Women in Leadership US Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | V | Large Value |
| DRIV | Global X Atnms & Elctrc Vhcls ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | V | Miscellaneous Sector |
| 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 | 3 | 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 |
| QYLE | Global X Nasdaq 100 ESG Covered Call ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | V | Large Blend |
| RAYS | Global X Solar ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Miscellaneous Sector |
| WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| GCCLX | GMO Climate Change I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | V | Global Small/Mid Stock |
| GCCHX | GMO Climate Change III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | V | Global Small/Mid Stock |
| GCCAX | GMO Climate Change R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | V | Global Small/Mid Stock |
| 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 |
| 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 |
| 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 |
| 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 |
| GSIFX | Goldman Sachs International Eq ESG A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
| GSICX | Goldman Sachs International Eq ESG C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
| GSIEX | Goldman Sachs International Eq ESG Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
| GIRNX | Goldman Sachs International Eq ESG Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
| GTFPX | Goldman Sachs International Eq ESG P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
| GSIWX | Goldman Sachs International Eq ESG R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
| GSISX | Goldman Sachs International Eq ESG Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
| GCBLX | Green Century Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Moderate Allocation |
| GCBUX | Green Century Balanced Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Moderate Allocation |
| GCINX | Green Century MSCI Intl Indx Indvl Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | V | Foreign Large Blend |
| GCIFX | Green Century MSCI Intl Indx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | V | Foreign Large Blend |
| 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 |
| HEOMX | Hartford Climate Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
| HEONX | Hartford Climate Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
| HEOFX | Hartford Climate Opportunities F | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
| HEOIX | Hartford Climate Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
| HEORX | Hartford Climate Opportunities R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
| HEOSX | Hartford Climate Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
| HEOTX | Hartford Climate Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
| HEOVX | Hartford Climate Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
| HEOYX | Hartford Climate Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock 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 |
| HSISX | Hartford Schroders Sust Intl Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| HSIDX | Hartford Schroders Sust Intl Core SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign 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 | Small 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 | Small 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 | Small Growth |
| PXEAX | Impax Global Environmental Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Blend |
| PGINX | Impax Global Environmental Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Blend |
| PGRNX | Impax Global Environmental Markets Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Blend |
| PXGOX | Impax Global Opportunities Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| PAXGX | Impax Global Opportunities Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| PXSAX | Impax Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| PXSIX | Impax Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| PXSCX | Impax Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| QQMG | Invesco ESG NASDAQ 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | V | Large Growth |
| QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Mid-Cap Growth |
| PIO | Invesco Global Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| IVRA | Invesco Real Assets ESG ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Real Estate |
| 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 |
| OCEN | IQ Clean Oceans ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | V | Miscellaneous Sector |
| EQUL | IQ Engender Equality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Value |
| HART | IQ Healthy Hearts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | V | Health |
| ETEC | iShares Breakthrough Envirtl Sol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | V | Technology |
| EFRA | iShares Environmental Infras & IndstrETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
| SDG | iShares MSCI Global Sust Dev Goals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| IWTR | iShares MSCI Water Mgmt Mltsctr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| JEASX | Janus Henderson Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JECTX | Janus Henderson Global Sust Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JEDTX | Janus Henderson Global Sust Eq D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JEUIX | Janus Henderson Global Sust Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JETNX | Janus Henderson Global Sust Eq N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JEGRX | Janus Henderson Global Sust Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JESSX | Janus Henderson Global Sust Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JETTX | Janus Henderson Global Sust Eq T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JZRO | Janus Henderson Net Zero Trnstn Rscs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| HDAVX | Janus Henderson Responsible Intl Div A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
| HDCVX | Janus Henderson Responsible Intl Div C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
| HDDVX | Janus Henderson Responsible Intl Div D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
| HDIVX | Janus Henderson Responsible Intl Div I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
| HDRVX | Janus Henderson Responsible Intl DivN | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
| HDQVX | Janus Henderson Responsible Intl DivS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
| HDTVX | Janus Henderson Responsible Intl DivT | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
| SSPX | Janus Henderson US Sustainable Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Large Growth |
| JHISX | Janus Henderson VIT Global Sust Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| Janus Henderson VIT Global Sust Eq Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| 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 |
| JHJAX | JHancock ESG Large Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 7 | V | Large Blend |
| JHJCX | JHancock ESG Large Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 7 | V | Large Blend |
| JHJIX | JHancock ESG Large Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 7 | V | Large Blend |
| JHJRX | JHancock ESG Large Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 7 | V | Large Blend |
| JABZX | JHancock Global Environmental Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 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 | 2 | 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 | 2 | 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 | 2 | 1 | V | Global Large-Stock Growth |
| TEMP | JPMorgan Climate Change Solutions ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 1 | V | Global Large-Stock Growth |
| UPWD | JPMorgan Social Advancement ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | V | Global Large-Stock Blend |
| CIRC | JPMorgan Sustainable Consumption ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | V | Global Large-Stock Blend |
| BLLD | JPMorgan Sustainable Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| JICAX | JPMorgan US Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 8 | V | Large Blend |
| JICCX | JPMorgan US Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 8 | V | Large Blend |
| JIISX | JPMorgan US Sustainable Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 8 | V | Large Blend |
| JIIGX | JPMorgan US Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 8 | V | Large Blend |
| KARIX | Kayne Anderson Renewable Infras I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Infrastructure |
| KARRX | Kayne Anderson Renewable Infras Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 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 |
| KARS | KraneShares Eltc Vhl and Ft Mbly ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Industrials |
| 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 |
| SUSTX | Lazard US Sustainable Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | V | Large Blend |
| SUSLX | Lazard US Sustainable Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | V | Large Blend |
| MFSIX | Madison Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
| MFSYX | Madison Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
| 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 |
| 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 |
| ESGMX | Mirova Global Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| ESGCX | Mirova Global Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| ESGNX | Mirova Global Sustainable Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| ESGYX | Mirova Global Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| MRVAX | Mirova International Sustainable Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Blend |
| MRVNX | Mirova International Sustainable Eq N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Blend |
| MRVYX | Mirova International Sustainable Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Blend |
| MUSAX | Mirova US Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
| MUSCX | Mirova US Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
| MUSNX | Mirova US Sustainable Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
| MUSYX | Mirova US Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
| MGQAX | Morgan Stanley Inst Global Sustain A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 6 | V | Global Large-Stock Blend |
| MSGQX | Morgan Stanley Inst Global Sustain C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 6 | V | Global Large-Stock Blend |
| MGQIX | Morgan Stanley Inst Global Sustain I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 6 | V | Global Large-Stock Blend |
| MGQLX | Morgan Stanley Inst Global Sustain L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 6 | V | Global Large-Stock Blend |
| MGQSX | Morgan Stanley Inst Global Sustain R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 6 | V | Global Large-Stock Blend |
| GGEAX | Nationwide Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Global Large-Stock Blend |
| GGECX | Nationwide Global Sust Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Global Large-Stock Blend |
| GGESX | Nationwide Global Sust Eq Instl Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Global Large-Stock Blend |
| GGEIX | Nationwide Global Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Global Large-Stock Blend |
| Neuberger Berman AMT Sustainable Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
| Neuberger Berman AMT Sustainable Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
| 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 |
| NRAAX | Neuberger Berman Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
| NRACX | Neuberger Berman Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
| NBSLX | Neuberger Berman Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
| NBSRX | Neuberger Berman Sustainable Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
| NRARX | Neuberger Berman Sustainable Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
| NRSRX | Neuberger Berman Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
| NBSTX | Neuberger Berman Sustainable Equity Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
| 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 |
| AHOY | Newday Ocean Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | V | Miscellaneous Sector |
| 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 |
| NUEIX | Northern US Quality ESG I | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 9 | 7 | V | Large Blend |
| NUESX | Northern US Quality ESG K | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 9 | 7 | V | Large Blend |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| NTZG | Nuveen Global Net Zero Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 4 | 5 | V | Global Large-Stock Blend |
| CGCAX | NXG Global Clean Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 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 | 3 | 0 | V | Global Small/Mid Stock |
| PRILX | Parnassus Core Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 6 | V | Large Blend |
| PRBLX | Parnassus Core Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 6 | V | Large Blend |
| PFPGX | Parnassus Growth Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Growth |
| PFGEX | Parnassus Growth Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Growth |
| 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 | 1 | V | Mid-Cap Blend |
| PARMX | Parnassus Mid-Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Blend |
| PFPWX | Parnassus Value Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Value |
| PARWX | Parnassus Value Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Value |
| 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 |
| SUGAX | Pioneer Global Sustainable Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 7 | V | Global Large-Stock Growth |
| SUGCX | Pioneer Global Sustainable Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 7 | V | Global Large-Stock Growth |
| SUGYX | Pioneer Global Sustainable Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 7 | V | Global Large-Stock Growth |
| MGNDX | Praxis Growth Index A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 7 | 9 | V | Large Growth |
| MMDEX | Praxis Growth Index I | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 7 | 9 | V | Large Growth |
| PGSLX | Principal Global Sus Lstd Inf Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| 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 |
| PNOPX | Putnam Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
| PNOBX | Putnam Sustainable Leaders B | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
| PNOCX | Putnam Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
| PLDR | Putnam Sustainable Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
| PNORX | Putnam Sustainable Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
| PSLGX | Putnam Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
| PNOYX | Putnam Sustainable Leaders Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
| REGIX | Regnan Global Equity Impact Sol Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Small/Mid Stock |
| ESGEX | Reynders McVeigh Core Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Large Growth |
| TPYAX | Sands Capital International Growth Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPYCX | Sands Capital International Growth Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPYIX | Sands Capital International Growth Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPYYX | Sands Capital International Growth Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| SEEFX | Saturna Sustainable Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Blend |
| 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 |
| ENRG | SoFi Smart Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Miscellaneous Sector |
| SETM | Sprott Energy Transition Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| NZRO | Strategy Shares Halt Climate Change ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 3 | V | Large Growth |
| 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 |
| TICBX | Templeton International Climate Chg A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 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 | 0 | 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 | 0 | 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 | 0 | 1 | V | Foreign Large Value |
| TBWAX | Thornburg Better World International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
| TBWCX | Thornburg Better World International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
| TBWIX | Thornburg Better World International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
| HEAT | Touchstone Climate Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Blend |
| TEQAX | Touchstone Non-US ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| TEQCX | Touchstone Non-US ESG Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| TROCX | Touchstone Non-US ESG Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| TIQIX | Touchstone Non-US ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| TPYRX | Touchstone Sands Capital Intl Gr Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TISDX | Transamerica Intl Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| TISLX | Transamerica Intl Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| TSGDX | Transamerica Sustainable Growth Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Large Growth |
| TSGMX | Transamerica Sustainable Growth Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Large Growth |
| PORIX | Trillium ESG Global Equity Fund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Global Large-Stock Blend |
| PORTX | Trillium ESG Global Equity Fund Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Global Large-Stock Blend |
| 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 |
| UDI | USCF ESG Dividend Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | V | Large Value |
| 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 |
| GMET | VanEck Green Metals ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| 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 |
| MOTE | VanEck Morningstar ESG Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | V | Large Blend |
| RNEW | VanEck® Green Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| VESGX | Vanguard Global ESG Select Stk Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
| VEIGX | Vanguard Global ESG Select Stk Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
| 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 companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
| VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 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 | 1 | V | Natural Resources |
| AWTCX | Virtus Duff & Phelps Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| AWTIX | Virtus Duff & Phelps Water Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| AWTPX | Virtus Duff & Phelps Water P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| 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 |
| PSWD | Xtrackers Cybersecurity Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Technology |
| CHPS | Xtrackers Semiconductor Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
| UPGR | Xtrackers US Green Infras Sel Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| MLSAX | abrdn US Sust Ldrs Smlr Coms A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
| GGUIX | abrdn US Sust Ldrs Smlr Coms Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
| AELSX | abrdn US Sust Ldrs Smlr Coms InstlSvc | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
| GLSRX | abrdn US Sust Ldrs Smlr Coms R | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
| GXXAX | abrdn US Sustainable Leaders A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
| GXXCX | abrdn US Sustainable Leaders C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
| GGLIX | abrdn US Sustainable Leaders Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
| GXXIX | abrdn US Sustainable Leaders InstlSvc | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
| AMIGX | Amana Growth Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
| AMAGX | Amana Growth Investor | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
| ABINX | American Century Balanced I | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Moderate Allocation |
| TWBIX | American Century Balanced Inv | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Moderate Allocation |
| ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Moderate Allocation |
| AFDAX | American Century Sustainable Equity A | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
| AFDCX | American Century Sustainable Equity C | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
| ESGA | American Century Sustainable Equity ETF | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
| AFEGX | American Century Sustainable Equity G | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
| AFEIX | American Century Sustainable Equity I | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
| AFDIX | American Century Sustainable Equity Inv | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
| AFDRX | American Century Sustainable Equity R | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
| AFDGX | American Century Sustainable Equity R5 | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
| AFEDX | American Century Sustainable Equity R6 | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
| AFYDX | American Century Sustainable Equity Y | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
| ESGY | American Century Sustainable Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 7 | V | Large Growth |
| BKWO | BNY Mellon Women's Opportunities ETF | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | V | Large Blend |
| BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | V | Global Large-Stock Value |
| BTBFX | Boston Trust Asset Management | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Moderately Aggressive Allocation |
| BTEFX | Boston Trust Equity | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
| WIEFX | Boston Trust Walden International Eq | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | V | Foreign Large Blend |
| CSIFX | Calvert Balanced A | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | V | Moderate Allocation |
| CSGCX | Calvert Balanced C | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | V | Moderate Allocation |
| CBAIX | Calvert Balanced I | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | V | Moderate Allocation |
| CBARX | Calvert Balanced R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | V | Moderate Allocation |
| CGAEX | Calvert Global Energy Solutions A | Owns companies we recommend for divestment | 1 | 1 | 8 | 3 | V | Global Small/Mid Stock |
| CGACX | Calvert Global Energy Solutions C | Owns companies we recommend for divestment | 1 | 1 | 8 | 3 | V | Global Small/Mid Stock |
| CAEIX | Calvert Global Energy Solutions I | Owns companies we recommend for divestment | 1 | 1 | 8 | 3 | V | Global Small/Mid Stock |
| CWVGX | Calvert International Equity A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CWVCX | Calvert International Equity C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CWVIX | Calvert International Equity I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CIESX | Calvert International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CCAFX | Calvert Mid-Cap A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCACX | Calvert Mid-Cap C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCPIX | Calvert Mid-Cap I | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CFCV | Clearbridge Focus Value ESG ETF | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | V | Large Blend |
| ESGN | Columbia Intl ESG Equ Income ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 2 | V | Foreign Large Value |
| LEADX | Domini International Opportunities Ins | Owns companies we recommend for divestment | 1 | 2 | 9 | 2 | V | Foreign Large Growth |
| RISEX | Domini International Opportunities Inv | Owns companies we recommend for divestment | 1 | 2 | 9 | 2 | V | Foreign Large Growth |
| FCAJX | Fidelity Advisor® Climate Action A | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| FCALX | Fidelity Advisor® Climate Action C | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| FCAUX | Fidelity Advisor® Climate Action I | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| FCAOX | Fidelity Advisor® Climate Action M | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| FCLZX | Fidelity Advisor® Climate Action Z | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| FSEKX | Fidelity Advisor® Sustainable U.S. Eq A | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
| FSEOX | Fidelity Advisor® Sustainable U.S. Eq C | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
| FSEQX | Fidelity Advisor® Sustainable U.S. Eq I | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
| FSEPX | Fidelity Advisor® Sustainable U.S. Eq M | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
| FSEWX | Fidelity Advisor® Sustainable U.S. Eq Z | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
| FCAEX | Fidelity Climate Action | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| FIDEX | Fidelity SAI Sustainable US Equity Fund | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
| FSLEX | Fidelity® Envir and Alt Engy Fund | Owns companies we recommend for divestment | 1 | 1 | 2 | 4 | V | Industrials |
| FSST | Fidelity® Sustainable U.S. Equity ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
| FSEBX | Fidelity® Sustainable U.S. Equity Fund | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
| FLOWX | Fidelity® Water Sustainability | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | V | Natural Resources |
| FAN | First Trust Global Wind Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Miscellaneous Sector |
| GRID | First Trust NASDAQ® Cln Edge®StGidIfsETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 1 | V | Miscellaneous Sector |
| FIW | First Trust Water ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Natural Resources |
| SRIAX | Gabelli SRI A | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
| SRIGX | Gabelli SRI AAA | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
| SRICX | Gabelli SRI C | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
| SRIDX | Gabelli SRI I | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
| RNRG | Global X Renewable Energy Producers ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Utilities |
| GCLN | Goldman Sachs Bloomberg Cln Enrgy Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 9 | 0 | V | Equity Energy |
| STNC | Hennessy Stance ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | V | Large Blend |
| PXDIX | Impax Global Sustainable Infras Instl | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | V | Infrastructure |
| PAXDX | Impax Global Sustainable Infras Inv | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | V | Infrastructure |
| PAXLX | Impax Large Cap Fund Individual Investor | Owns companies we recommend for divestment | 1 | 4 | 2 | 8 | V | Large Blend |
| PXLIX | Impax Large Cap Fund Institutional | Owns companies we recommend for divestment | 1 | 4 | 2 | 8 | V | Large Blend |
| PXGAX | Impax US Sustainable Economy A | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
| PWGIX | Impax US Sustainable Economy Instl | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
| PXWGX | Impax US Sustainable Economy Investor | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
| IGIAX | Integrity Growth & Income Fund A | Owns companies we recommend for divestment | 1 | 5 | 2 | 7 | V | Large Blend |
| IGIUX | Integrity Growth & Income Fund C | Owns companies we recommend for divestment | 1 | 5 | 2 | 7 | V | Large Blend |
| IGIVX | Integrity Growth & Income Fund I | Owns companies we recommend for divestment | 1 | 5 | 2 | 7 | V | Large Blend |
| PBD | Invesco Global Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Miscellaneous Sector |
| GBLD | Invesco MSCI Green Building ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Real Estate |
| VSQAX | Invesco MSCI World SRI Index A | Owns companies we recommend for divestment | 1 | 7 | 7 | 9 | V | Global Large-Stock Blend |
| VSQCX | Invesco MSCI World SRI Index C | Owns companies we recommend for divestment | 1 | 7 | 7 | 9 | V | Global Large-Stock Blend |
| VSQRX | Invesco MSCI World SRI Index R | Owns companies we recommend for divestment | 1 | 7 | 7 | 9 | V | Global Large-Stock Blend |
| VSQFX | Invesco MSCI World SRI Index R5 | Owns companies we recommend for divestment | 1 | 7 | 7 | 9 | V | Global Large-Stock Blend |
| VSQSX | Invesco MSCI World SRI Index R6 | Owns companies we recommend for divestment | 1 | 7 | 7 | 9 | V | Global Large-Stock Blend |
| VSQYX | Invesco MSCI World SRI Index Y | Owns companies we recommend for divestment | 1 | 7 | 7 | 9 | V | Global Large-Stock Blend |
| TAN | Invesco Solar ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Miscellaneous Sector |
| IQSM | IQ Candriam U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | V | Mid-Cap Blend |
| CLNR | IQ Cleaner Transport ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 3 | V | Industrials |
| ICLN | iShares Global Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | V | Miscellaneous Sector |
| SXUS | Janus Henderson International Sus Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Foreign Large Growth |
| JSMFX | Janus Henderson Sust Mlt-Ass All D | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Moderate Allocation |
| VSSBX | JPMorgan Small Cap Sustainable Ldrs A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSSRX | JPMorgan Small Cap Sustainable Ldrs C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSSWX | JPMorgan Small Cap Sustainable Ldrs I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| JRJUX | JPMorgan Small Cap Sustainable Ldrs R2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| JGAUX | JPMorgan Small Cap Sustainable Ldrs R3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| JGREX | JPMorgan Small Cap Sustainable Ldrs R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSSCX | JPMorgan Small Cap Sustainable Ldrs R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSSLX | JPMorgan Small Cap Sustainable Ldrs R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| KAIBX | Karner Blue Biodiversity ImpactButterfly | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | V | Global Large-Stock Blend |
| KESG | KraneShares MSCI China ESG Leaders ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | China Region |
| MMBDX | MassMutual Balanced A | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
| MMBLX | MassMutual Balanced Adm | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
| MBBIX | MassMutual Balanced I | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
| MMBRX | MassMutual Balanced R3 | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
| MBBRX | MassMutual Balanced R4 | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
| MBLDX | MassMutual Balanced R5 | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
| MBAYX | MassMutual Balanced Svc | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
| MMNVX | MassMutual Balanced Y | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
| MSVIX | Mesirow Small Company Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | V | Small Blend |
| MSVVX | Mesirow Small Company Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | V | Small Blend |
| NEQAX | Neuberger Berman U.S. Equity Impact A | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Mid-Cap Blend |
| NEQCX | Neuberger Berman U.S. Equity Impact C | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Mid-Cap Blend |
| NEQIX | Neuberger Berman U.S. Equity Impact I | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Mid-Cap Blend |
| HSZAX | NexPoint Climate Tech A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Small Blend |
| HSZCX | NexPoint Climate Tech C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Small Blend |
| HSZYX | NexPoint Climate Tech Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Small Blend |
| NUDV | Nuveen ESG Dividend ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | V | Large Value |
| NUDM | Nuveen ESG Intl Dev Mkts Eq ETF | Owns companies we recommend for divestment | 1 | 1 | 10 | 4 | V | Foreign Large Blend |
| NULC | Nuveen ESG Large-Cap ETF | Owns companies we recommend for divestment | 1 | 8 | 5 | 12 | V | Large Blend |
| NULG | Nuveen ESG Large-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | V | Large Growth |
| NULV | Nuveen ESG Large-Cap Value ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | V | Large Value |
| NUMG | Nuveen ESG Mid-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | V | Mid-Cap Growth |
| NWCAX | Nuveen Winslow Large-Cap Growth ESG A | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Growth |
| NWCCX | Nuveen Winslow Large-Cap Growth ESG C | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Growth |
| NWLG | Nuveen Winslow Large-Cap Growth ESG ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Growth |
| NVLIX | Nuveen Winslow Large-Cap Growth ESG I | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Growth |
| NWCFX | Nuveen Winslow Large-Cap Growth ESG R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Growth |
| RAFE | PIMCO RAFI ESG US ETF | Owns companies we recommend for divestment | 1 | 12 | 8 | 13 | V | Large Value |
| AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 1 | 8 | 7 | 9 | V | Moderate Allocation |
| PCBCX | Pioneer Balanced ESG C | Owns companies we recommend for divestment | 1 | 8 | 7 | 9 | V | Moderate Allocation |
| PCBKX | Pioneer Balanced ESG K | Owns companies we recommend for divestment | 1 | 8 | 7 | 9 | V | Moderate Allocation |
| CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 1 | 8 | 7 | 9 | V | Moderate Allocation |
| AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 1 | 8 | 7 | 9 | V | Moderate Allocation |
| GLOSX | Pioneer Global Sustainable Equity A | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Global Large-Stock Value |
| GCSLX | Pioneer Global Sustainable Equity C | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Global Large-Stock Value |
| PGEKX | Pioneer Global Sustainable Equity K | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Global Large-Stock Value |
| PRGEX | Pioneer Global Sustainable Equity R | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Global Large-Stock Value |
| PGSYX | Pioneer Global Sustainable Equity Y | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Global Large-Stock Value |
| PGSVX | Pioneer Global Sustainable Value A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Global Large-Stock Value |
| GBVCX | Pioneer Global Sustainable Value C | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Global Large-Stock Value |
| PSUYX | Pioneer Global Sustainable Value Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Global Large-Stock Value |
| MMSCX | Praxis Small Cap Index A | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Small Blend |
| MMSIX | Praxis Small Cap Index I | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Small Blend |
| MVIAX | Praxis Value Index A | Owns companies we recommend for divestment | 1 | 16 | 11 | 19 | V | Large Value |
| MVIIX | Praxis Value Index I | Owns companies we recommend for divestment | 1 | 16 | 11 | 19 | V | Large Value |
| CTEX | ProShares S&P Kensho Cleantech ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Technology |
| QCGDX | Quantified Common Ground Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | V | Mid-Cap Blend |
| RKCAX | Rockefeller Climate Solutions A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Global Small/Mid Stock |
| RKCIX | Rockefeller Climate Solutions Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Global Small/Mid Stock |
| SAEF | Schwab Ariel ESG ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Blend |
| NEXIX | Shelton Sustainable Equity Institutional | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | V | Mid-Cap Growth |
| NEXTX | Shelton Sustainable Equity Investor | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | V | Mid-Cap Growth |
| CNRG | SPDR® Kensho Clean Power ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Equity Energy |
| SPFFX | Sphere 500 Climate Fund | Owns companies we recommend for divestment | 1 | 16 | 15 | 21 | V | Large Blend |
| DEIF | Sterling Capital Diverse Mlt Mgr Atv ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | V | Large Blend |
| TSME | Thrivent Small-Mid Cap ESG ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Mid-Cap Blend |
| TDFAX | Transamerica Sustainable Equity Inc A | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TDFCX | Transamerica Sustainable Equity Inc C | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TDFIX | Transamerica Sustainable Equity Inc I | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TRDIX | Transamerica Sustainable Equity Inc I2 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TADFX | Transamerica Sustainable Equity Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| UEIPX | UBS Engage For Impact P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| EIPTX | UBS Engage For Impact P2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 1 | 5 | 9 | 13 | V | Large Growth |
| MDCP | VictoryShares THB Mid Cap ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Mid-Cap Blend |
| ASTNX | Virtus NFJ Global Sust Instl | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | V | Global Large-Stock Blend |
| ASUAX | Virtus NFJ Global Sustainability A | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | V | Global Large-Stock Blend |
| ASTPX | Virtus NFJ Global Sustainability P | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | V | Global Large-Stock Blend |
| WCMMX | WCM International Equity Ins | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
| WESGX | WCM International Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
| RESE | WisdomTree Emerging Markets ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | V | Diversified Emerging Mkts |
| BSUVX | BlackRock Sustainable US Value Eq Ins | Owns companies we recommend for divestment | 2 | 7 | 4 | 7 | V | Large Value |
| BSVAX | BlackRock Sustainable US Value Eq Inv A | Owns companies we recommend for divestment | 2 | 7 | 4 | 7 | V | Large Value |
| BSVKX | BlackRock Sustainable US Value Eq K | Owns companies we recommend for divestment | 2 | 7 | 4 | 7 | V | Large Value |
| ESGS | Columbia US ESG Equity Income ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | V | Large Value |
| DSCIX | Dana Epiphany ESG Small Cap Eq Instl | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | V | Small Growth |
| DESAX | DWS ESG Core Equity A | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
| DESCX | DWS ESG Core Equity C | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
| DESGX | DWS ESG Core Equity Institutional | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
| DESRX | DWS ESG Core Equity R | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
| DESUX | DWS ESG Core Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
| DESSX | DWS ESG Core Equity S | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
| FEDM | FlexShares ESG&Clmt Dev Mkts ex-US Cr | Owns companies we recommend for divestment | 2 | 4 | 11 | 6 | V | Foreign Large Blend |
| ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 2 | 15 | 14 | 14 | V | Large Blend |
| GAGVX | Goldman Sachs U.S. Equity ESG A | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
| GCGVX | Goldman Sachs U.S. Equity ESG C | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
| GINGX | Goldman Sachs U.S. Equity ESG Ins | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
| GIRGX | Goldman Sachs U.S. Equity ESG Inv | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
| GALPX | Goldman Sachs U.S. Equity ESG P | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
| GRGVX | Goldman Sachs U.S. Equity ESG R | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
| GDEUX | Goldman Sachs U.S. Equity ESG R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
| RSPE | Invesco ESG S&P 500 Equal Weight ETF | Owns companies we recommend for divestment | 2 | 9 | 8 | 13 | V | Large Value |
| ERTH | Invesco MSCI Sustainable Future ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | V | Miscellaneous Sector |
| IQSU | IQ Candriam U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 2 | 14 | 9 | 17 | V | Large Blend |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 2 | 4 | 12 | 5 | V | Foreign Large Blend |
| ESGE | iShares ESG Aware MSCI EM ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| EGUS | iShares ESG Aware MSCI USA Growth ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 9 | V | Large Growth |
| LDEM | iShares® ESG MSCI EM Leaders ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Diversified Emerging Mkts |
| XJR | iShares® ESG Screened S&P Small-Cap ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 5 | V | Small Blend |
| JNL/Morningstar U.S. Sust Idx A | Owns companies we recommend for divestment | 2 | 10 | 9 | 14 | V | Large Blend |
| JNL/Morningstar U.S. Sust Idx I | Owns companies we recommend for divestment | 2 | 10 | 9 | 14 | V | Large Blend |
| KESGX | Kennedy Capital ESG SMID Cap I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | V | Small Blend |
| NUMV | Nuveen ESG Mid-Cap Value ETF | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | V | Mid-Cap Value |
| IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
| SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
| ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | V | Small Blend |
| EMSG | Xtrackers MSCI EMs ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Diversified Emerging Mkts |
| USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 2 | 15 | 11 | 22 | V | Large Blend |
| SNPD | Xtrackers S&P ESG Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | V | Large Value |
| SMLE | Xtrackers S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | V | Small Blend |
| CVSE | Calvert US Select Equity ETF | Owns companies we recommend for divestment | 3 | 8 | 7 | 11 | V | Large Blend |
| IDAAX | Delaware Sustainable Equity Income A | Owns companies we recommend for divestment | 3 | 13 | 9 | 13 | V | Large Value |
| IDAIX | Delaware Sustainable Equity Income I | Owns companies we recommend for divestment | 3 | 13 | 9 | 13 | V | Large Value |
| IDARX | Delaware Sustainable Equity Income R | Owns companies we recommend for divestment | 3 | 13 | 9 | 13 | V | Large Value |
| IDANX | Delaware Sustainable Equity Income R6 | Owns companies we recommend for divestment | 3 | 13 | 9 | 13 | V | Large Value |
| NETZ | Engine No. 1 Transform Climate ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | V | Large Blend |
| TTAI | FCF International Quality ETF | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | V | Foreign Large Blend |
| TTAC | FCF US Quality ETF | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | V | Large Blend |
| FWOAX | Fidelity Advisor® Women's Leadership A | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
| FWOCX | Fidelity Advisor® Women's Leadership C | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
| FWMNX | Fidelity Advisor® Women's Leadership I | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
| FWOEX | Fidelity Advisor® Women's Leadership M | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
| FWOZX | Fidelity Advisor® Women's Leadership Z | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
| FIDHX | Fidelity SAI Sustainable Future Fund | Owns companies we recommend for divestment | 3 | 4 | 7 | 10 | V | Large Blend |
| FWOMX | Fidelity® Women's Leadership | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
| FDWM | Fidelity® Women's Leadership ETF | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
| PXNIX | Impax International Sust Econ Instl | Owns companies we recommend for divestment | 3 | 2 | 8 | 5 | V | Foreign Large Blend |
| PXINX | Impax International Sust Econ Inv | Owns companies we recommend for divestment | 3 | 2 | 8 | 5 | V | Foreign Large Blend |
| USCL | iShares Climate Conscious &TrnMSCIUSAETF | Owns companies we recommend for divestment | 3 | 11 | 12 | 19 | V | Large Blend |
| PIODX | Pioneer A | Owns companies we recommend for divestment | 3 | 5 | 4 | 7 | V | Large Blend |
| PCODX | Pioneer C | Owns companies we recommend for divestment | 3 | 5 | 4 | 7 | V | Large Blend |
| PIOKX | Pioneer K | Owns companies we recommend for divestment | 3 | 5 | 4 | 7 | V | Large Blend |
| PIORX | Pioneer R | Owns companies we recommend for divestment | 3 | 5 | 4 | 7 | V | Large Blend |
| PYODX | Pioneer Y | Owns companies we recommend for divestment | 3 | 5 | 4 | 7 | V | Large Blend |
| PPIE | Putnam PanAgora ESG Intl Eq ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 6 | V | Foreign Large Blend |
| PRRWX | Putnam Sustainable Retirement 2035 A | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
| Putnam Sustainable Retirement 2035 B | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
| Putnam Sustainable Retirement 2035 C | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
| Putnam Sustainable Retirement 2035 R | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
| PADUX | Putnam Sustainable Retirement 2035 R3 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
| PADSX | Putnam Sustainable Retirement 2035 R4 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
| PADVX | Putnam Sustainable Retirement 2035 R5 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
| PREGX | Putnam Sustainable Retirement 2035 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
| PRRYX | Putnam Sustainable Retirement 2035 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
| PRRZX | Putnam Sustainable Retirement 2040 A | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 B | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 C | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 R | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
| PAAUX | Putnam Sustainable Retirement 2040 R3 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
| PAAYX | Putnam Sustainable Retirement 2040 R4 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
| PABTX | Putnam Sustainable Retirement 2040 R5 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
| PREHX | Putnam Sustainable Retirement 2040 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
| PRZZX | Putnam Sustainable Retirement 2040 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
| PRVLX | Putnam Sustainable Retirement 2045 A | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 B | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 C | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 R | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
| PACGX | Putnam Sustainable Retirement 2045 R3 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
| PACFX | Putnam Sustainable Retirement 2045 R4 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
| PACHX | Putnam Sustainable Retirement 2045 R5 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
| PREKX | Putnam Sustainable Retirement 2045 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
| PRVYX | Putnam Sustainable Retirement 2045 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
| PRRJX | Putnam Sustainable Retirement 2050 A | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
| Putnam Sustainable Retirement 2050 B | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
| Putnam Sustainable Retirement 2050 C | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
| PRRKX | Putnam Sustainable Retirement 2050 R | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
| PADWX | Putnam Sustainable Retirement 2050 R3 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
| PAEHX | Putnam Sustainable Retirement 2050 R4 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
| PAEJX | Putnam Sustainable Retirement 2050 R5 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
| PREUX | Putnam Sustainable Retirement 2050 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
| PRRUX | Putnam Sustainable Retirement 2050 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
| PRRFX | Putnam Sustainable Retirement 2055 A | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
| Putnam Sustainable Retirement 2055 B | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
| Putnam Sustainable Retirement 2055 C | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
| PRRVX | Putnam Sustainable Retirement 2055 R | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
| PAEOX | Putnam Sustainable Retirement 2055 R3 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
| PAEPX | Putnam Sustainable Retirement 2055 R4 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
| PAESX | Putnam Sustainable Retirement 2055 R5 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
| PREVX | Putnam Sustainable Retirement 2055 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
| PRTLX | Putnam Sustainable Retirement 2055 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
| PRTFX | Putnam Sustainable Retirement 2060 A | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| Putnam Sustainable Retirement 2060 B | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| Putnam Sustainable Retirement 2060 C | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| PRTRX | Putnam Sustainable Retirement 2060 R | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| PAEVX | Putnam Sustainable Retirement 2060 R3 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| PAEUX | Putnam Sustainable Retirement 2060 R4 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| PAEWX | Putnam Sustainable Retirement 2060 R5 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| PEFGX | Putnam Sustainable Retirement 2060 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| PRTYX | Putnam Sustainable Retirement 2060 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| PCJQX | Putnam Sustainable Retirement 2065 A | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJRX | Putnam Sustainable Retirement 2065 C | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJUX | Putnam Sustainable Retirement 2065 R | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJVX | Putnam Sustainable Retirement 2065 R3 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJWX | Putnam Sustainable Retirement 2065 R4 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJIX | Putnam Sustainable Retirement 2065 R5 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJYX | Putnam Sustainable Retirement 2065 R6 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJSX | Putnam Sustainable Retirement 2065 Y | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| TSOHX | TIAA-CREF Social Choice Intl Eq Advisor | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
| TSONX | TIAA-CREF Social Choice Intl Eq Instl | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
| TSOPX | TIAA-CREF Social Choice Intl Eq Prmr | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
| TSORX | TIAA-CREF Social Choice Intl Eq Retail | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
| TSOEX | TIAA-CREF Social Choice Intl Eq Retire | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
| TCCHX | TIAA-CREF Social Choice LwCrbn Eq Adv | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
| TNWCX | TIAA-CREF Social Choice LwCrbn Eq Instl | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
| TPWCX | TIAA-CREF Social Choice LwCrbn Eq Prmr | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
| TEWCX | TIAA-CREF Social Choice LwCrbn Eq Retire | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
| TLWCX | TIAA-CREF Social Choice LwCrbn Eq Retl | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
| VMAT | V-Shrs MSCI Wld ESG Mtrlty&CarbTrnstnETF | Owns companies we recommend for divestment | 3 | 9 | 15 | 13 | V | Global Large-Stock Blend |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 3 | 8 | 10 | 11 | V | Large Blend |
| RESD | WisdomTree International ESG | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | V | Foreign Large Blend |
| EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 3 | 2 | 12 | 5 | V | Foreign Large Blend |
| USCA | Xtrackers MSCI USA Clmt Actn Eq ETF | Owns companies we recommend for divestment | 3 | 11 | 12 | 19 | V | Large Blend |
| SNPG | Xtrackers S&P 500 Growth ESG ETF | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | V | Large Growth |
| SNPV | Xtrackers S&P 500 Value ESG ETF | Owns companies we recommend for divestment | 3 | 12 | 8 | 12 | V | Large Value |
| CDEI | Calvert US Large-Cp Div, Eq AndIncETF | Owns companies we recommend for divestment | 4 | 11 | 9 | 12 | V | Large Blend |
| FIDJX | Fidelity SAI Sustainable Sector Fund | Owns companies we recommend for divestment | 4 | 12 | 10 | 16 | V | Large Blend |
| ESGG | FlexShares STOXX Glbl ESG Select ETF | Owns companies we recommend for divestment | 4 | 16 | 25 | 18 | V | Global Large-Stock Blend |
| KRMA | Global X Conscious Companies ETF | Owns companies we recommend for divestment | 4 | 10 | 9 | 13 | V | Large Blend |
| XYLE | Global X S&P 500 ESG Covered Call ETF | Owns companies we recommend for divestment | 4 | 14 | 14 | 17 | V | Large Blend |
| GPAL | Goldman Sachs ActBt® P-A US Lg Cp Eq ETF | Owns companies we recommend for divestment | 4 | 15 | 11 | 20 | V | Large Blend |
| SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 4 | 9 | 12 | 13 | V | Large Blend |
| NUSC | Nuveen ESG Small-Cap ETF | Owns companies we recommend for divestment | 4 | 5 | 2 | 4 | V | Small Blend |
| EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 4 | 14 | 14 | 17 | V | Large Blend |
| TICHX | TIAA-CREF Social Choice Eq Advisor | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
| TISCX | TIAA-CREF Social Choice Eq Instl | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
| TRPSX | TIAA-CREF Social Choice Eq Premier | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
| TICRX | TIAA-CREF Social Choice Eq Retail | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
| TRSCX | TIAA-CREF Social Choice Eq Retire | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
| RESP | WisdomTree U.S. ESG ETF | Owns companies we recommend for divestment | 4 | 11 | 10 | 14 | V | Large Blend |
| SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 4 | 14 | 14 | 17 | V | Large Blend |
| MIDE | Xtrackers S&P MidCap 400 ESG ETF | Owns companies we recommend for divestment | 4 | 6 | 4 | 5 | V | Mid-Cap Blend |
| BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 5 | 5 | 16 | 8 | V | Foreign Large Blend |
| BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 5 | 5 | 16 | 8 | V | Foreign Large Blend |
| BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 5 | 5 | 16 | 8 | V | Foreign Large Blend |
| BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 5 | 12 | 14 | 17 | V | Large Blend |
| BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 5 | 12 | 14 | 17 | V | Large Blend |
| BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 5 | 12 | 14 | 17 | V | Large Blend |
| BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 5 | 12 | 14 | 17 | V | Large Blend |
| FITLX | Fidelity® U.S. Sustainability Index | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
| GCEQX | Green Century Equity Individual Investor | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | V | Large Growth |
| GCEUX | Green Century Equity Institutional | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | V | Large Growth |
| GMEYX | GuideStone Funds Impact Equity Instl | Owns companies we recommend for divestment | 5 | 7 | 11 | 8 | V | Global Large-Stock Growth |
| GMEZX | GuideStone Funds Impact Equity Inv | Owns companies we recommend for divestment | 5 | 7 | 11 | 8 | V | Global Large-Stock Growth |
| HESAX | Horizon ESG Defensive Core Adv | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
| HESGX | Horizon ESG Defensive Core Inv | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
| WOMN | Impact Shares YWCA Women's Empwrmt ETF | Owns companies we recommend for divestment | 5 | 12 | 11 | 15 | V | Large Blend |
| PXWIX | Impax Ellevate Global Women's Ldr Instl | Owns companies we recommend for divestment | 5 | 13 | 11 | 17 | V | Global Large-Stock Blend |
| PXWEX | Impax Ellevate Global Women's Ldr Inv | Owns companies we recommend for divestment | 5 | 13 | 11 | 17 | V | Global Large-Stock Blend |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 10 | V | Small Blend |
| SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
| DSI | iShares MSCI KLD 400 Social ETF | Owns companies we recommend for divestment | 5 | 11 | 12 | 15 | V | Large Blend |
| PABU | iShares Paris-Aligned Clmt MSCI USA ETF | Owns companies we recommend for divestment | 5 | 8 | 13 | 17 | V | Large Growth |
| XVV | iShares® ESG Screened S&P 500 ETF | Owns companies we recommend for divestment | 5 | 18 | 18 | 23 | V | Large Blend |
| MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 5 | 6 | 15 | 10 | V | Foreign Large Blend |
| MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 5 | 6 | 15 | 10 | V | Foreign Large Blend |
| NZUS | SPDR MSCI USA Climate Paris Aligned ETF | Owns companies we recommend for divestment | 5 | 7 | 12 | 18 | V | Large Growth |
| VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 5 | 16 | 16 | 23 | V | Large Blend |
| VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 5 | 16 | 16 | 23 | V | Large Blend |
| USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
| DAABX | DFA US Sustainability Targeted Val Instl | Owns companies we recommend for divestment | 6 | 4 | 9 | 8 | V | Small Value |
| FNIDX | Fidelity® Intl Sustainability Idx | Owns companies we recommend for divestment | 6 | 2 | 17 | 6 | V | Foreign Large Blend |
| NACP | Impact Shares NAACP Minority Empwrmt ETF | Owns companies we recommend for divestment | 6 | 11 | 16 | 20 | V | Large Blend |
| ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 6 | 5 | 8 | 10 | V | Large Blend |
| USXF | iShares® ESG Advanced MSCI USA ETF | Owns companies we recommend for divestment | 6 | 9 | 7 | 13 | V | Large Growth |
| XJH | iShares® ESG Screened S&P Mid-Cap ETF | Owns companies we recommend for divestment | 6 | 7 | 6 | 8 | V | Mid-Cap Blend |
| REQAX | Russell Inv Sustainable Equity A | Owns companies we recommend for divestment | 6 | 12 | 21 | 18 | V | Large Blend |
| REQCX | Russell Inv Sustainable Equity C | Owns companies we recommend for divestment | 6 | 12 | 21 | 18 | V | Large Blend |
| REQTX | Russell Inv Sustainable Equity S | Owns companies we recommend for divestment | 6 | 12 | 21 | 18 | V | Large Blend |
| REUYX | Russell Inv Sustainable Equity Y | Owns companies we recommend for divestment | 6 | 12 | 21 | 18 | V | Large Blend |
| LCTU | BlackRock US Carbon Transition Rdnss ETF | Owns companies we recommend for divestment | 7 | 16 | 22 | 21 | V | Large Blend |
| CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 7 | 9 | 14 | 17 | V | Large Growth |
| CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 7 | 9 | 14 | 17 | V | Large Growth |
| CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 7 | 9 | 14 | 17 | V | Large Growth |
| FNDMX | Fidelity® Series Sust Non-US Dev Mrkt Fd | Owns companies we recommend for divestment | 7 | 4 | 12 | 11 | V | Foreign Large Blend |
| EVUS | iShares ESG Aware MSCI USA Value ETF | Owns companies we recommend for divestment | 7 | 11 | 12 | 15 | V | Large Value |
| MBAPX | Praxis Genesis Balanced A | Owns companies we recommend for divestment | 7 | 23 | 32 | 33 | V | Moderate Allocation |
| MGAFX | Praxis Genesis Growth A | Owns companies we recommend for divestment | 7 | 23 | 32 | 33 | V | Moderately Aggressive Allocation |
| VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 7 | 4 | 17 | 5 | V | Foreign Large Blend |
| LCTD | BlackRock World ex US Cbn Tnstn Rdns ETF | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | V | Foreign Large Blend |
| CFJAX | Calvert US Large Cap Value Rspnb Idx A | Owns companies we recommend for divestment | 8 | 20 | 9 | 20 | V | Large Value |
| CFJIX | Calvert US Large Cap Value Rspnb Idx I | Owns companies we recommend for divestment | 8 | 20 | 9 | 20 | V | Large Value |
| CLVRX | Calvert US Large Cap Value Rspnb Idx R6 | Owns companies we recommend for divestment | 8 | 20 | 9 | 20 | V | Large Value |
| HKND | Humankind US Stock ETF | Owns companies we recommend for divestment | 8 | 24 | 12 | 26 | V | Large Value |
| ESGD | iShares ESG Aware MSCI EAFE ETF | Owns companies we recommend for divestment | 8 | 5 | 17 | 11 | V | Foreign Large Blend |
| ESGU | iShares ESG Aware MSCI USA ETF | Owns companies we recommend for divestment | 8 | 16 | 19 | 22 | V | Large Blend |
| JCTR | JPMorgan Carbon Transition US Eq ETF | Owns companies we recommend for divestment | 8 | 13 | 17 | 22 | V | Large Blend |
| TLACX | Transamerica Large Core ESG A | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
| TLATX | Transamerica Large Core ESG I3 | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
| TLARX | Transamerica Large Core ESG R | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
| TLAFX | Transamerica Large Core ESG R4 | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
| Transamerica Large Core ESG R6 | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
| CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 9 | 10 | 9 | 14 | V | Mid-Cap Blend |
| CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 9 | 10 | 9 | 14 | V | Mid-Cap Blend |
| CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 9 | 10 | 9 | 14 | V | Mid-Cap Blend |
| CVMC | Calvert US Mid-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 9 | 10 | 9 | 14 | V | Mid-Cap Blend |
| IQSI | IQ Candriam International Equity ETF | Owns companies we recommend for divestment | 9 | 4 | 20 | 6 | V | Foreign Large Blend |
| NSRIX | Northern Global Sustainability Index I | Owns companies we recommend for divestment | 9 | 12 | 20 | 21 | V | Global Large-Stock Blend |
| NSRKX | Northern Global Sustainability Index K | Owns companies we recommend for divestment | 9 | 12 | 20 | 21 | V | Global Large-Stock Blend |
| USAWX | Victory Sustainable World | Owns companies we recommend for divestment | 9 | 13 | 17 | 18 | V | Global Large-Stock Blend |
| USWGX | Victory Sustainable World A | Owns companies we recommend for divestment | 9 | 13 | 17 | 18 | V | Global Large-Stock Blend |
| UIWGX | Victory Sustainable World Institutional | Owns companies we recommend for divestment | 9 | 13 | 17 | 18 | V | Global Large-Stock Blend |
| CVIE | Calvert International Responsible ETF | Owns companies we recommend for divestment | 10 | 5 | 17 | 8 | V | Foreign Large Blend |
| CDHAX | Calvert International Responsible Idx A | Owns companies we recommend for divestment | 10 | 5 | 18 | 7 | V | Foreign Large Blend |
| CDHIX | Calvert International Responsible Idx I | Owns companies we recommend for divestment | 10 | 5 | 18 | 7 | V | Foreign Large Blend |
| CDHRX | Calvert International Responsible Idx R6 | Owns companies we recommend for divestment | 10 | 5 | 18 | 7 | V | Foreign Large Blend |
| SHE | SPDR® MSCI USA Gender Diversity ETF | Owns companies we recommend for divestment | 10 | 15 | 13 | 19 | V | Large Blend |
| ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 10 | 23 | 24 | 30 | V | Large Blend |
| CSXAX | Calvert US Large Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 11 | 24 | 20 | 32 | V | Large Blend |
| CSXCX | Calvert US Large Cap Core Rspnb Idx C | Owns companies we recommend for divestment | 11 | 24 | 20 | 32 | V | Large Blend |
| CISIX | Calvert US Large Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 11 | 24 | 20 | 32 | V | Large Blend |
| CSXRX | Calvert US Large Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 11 | 24 | 20 | 32 | V | Large Blend |
| CVLC | Calvert US Large-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 11 | 24 | 20 | 32 | V | Large Blend |
| FYMAX | Fidelity Advisor® Sustainable Mlt-Ast A | Owns companies we recommend for divestment | 12 | 16 | 29 | 27 | V | Moderately Aggressive Allocation |
| FYMCX | Fidelity Advisor® Sustainable Mlt-Ast C | Owns companies we recommend for divestment | 12 | 16 | 29 | 27 | V | Moderately Aggressive Allocation |
| FYMIX | Fidelity Advisor® Sustainable Mlt-Ast I | Owns companies we recommend for divestment | 12 | 16 | 29 | 27 | V | Moderately Aggressive Allocation |
| FYMMX | Fidelity Advisor® Sustainable Mlt-Ast M | Owns companies we recommend for divestment | 12 | 16 | 29 | 27 | V | Moderately Aggressive Allocation |
| FYMRX | Fidelity Sustainable Multi-Asset Retail | Owns companies we recommend for divestment | 12 | 16 | 29 | 27 | V | Moderately Aggressive Allocation |
| NZAC | SPDR® MSCI ACWI Climate Paris AlignedETF | Owns companies we recommend for divestment | 13 | 21 | 23 | 34 | V | Global Large-Stock Blend |
| VDNI | V-Shares US Leadership Diversity ETF | Owns companies we recommend for divestment | 13 | 16 | 15 | 28 | V | Large Blend |
| AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 15 | 24 | 27 | 40 | V | Large Blend |
| VOTE | Engine No. 1 Transform 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 33 | V | Large Blend |
| FSUMX | Fidelity® Series Sustainable U.S. Market | Owns companies we recommend for divestment | 16 | 22 | 26 | 33 | V | Large Blend |
| CRBN | iShares MSCI ACWI Low Carbon Target ETF | Owns companies we recommend for divestment | 17 | 25 | 30 | 38 | V | Global Large-Stock Blend |
| AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 18 | 6 | 38 | 12 | V | Foreign Large Blend |
| CAAAX | Calvert Growth Allocation A | Owns companies we recommend for divestment | 21 | 29 | 41 | 40 | V | Aggressive Allocation |
| CAACX | Calvert Growth Allocation C | Owns companies we recommend for divestment | 21 | 29 | 41 | 40 | V | Aggressive Allocation |
| CAGIX | Calvert Growth Allocation I | Owns companies we recommend for divestment | 21 | 29 | 41 | 40 | V | Aggressive Allocation |
| CGARX | Calvert Growth Allocation R6 | Owns companies we recommend for divestment | 21 | 29 | 41 | 40 | V | Aggressive Allocation |
| CMAAX | Calvert Moderate Allocation A | Owns companies we recommend for divestment | 21 | 30 | 41 | 41 | V | Moderate Allocation |
| CMACX | Calvert Moderate Allocation C | Owns companies we recommend for divestment | 21 | 30 | 41 | 41 | V | Moderate Allocation |
| CLAIX | Calvert Moderate Allocation I | Owns companies we recommend for divestment | 21 | 30 | 41 | 41 | V | Moderate Allocation |
| CAMRX | Calvert Moderate Allocation R6 | Owns companies we recommend for divestment | 21 | 30 | 41 | 41 | V | Moderate Allocation |
| DFSU | Dimensional US Sustainability Core 1 ETF | Owns companies we recommend for divestment | 21 | 26 | 33 | 44 | V | Large Blend |
| NSFEX | Natixis Sustainable Future 2025 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2025 |
| NSFFX | Natixis Sustainable Future 2030 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2030 |
| NSFGX | Natixis Sustainable Future 2035 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2035 |
| NSFHX | Natixis Sustainable Future 2040 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2040 |
| NSFJX | Natixis Sustainable Future 2045 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2045 |
| NSFKX | Natixis Sustainable Future 2050 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2050 |
| NSFLX | Natixis Sustainable Future 2055 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2055 |
| NSFMX | Natixis Sustainable Future 2060 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2060 |
| NSFOX | Natixis Sustainable Future 2065 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2065+ |
| DFSIX | DFA US Sustainability Core 1 | Owns companies we recommend for divestment | 22 | 27 | 34 | 46 | V | Large Blend |
| EAOA | iShares ESG Aware Aggressive Allc ETF | Owns companies we recommend for divestment | 23 | 28 | 45 | 43 | V | Moderately Aggressive Allocation |
| EAOR | iShares ESG Aware Growth Allc ETF | Owns companies we recommend for divestment | 23 | 28 | 45 | 43 | V | Moderate Allocation |
| VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 24 | 6 | 47 | 7 | V | Foreign Large Blend |
| DFSI | Dimensional International Sstby Cr 1 ETF | Owns companies we recommend for divestment | 26 | 6 | 60 | 15 | V | Foreign Large Blend |
| MMAEX | MainStay ESG Multi-Asset Alloc A | Owns companies we recommend for divestment | 27 | 34 | 56 | 47 | V | Moderate Allocation |
| MMCEX | MainStay ESG Multi-Asset Alloc C | Owns companies we recommend for divestment | 27 | 34 | 56 | 47 | V | Moderate Allocation |
| MMTEX | MainStay ESG Multi-Asset Alloc I | Owns companies we recommend for divestment | 27 | 34 | 56 | 47 | V | Moderate Allocation |
| MMREX | MainStay ESG Multi-Asset Alloc R3 | Owns companies we recommend for divestment | 27 | 34 | 56 | 47 | V | Moderate Allocation |
| MMPEX | MainStay ESG Multi-Asset Alloc Simple | Owns companies we recommend for divestment | 27 | 34 | 56 | 47 | V | Moderate Allocation |
| DFSPX | DFA Intl Sustainability Core 1 | Owns companies we recommend for divestment | 30 | 10 | 64 | 18 | V | Foreign Large Blend |
| IRBA | iM RBA Responsible Global Allocation ETF | Owns companies we recommend for divestment | 32 | 21 | 69 | 30 | V | Global Allocation |
| LENIX | BlackRock LifePath ESG Index 2030 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2030 |
| LENAX | BlackRock LifePath ESG Index 2030 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2030 |
| LENKX | BlackRock LifePath ESG Index 2030 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2030 |
| LEJIX | BlackRock LifePath ESG Index 2035 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2035 |
| LEJAX | BlackRock LifePath ESG Index 2035 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2035 |
| LEJKX | BlackRock LifePath ESG Index 2035 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2035 |
| LEKIX | BlackRock LifePath ESG Index 2040 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2040 |
| LEKAX | BlackRock LifePath ESG Index 2040 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2040 |
| LEKKX | BlackRock LifePath ESG Index 2040 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2040 |
| LEHIX | BlackRock LifePath ESG Index 2045 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2045 |
| LEHAX | BlackRock LifePath ESG Index 2045 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2045 |
| LEHKX | BlackRock LifePath ESG Index 2045 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2045 |
| LEGIX | BlackRock LifePath ESG Index 2050 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2050 |
| LEBAX | BlackRock LifePath ESG Index 2050 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2050 |
| LEPKX | BlackRock LifePath ESG Index 2050 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2050 |
| LEEIX | BlackRock LifePath ESG Index 2055 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2055 |
| LEVAX | BlackRock LifePath ESG Index 2055 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2055 |
| LEVKX | BlackRock LifePath ESG Index 2055 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2055 |
| LEZIX | BlackRock LifePath ESG Index 2060 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2060 |
| LEZAX | BlackRock LifePath ESG Index 2060 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2060 |
| LEZKX | BlackRock LifePath ESG Index 2060 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2060 |
| LEWIX | BlackRock LifePath ESG Index 2065 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2065+ |
| LEWAX | BlackRock LifePath ESG Index 2065 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2065+ |
| LEWKX | BlackRock LifePath ESG Index 2065 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2065+ |
| PAXIX | Impax Sustainable Allocation Instl | Owns companies we recommend for divestment | 54 | 33 | 93 | 47 | V | Moderate Allocation |
| PAXWX | Impax Sustainable Allocation Inv | Owns companies we recommend for divestment | 54 | 33 | 93 | 47 | V | Moderate Allocation |
| ACEAX | AB All China Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| ACEYX | AB All China Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| WPASX | AB Concentrated Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSGX | AB Concentrated Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPCSX | AB Concentrated Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSIX | AB Concentrated Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSKX | AB Concentrated Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPRSX | AB Concentrated Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSZX | AB Concentrated Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| SNEMX | AB Emerging Markets | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ABAEX | AB Emerging Markets Multi-Asset A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| ABCEX | AB Emerging Markets Multi-Asset C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| ABIEX | AB Emerging Markets Multi-Asset I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| ABKEX | AB Emerging Markets Multi-Asset K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| ABREX | AB Emerging Markets Multi-Asset R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| ABZEX | AB Emerging Markets Multi-Asset Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GCEAX | AB Global Core Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Global Large-Stock Blend |
| GCEYX | AB Global Core Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Global Large-Stock Blend |
| GCECX | AB Global Core Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Global Large-Stock Blend |
| 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 |
| AGRFX | AB Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| AGRYX | AB Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| AGRCX | AB Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| AGFIX | AB Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| AGFKX | AB Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| AGFRX | AB Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| ABVAX | AB Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
| ABVYX | AB Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
| ABVCX | AB Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
| ABVIX | AB Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
| ABVKX | AB Value K | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
| ABVRX | AB Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
| ADKSX | Adirondack Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AKRIX | Akre Focus Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| AKREX | Akre Focus Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| AKRSX | Akre Focus Supra Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| ENFR | Alerian Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AMLP | Alerian MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| ATFV | Alger 35 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Large Growth |
| ATVPX | Alger 35 Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Large Growth |
| ACAAX | Alger Capital Appreciation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| ALCCX | Alger Capital Appreciation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| ALARX | Alger Capital Appreciation Instl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| ACARX | Alger Capital Appreciation Instl R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| ACAYX | Alger Capital Appreciation Instl Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| ACIZX | Alger Capital Appreciation Instl Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| ALVOX | Alger Capital Appreciation Ptfl I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| Alger Capital Appreciation S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| ACAZX | Alger Capital Appreciation Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| AAEMX | Alger Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACEMX | Alger Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AIEMX | Alger Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AZEMX | Alger Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ALAFX | Alger Focus Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| ALCFX | Alger Focus Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| ALGRX | Alger Focus Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| ALGYX | Alger Focus Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| ALZFX | Alger Focus Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| CHUSX | Alger Global Focus A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
| CHUCX | Alger Global Focus C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
| AFGIX | Alger Global Focus I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
| AFGZX | Alger Global Focus Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
| AHSAX | Alger Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| AHSCX | Alger Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| AHSZX | Alger Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| ALGAX | Alger International Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| AFGPX | Alger International Focus B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| ALGCX | Alger International Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| AIGIX | Alger International Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| ALCZX | Alger International Focus Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| AMGAX | Alger Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
| AMCGX | Alger Mid Cap Growth B | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
| AMGCX | Alger Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
| AMGOX | Alger Mid Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
| ALMRX | Alger Mid Cap Growth Institutional I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
| AGIRX | Alger Mid Cap Growth Institutional R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
| AMCZX | Alger Mid Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
| ALMZX | Alger MidCap Growth Institutional Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
| ALSAX | Alger Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
| ALSCX | Alger Small Cap Growth B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
| AGSCX | Alger Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
| AASOX | Alger Small Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
| ALSRX | Alger Small Cap Growth Institutional I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
| ASIRX | Alger Small Cap Growth Institutional R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
| ASCYX | Alger Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
| ASCZX | Alger Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
| AISZX | Alger SmallCap Growth Institutional Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
| SPECX | Alger Spectra A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
| ASPCX | Alger Spectra C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
| ASPIX | Alger Spectra I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
| ASPYX | Alger Spectra Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
| ASPZX | Alger Spectra Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
| AWEG | Alger Weatherbie Enduring Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| AAMOX | Alger Weatherbie Specialized Gr Prt I-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALMAX | Alger Weatherbie Specialized Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALMCX | Alger Weatherbie Specialized Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASIMX | Alger Weatherbie Specialized Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASYMX | Alger Weatherbie Specialized Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASMZX | Alger Weatherbie Specialized Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CBEAX | Allspring C&B Large Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
| CBLLX | Allspring C&B Large Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
| CBECX | Allspring C&B Large Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
| CBLSX | Allspring C&B Large Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
| CBEJX | Allspring C&B Large Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
| CBMAX | Allspring C&B Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | 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 | 1 | 1 | 1 | 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 | 1 | 1 | 1 | 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 | 1 | 1 | 1 | 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 | 1 | 1 | 1 | X | Mid-Cap Value |
| WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| 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 |
| 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 |
| SGRAX | Allspring Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| SGRKX | Allspring Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| WGFCX | Allspring Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| SGRNX | Allspring Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| SGRHX | Allspring Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| STAFX | Allspring Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| STDFX | Allspring Large Cap Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| STOFX | Allspring Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| STNFX | Allspring Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| STFFX | Allspring Large Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| ACBEX | Allspring Managed Account Crb Em Cor Em | 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 |
| EKJAX | Allspring Premier Large Co Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| WFPDX | Allspring Premier Large Co Gr Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| EKJCX | Allspring Premier Large Co Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| EKJYX | Allspring Premier Large Co Gr Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| EKJFX | Allspring Premier Large Co Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| Allspring U.S. REIT Portfolio | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| REIT | ALPS Active REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EDOG | ALPS Emerging Sector Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JRNY | ALPS Global Travel Beneficiaries ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Consumer Cyclical |
| IDOG | ALPS International Sector Div Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| SBIO | ALPS Medical Breakthroughs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| 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 |
| RDOG | ALPS REIT Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SDOG | ALPS Sector Dividend Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Large Value |
| BWLAX | American Beacon Bridgeway Lg Cp Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
| BWLCX | American Beacon Bridgeway Lg Cp Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
| BWLIX | American Beacon Bridgeway Lg Cp Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
| BRLVX | American Beacon Bridgeway Lg Cp Val R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
| BWLRX | American Beacon Bridgeway Lg Cp Val R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
| BWLYX | American Beacon Bridgeway Lg Cp Val Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
| TIVFX | American Beacon EAM Int Small Cap Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
| TOVIX | American Beacon EAM Int Small Cap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
| TOVYX | American Beacon EAM Int Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
| SHXAX | American Beacon Shapiro Equity Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
| SHXCX | American Beacon Shapiro Equity Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
| SHXPX | American Beacon Shapiro Equity Opps Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
| SHXIX | American Beacon Shapiro Equity Opps R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
| SHXYX | American Beacon Shapiro Equity Opps Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
| SHEAX | American Beacon Shapiro SMID Cap Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| SHDCX | American Beacon Shapiro SMID Cap Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| SHDPX | American Beacon Shapiro SMID Cap Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| SHDIX | American Beacon Shapiro SMID Cap Eq R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| SHDRX | American Beacon Shapiro SMID Cap Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| SHDYX | American Beacon Shapiro SMID Cap Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| 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 |
| AECSX | American Century Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FDG | American Century Foc Dynmc Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| AGGRX | American Century Focused Global Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AGLCX | American Century Focused Global Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AGGIX | American Century Focused Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| TWGGX | American Century Focused Global Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AGORX | American Century Focused Global Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AGFGX | American Century Focused Global Gr R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AGGDX | American Century Focused Global Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AGYGX | American Century Focused Global Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AGCLX | American Century Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCHX | American Century Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCSX | American Century Global Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCVX | American Century Global Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCWX | American Century Global Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCTX | American Century Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AIVOX | American Century International Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| AIOCX | American Century International Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| ACIOX | American Century International Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| AIOIX | American Century International Opps Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| AIORX | American Century International Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
| ANVLX | American Century Non-US Intrs Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANTGX | American Century Non-US Intrs Val G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANVHX | American Century Non-US Intrs Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANVRX | American Century Non-US Intrs Val R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANTUX | American Century Non-US IntrsVal Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REAIX | American Century Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REACX | American Century Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TWCAX | American Century Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ACSLX | American Century Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| TWSIX | American Century Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| TWCIX | American Century Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASERX | American Century Select R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASLGX | American Century Select R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASLWX | American Century Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| 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 |
| ANOAX | American Century Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| ANOCX | American Century Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| ANOHX | American Century Small Cap Growth G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| ANONX | American Century Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| ANOIX | American Century Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| ANORX | American Century Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| ANOGX | American Century Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| ANODX | American Century Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| ANOYX | American Century Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| ACSCX | American Century Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVNX | American Century Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVHX | American Century Small Cap Value G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ACVIX | American Century Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVIX | American Century Small Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVRX | American Century Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVGX | American Century Small Cap Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVDX | American Century Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVYX | American Century Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| 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 |
| TWUAX | American Century Ultra® A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| BULIX | American Century Utilities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Utilities |
| TLESX | AMG GW&K Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TLEVX | AMG GW&K Emerging Markets Equity N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TLEIX | AMG GW&K Emerging Markets Equity Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TYWSX | AMG GW&K Emerging Wealth Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TYWVX | AMG GW&K Emerging Wealth Equity N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TYWIX | AMG GW&K Emerging Wealth Equity Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MBESX | AMG GW&K Global Allocation Fund Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Allocation |
| MBEAX | AMG GW&K Global Allocation Fund Class N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Allocation |
| MBEYX | AMG GW&K Global Allocation Fund Class Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Allocation |
| MECIX | AMG GW&K International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| MECAX | AMG GW&K International Small Cap N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| MECZX | AMG GW&K International Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GWEIX | AMG GW&K Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| GWETX | AMG GW&K Small Cap Core N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| GWEZX | AMG GW&K Small Cap Core Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| SKSIX | AMG GW&K Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| SKSEX | AMG GW&K Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| SKSZX | AMG GW&K Small Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| MCGIX | AMG Montrusco Bolton Large Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| MCGFX | AMG Montrusco Bolton Large Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| MEQFX | AMG River Road Large Cap Value Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 2 | X | Large Blend |
| FQUAX | AMG River Road Large Cap Value Select N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 2 | X | Large Blend |
| ABMIX | AMG River Road Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| CHTTX | AMG River Road Mid Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| ABIZX | AMG River Road Mid Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| TQEIX | AMG TimesSquare Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TQENX | AMG TimesSquare Emerging Mkts Sm Cp N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TQEZX | AMG TimesSquare Emerging Mkts Sm Cp Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TQTIX | AMG TimesSquare International SmallCap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TCMPX | AMG TimesSquare International SmallCap N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TCMIX | AMG TimesSquare International SmallCap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TSQIX | AMG TimesSquare Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSCPX | AMG TimesSquare Small Cap Growth N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSCIX | AMG TimesSquare Small Cap Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSEIX | AMG Veritas Asia Pacific I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MGSEX | AMG Veritas Asia Pacific N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MIMFX | AMG Veritas China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MMCFX | AMG Veritas China N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| YFSIX | AMG Yacktman Global I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Value |
| YFSNX | AMG Yacktman Global N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Value |
| YASSX | AMG Yacktman Special Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| YASLX | AMG Yacktman Special Opportunities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| YYY | Amplify High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical 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 |
| ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| 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 |
| APDRX | Artisan Global Opportunities Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Growth |
| APHRX | Artisan Global Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Growth |
| ARTRX | Artisan Global Opportunities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Growth |
| 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 |
| APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| 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 |
| AVRE | Avantis Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BCANX | Baillie Gifford China A Shares Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BCAKX | Baillie Gifford China A Shares K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGCBX | Baillie Gifford China Equities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGCDX | Baillie Gifford China Equities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGPTX | Baillie Gifford Developed EAFE All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGPFX | Baillie Gifford Developed EAFE All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BSGPX | Baillie Gifford Developed EAFE All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGPKX | Baillie Gifford Developed EAFE All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCWX | Baillie Gifford EAFE Plus All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGCJX | Baillie Gifford EAFE Plus All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGCSX | Baillie Gifford EAFE Plus All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BKGCX | Baillie Gifford EAFE Plus All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGATX | Baillie Gifford Global Alpha Equities 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| BGAEX | Baillie Gifford Global Alpha Equities 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| BGALX | Baillie Gifford Global Alpha Equities 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| BGASX | Baillie Gifford Global Alpha Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| BGAKX | Baillie Gifford Global Alpha Equities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| 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 |
| BGETX | Baillie Gifford International Growth 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEUX | Baillie Gifford International Growth 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEFX | Baillie Gifford International Growth 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEVX | Baillie Gifford International Growth 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGESX | Baillie Gifford International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEKX | Baillie Gifford International Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BTLSX | Baillie Gifford Intl Concntr Gr EqsInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BTLKX | Baillie Gifford Intl Concntr Gr EqsK | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BICIX | Baillie Gifford Intl Smlr Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BICKX | Baillie Gifford Intl Smlr Coms K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BGLTX | Baillie Gifford Long Term Global Gr 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BGLFX | Baillie Gifford Long Term Global Gr 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BSGLX | Baillie Gifford Long Term Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BGLKX | Baillie Gifford Long Term Global Gr K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BGGSX | Baillie Gifford US Equity Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| BGGKX | Baillie Gifford US Equity Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| BDAIX | Baron Durable Advantage Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| BDAUX | Baron Durable Advantage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| BDAFX | Baron Durable Advantage Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| BEXIX | Baron Emerging Markets Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BEXUX | Baron Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BEXFX | Baron Emerging Markets Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BFTIX | Baron Fifth Avenue Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| BFTUX | Baron Fifth Avenue Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| BFTHX | Baron Fifth Avenue Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| BFIIX | Baron FinTech Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFIUX | Baron FinTech R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFINX | Baron FinTech Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFGIX | Baron Focused Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BFGUX | Baron Focused Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BFGFX | Baron Focused Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BGAIX | Baron Global Advantage Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGLUX | Baron Global Advantage R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGAFX | Baron Global Advantage Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock 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 |
| BHCHX | Baron Health Care Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BHCUX | Baron Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BHCFX | Baron Health Care Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BINIX | Baron International Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
| BIGUX | Baron International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
| BIGFX | Baron International Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
| BNAIX | Baron New Asia Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| BNAUX | Baron New Asia R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| BNAFX | Baron New Asia Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| BIOIX | Baron Opportunity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BIOUX | Baron Opportunity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BIOPX | Baron Opportunity Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BPTIX | Baron Partners Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BPTUX | Baron Partners R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BPTRX | Baron Partners Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BRIIX | Baron Real Estate Income Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRIUX | Baron Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRIFX | Baron Real Estate Income Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREIX | Baron Real Estate Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREUX | Baron Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREFX | Baron Real Estate Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BSFIX | Baron Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSCUX | Baron Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSCFX | Baron Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BTECX | Baron Technology Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| BTEUX | Baron Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| BTEEX | Baron Technology Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BLSKX | BlackRock Advantage Emerging Mkts K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MAFGX | BlackRock Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| MDFGX | BlackRock Capital Appreciation Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| MCFGX | BlackRock Capital Appreciation Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| MRFGX | BlackRock Capital Appreciation R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| 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 |
| MADCX | BlackRock Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDDCX | BlackRock Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCDCX | BlackRock Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MKDCX | BlackRock Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MAEFX | BlackRock EuroFund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
| MDEFX | BlackRock EuroFund Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
| MCEFX | BlackRock EuroFund Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
| MKEFX | BlackRock Eurofund K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
| MREFX | BlackRock EuroFund R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
| BPAY | BlackRock Future Financial and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Technology |
| BMED | BlackRock Future Health ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BTEK | BlackRock Future Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Technology |
| SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| MAFOX | BlackRock Large Cap Focus Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| MDFOX | BlackRock Large Cap Focus Growth Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| MCFOX | BlackRock Large Cap Focus Growth Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| MKFOX | BlackRock Large Cap Focus Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| BIREX | BlackRock Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BAREX | BlackRock Real Estate Securities Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BCREX | BlackRock Real Estate Securities Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MAEGX | BlackRock Unconstrained Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
| MDEGX | BlackRock Unconstrained Equity Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
| MCEGX | BlackRock Unconstrained Equity Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
| MREGX | BlackRock Unconstrained Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
| BKCI | BNY Mellon Concentrated Internatnl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| DRLAX | BNY Mellon Developed Markets RE Scs - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DGBCX | BNY Mellon Developed Markets RE Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLIX | BNY Mellon Developed Markets RE Scs - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLYX | BNY Mellon Developed Markets RE Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DGEAX | BNY Mellon Global Emerging Mkts - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGECX | BNY Mellon Global Emerging Mkts - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGIEX | BNY Mellon Global Emerging Mkts - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGEYX | BNY Mellon Global Emerging Mkts - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BKGI | BNY Mellon Global Infras Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| DGLAX | BNY Mellon Global Stock - A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| DGLCX | BNY Mellon Global Stock - C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| DGLRX | BNY Mellon Global Stock - I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| DGLYX | BNY Mellon Global Stock - Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| BKIV | BNY Mellon Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Large Growth |
| DISAX | BNY Mellon International Stock Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DISCX | BNY Mellon International Stock Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DISRX | BNY Mellon International Stock Fund I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DISYX | BNY Mellon International Stock Fund Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DREVX | BNY Mellon Large Cap Securities Inc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| DNLAX | BNY Mellon Natural Resources A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| DLDCX | BNY Mellon Natural Resources C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| DLDRX | BNY Mellon Natural Resources I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| DLDYX | BNY Mellon Natural Resources Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| DWOAX | BNY Mellon Research Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| DWOCX | BNY Mellon Research Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| DWOIX | BNY Mellon Research Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| DRYQX | BNY Mellon Research Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| DREQX | BNY Mellon Research Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| DBMAX | BNY Mellon Sm/Md Cp Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| DBMCX | BNY Mellon Sm/Md Cp Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| SDSCX | BNY Mellon Sm/Md Cp Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| DBMYX | BNY Mellon Sm/Md Cp Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| DBMZX | BNY Mellon Sm/Md Cp Gr Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| SSETX | BNY Mellon Small Cap Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| SSYGX | BNY Mellon Small Cap Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| DTGRX | BNY Mellon Technology Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
| DTGCX | BNY Mellon Technology Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
| DGVRX | BNY Mellon Technology Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
| DTEYX | BNY Mellon Technology Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
| DPUAX | BNY Mellon US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
| DPUCX | BNY Mellon US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
| DPUIX | BNY Mellon US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
| DPUYX | BNY Mellon US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
| LEGDX | BrandywineGLOBAL - Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LEGEX | BrandywineGLOBAL - Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LEGFX | BrandywineGLOBAL - Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LEGGX | BrandywineGLOBAL - Small Cap Value Is | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LEGHX | BrandywineGLOBAL - Small Cap Value R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| BIAVX | Brown Advisory Beutel GoodmanLg-CpValInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Large Value |
| BVALX | Brown Advisory BeutelGoodmanLg-CpValInst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Large Value |
| BAQAX | Brown Advisory Emgerg Mkts Select Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BAFQX | Brown Advisory Emgerg Mkts Select Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BIAQX | Brown Advisory Emgerg Mkts Select Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BADAX | Brown Advisory Equity Income Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
| BAFDX | Brown Advisory Equity Income Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
| BIADX | Brown Advisory Equity Income Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
| BAFAX | Brown Advisory Flexible Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
| BAFFX | Brown Advisory Flexible Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
| BIAFX | Brown Advisory Flexible Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
| BAGAX | Brown Advisory Growth Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| BAFGX | Brown Advisory Growth Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| BIAGX | Brown Advisory Growth Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| 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 |
| 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 |
| CWSIX | Carillon Chartwell Small Cap Value Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| 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 |
| CSSAX | Carillon Scout Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| CSSJX | Carillon Scout Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| UMBHX | Carillon Scout Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| CSSQX | Carillon Scout Small Cap R-3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| CSSSX | Carillon Scout Small Cap R-5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| CSSVX | Carillon Scout Small Cap R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| CSSWX | Carillon Scout Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| CEMIX | Causeway Emerging Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| CEMVX | Causeway Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| CIISX | Causeway International Small Cap Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| CVISX | Causeway International Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| CIPMX | Champlain Mid Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| CIPIX | Champlain Mid Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| CIPSX | Champlain Small Company Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CIPNX | Champlain Small Company Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | 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 |
| LMSAX | ClearBridge Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMASX | ClearBridge Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LGASX | ClearBridge Small Cap FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| 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 |
| LMNSX | ClearBridge Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LISGX | ClearBridge Small Cap IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMARX | ClearBridge Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| DVFAX | Cohen & Steers Alternative Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
| DVFCX | Cohen & Steers Alternative Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
| DVFIX | Cohen & Steers Alternative Inc I | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
| DVFRX | Cohen & Steers Alternative Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
| DVFZX | Cohen & Steers Alternative Inc Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
| CSUAX | Cohen & Steers Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSUCX | Cohen & Steers Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSUIX | Cohen & Steers Global Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSURX | Cohen & Steers Global Infrastructure R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSUZX | Cohen & Steers Global Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSFAX | Cohen & Steers Global Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSFCX | Cohen & Steers Global Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSSPX | Cohen & Steers Global Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GRSRX | Cohen & Steers Global Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSFZX | Cohen & Steers Global Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSRIX | Cohen & Steers Instl Realty Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRFAX | Cohen & Steers International Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFCX | Cohen & Steers International Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFIX | Cohen & Steers International Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFRX | Cohen & Steers International Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFZX | Cohen & Steers International Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MLOAX | Cohen & Steers MLP & Energy Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLOCX | Cohen & Steers MLP & Energy Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLOIX | Cohen & Steers MLP & Energy Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLORX | Cohen & Steers MLP & Energy Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLOZX | Cohen & Steers MLP & Energy Opp Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| 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 |
| CSVAX | Columbia International Div Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| CGOLX | Columbia International Div Inc Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| CSRCX | Columbia International Div Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| CSVFX | Columbia International Div Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| CADPX | Columbia International Div Inc Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| CLSYX | Columbia International Div Inc Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| CSGRX | Columbia International Div Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| LEGAX | Columbia Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| CCGRX | Columbia Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| LEGCX | Columbia Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| CLGEX | Columbia Large Cap Growth E | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| GEGTX | Columbia Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| CLWFX | Columbia Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| CGFYX | Columbia Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| NFEAX | Columbia Large Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| CSFRX | Columbia Large Cap Growth Opp Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| NFECX | Columbia Large Cap Growth Opp C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| NFEPX | Columbia Large Cap Growth Opp Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| CADRX | Columbia Large Cap Growth Opp Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| CLRYX | Columbia Large Cap Growth Opp Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| CLGPX | Columbia Large Cap Growth Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| CGWRX | Columbia Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| GAEGX | Columbia Large Cap Growth V | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| 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 |
| CRED | Columbia Research Enhanced Rl Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IGLGX | Columbia Select Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| CSGVX | Columbia Select Global Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| RGCEX | Columbia Select Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| RGERX | Columbia Select Global Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| CGERX | Columbia Select Global Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| NSGAX | Columbia Select Large Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| CLSRX | Columbia Select Large Cap Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| NSGCX | Columbia Select Large Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| NSEPX | Columbia Select Large Cap Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| CLCRX | Columbia Select Large Cap Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| CLEYX | Columbia Select Large Cap Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| ELGAX | Columbia Select Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| CSRRX | Columbia Select Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| ELGCX | Columbia Select Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| UMLGX | Columbia Select Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| URLGX | Columbia Select Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| CBSAX | Columbia Select Mid Cap Gro Fd A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CPGRX | Columbia Select Mid Cap Gro Fd AD | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CMGRX | Columbia Select Mid Cap Gro Fd R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CBSTX | Columbia Select Mid Cap Gro Fd V | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| 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 |
| SHGTX | Columbia Seligman Global Tech A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| CCHRX | Columbia Seligman Global Tech Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| SHTCX | Columbia Seligman Global Tech C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| CSGZX | Columbia Seligman Global Tech Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| SGTTX | Columbia Seligman Global Tech Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| CGTYX | Columbia Seligman Global Tech Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| SGTRX | Columbia Seligman Global Tech R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| SEMI | Columbia Seligman Semiconductor&TechETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
| SLMCX | Columbia Seligman Tech & Info A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| SCIOX | Columbia Seligman Tech & Info Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| SCICX | Columbia Seligman Tech & Info C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| CCIZX | Columbia Seligman Tech & Info Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| SCMIX | Columbia Seligman Tech & Info Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| CCOYX | Columbia Seligman Tech & Info Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| SCIRX | Columbia Seligman Tech & Info R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
| CGOAX | Columbia Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CHHRX | Columbia Small Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CGOCX | Columbia Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CMSCX | Columbia Small Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSCRX | Columbia Small Cap Growth Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSGYX | Columbia Small Cap Growth Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CCRIX | Columbia Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| 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 |
| XLY | Consumer Discret Sel Sect SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Consumer Cyclical |
| XLP | Consumer Staples Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| RPFCX | Davis Appreciation & Income A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 7 | X | Moderately Aggressive Allocation |
| DCSCX | Davis Appreciation & Income C | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 7 | X | Moderately Aggressive Allocation |
| DCSYX | Davis Appreciation & Income Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 7 | X | Moderately Aggressive Allocation |
| RPFGX | Davis Financial A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
| DFFCX | Davis Financial C | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
| DVFYX | Davis Financial Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
| DGFAX | Davis Global A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Blend |
| DGFCX | Davis Global C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Blend |
| DGFYX | Davis Global Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Blend |
| DILAX | Davis International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| DILCX | Davis International C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| DILYX | Davis International Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| NYVTX | Davis NY Venture A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| NYVBX | Davis NY Venture B | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| NYVCX | Davis NY Venture C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| NYVRX | Davis NY Venture R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| DNVYX | Davis NY Venture Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| RPEAX | Davis Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 5 | X | Large Blend |
| DGOCX | Davis Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 5 | X | Large Blend |
| DGOYX | Davis Opportunity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 5 | X | Large Blend |
| RPFRX | Davis Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DRECX | Davis Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DREYX | Davis Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| 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 |
| DLHAX | Delaware Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLHCX | Delaware Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLHIX | Delaware Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLRHX | Delaware Healthcare R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| 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 |
| WMGAX | Delaware Ivy Mid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WMGCX | Delaware Ivy Mid Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| IYMIX | Delaware Ivy Mid Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WMGRX | Delaware Ivy Mid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| IGRFX | Delaware Ivy Mid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WMGYX | Delaware Ivy Mid Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap 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 |
| WSTAX | Delaware Ivy Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
| WSTCX | Delaware Ivy Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
| ISTIX | Delaware Ivy Science and Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
| WSTRX | Delaware Ivy Science and Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
| ISTNX | Delaware Ivy Science and Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
| WSTYX | Delaware Ivy Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
| WSGAX | Delaware Ivy Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| WRGCX | Delaware Ivy Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IYSIX | Delaware Ivy Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| WSGRX | Delaware Ivy Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IRGFX | Delaware Ivy Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| WSCYX | Delaware Ivy Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IPOAX | Delaware Ivy Systematic Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IPOCX | Delaware Ivy Systematic Em Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IPOIX | Delaware Ivy Systematic Em Mkts Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IYPCX | Delaware Ivy Systematic Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IMEGX | Delaware Ivy Systematic Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IPOYX | Delaware Ivy Systematic Em Mkts Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DFCIX | Delaware Mid Cap Growth Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DEEVX | Delaware Mid Cap Growth Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DFDIX | Delaware Mid Cap Growth Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DFRIX | Delaware Mid Cap Growth Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DFZRX | Delaware Mid Cap Growth Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| 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 companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| DSGEX | Delaware Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| DSGGX | Delaware Small Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| DSGFX | Delaware Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| DEMZ | Democratic Large Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Blend |
| 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 |
| DHIIX | Diamond Hill International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
| DHIAX | Diamond Hill International Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
| DHIYX | Diamond Hill International Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
| DHLTX | Diamond Hill Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Mid-Cap Value |
| DHTAX | Diamond Hill Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Mid-Cap Value |
| DHTYX | Diamond Hill Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Mid-Cap Value |
| DHSIX | Diamond Hill Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| DHSCX | Diamond Hill Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| DHSYX | Diamond Hill Small Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| DHMIX | Diamond Hill Small-Mid Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| DHMAX | Diamond Hill Small-Mid Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| DHMYX | Diamond Hill Small-Mid Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| DEHP | Dimensional Em Mkts High Prof ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | X | 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 |
| MOON | Direxion Moonshot Innovators ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| QQQE | Direxion NASDAQ-100® Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| WFH | Direxion Work From Home ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
| DODFX | Dodge & Cox International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Foreign Large Value |
| DOXFX | Dodge & Cox International Stock X | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Foreign Large Value |
| SDGAX | DWS Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
| SDGCX | DWS Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
| SDGTX | DWS Capital Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
| SDGRX | DWS Capital Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
| SDGZX | DWS Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
| SCGSX | DWS Capital Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
| COMAX | DWS Communications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| COMCX | DWS Communications C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| COMZX | DWS Communications Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| COMSX | DWS Communications S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| SUIAX | DWS CROCI International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| SUICX | DWS CROCI International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| SUIIX | DWS CROCI International Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| SUIRX | DWS CROCI International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| SCINX | DWS CROCI International S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| DCUAX | DWS CROCI US A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
| DCUCX | DWS CROCI US C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
| DCUIX | DWS CROCI US Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
| DCUTX | DWS CROCI US R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
| DCURX | DWS CROCI US R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
| DCUSX | DWS CROCI US S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
| SEKAX | DWS Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKCX | DWS Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKIX | DWS Emerging Markets Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKRX | DWS Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEMGX | DWS Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SUHAX | DWS Health and Wellness A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SUHCX | DWS Health and Wellness C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SUHIX | DWS Health and Wellness Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SCHLX | DWS Health and Wellness S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| TOLLX | DWS RREEF Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLCX | DWS RREEF Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLIX | DWS RREEF Global Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLZX | DWS RREEF Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLSX | DWS RREEF Global Infrastructure S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RRGAX | DWS RREEF Global Real Estate Secc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGCX | DWS RREEF Global Real Estate Secc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGIX | DWS RREEF Global Real Estate Secc Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGRX | DWS RREEF Global Real Estate Secc R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGTX | DWS RREEF Global Real Estate Secc S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRRAX | DWS RREEF Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRCX | DWS RREEF Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRRX | DWS RREEF Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRSX | DWS RREEF Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRZX | DWS RREEF Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRREX | DWS RREEF Real Estate Securities S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SZCAX | DWS Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SZCCX | DWS Small Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SZCIX | DWS Small Cap Core Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SZCRX | DWS Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SSLCX | DWS Small Cap Core S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| ERLGX | Eaton Vance Atlanta Capital Fcs Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| EAALX | Eaton Vance Atlanta Capital Focused Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| EAGCX | Eaton Vance Atlanta Capital Focused Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| EILGX | Eaton Vance Atlanta Capital Focused Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ESEAX | Eaton Vance Atlanta Capital Sel Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
| ESECX | Eaton Vance Atlanta Capital Sel Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
| ESEIX | Eaton Vance Atlanta Capital Sel Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
| ESERX | Eaton Vance Atlanta Capital Sel Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
| EACOX | Eaton Vance Emerg & Frntr Countrs Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EICOX | Eaton Vance Emerg & Frntr Countrs Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EFGAX | Eaton Vance Focused Global Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
| EFGIX | Eaton Vance Focused Global Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
| EAFGX | Eaton Vance Focused Growth Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| ECFGX | Eaton Vance Focused Growth Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| EIFGX | Eaton Vance Focused Growth Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| EAFVX | Eaton Vance Focused Value Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Value |
| ECFVX | Eaton Vance Focused Value Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Value |
| EIFVX | Eaton Vance Focused Value Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Value |
| ESVAX | Eaton Vance Global Small-Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| ESVCX | Eaton Vance Global Small-Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| ESVIX | Eaton Vance Global Small-Cap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| EVCGX | Eaton Vance Greater China Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ECCGX | Eaton Vance Greater China Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EICGX | Eaton Vance Greater China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | |
