| SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Allocation--50% to 70% Equity |
| SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Allocation--50% to 70% Equity |
| LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Allocation--50% to 70% Equity |
| ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATEKX | AB Sustainable Global Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATERX | AB Sustainable Global Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPKX | AB Sustainable Intl Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPRX | AB Sustainable Intl Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| APWKX | AB Sustainable Thematic Bal Port K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| APPRX | AB Sustainable Thematic Bal Port R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| GIGAX | abrdn Emerging Mkts Sust Ldrs A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GIGCX | abrdn Emerging Mkts Sust Ldrs C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GIGIX | abrdn Emerging Mkts Sust Ldrs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GIRRX | abrdn Emerging Mkts Sust Ldrs R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GIGSX | abrdn Emerging Mkts SustLdrs InstlSvc | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| JETAX | abrdn Global Equity Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
| JETIX | abrdn Global Equity Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
| 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 | 1 | 1 | V | Global Large-Stock Growth |
| AGPRX | AGF Global Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| 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 |
| ALEAX | Alger Weatherbie Enduring Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ALECX | Alger Weatherbie Enduring Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ALEIX | Alger Weatherbie Enduring Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ALEYX | Alger Weatherbie Enduring Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ALEZX | Alger Weatherbie Enduring Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| 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 | 2 | 1 | V | Large Blend |
| AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | V | Large Blend |
| MID | American Century Mid Cap Growth Imp ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| 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 | 1 | 2 | V | Large Blend |
| AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 0 | V | Diversified Emerging Mkts |
| 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 |
| BGSSX | Baillie Gifford Global Stwdsp Eqs Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Growth |
| BGSKX | Baillie Gifford Global Stwdsp Eqs K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Growth |
| BGHBX | Baillie Gifford Health Inn Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| BGHDX | Baillie Gifford Health Inn Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| 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 | 2 | 2 | 3 | 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 | 1 | 2 | V | Global Large-Stock Growth |
| BGAMX | BlackRock Global Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
| BGKMX | BlackRock Global Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
| BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINAX | BlackRock Infrastructure Sust Opps Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINKX | BlackRock Infrastructure Sust Opps K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| 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 |
| 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 | 2 | 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 | 2 | 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 | 2 | 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 | 1 | 1 | V | Mid-Cap Growth |
| BUAMX | BlackRock US Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| BUKMX | BlackRock US Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| DTCAX | BNY Mellon Sust US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 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 | 3 | 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 | 3 | 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 | 3 | 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 | 0 | 1 | 1 | 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 | 3 | 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 | 3 | 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 | 3 | 5 | 5 | 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 | 5 | 4 | 8 | V | Allocation--70% to 85% Equity |
| 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 no companies in our database | 0 | 0 | 0 | 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 no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| CAGSX | Calamos Global Sustainable Equities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | V | Global Large-Stock Blend |
| CGCSX | Calamos Global Sustainable Equities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | V | Global Large-Stock Blend |
| CGSIX | Calamos Global Sustainable Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | V | Global Large-Stock Blend |
| CGSOX | Calamos Global Sustainable Equities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | V | Global Large-Stock Blend |
| CEFAX | Calvert Emerging Markets Advancement A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CEFIX | Calvert Emerging Markets Advancement I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMAX | Calvert Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMCX | Calvert Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMIX | Calvert Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMRX | Calvert Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| 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 |
| CGRAX | Calvert Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGECX | Calvert Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGEIX | Calvert Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGRRX | Calvert Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
| CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
| CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
| CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COICX | Calvert International Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COIIX | Calvert International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COIRX | Calvert International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| 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 | 3 | 0 | V | Large Blend |
| QUAGX | CCM Core Impact Equity Fund Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | V | Large Blend |
| QAGIX | CCM Core Impact Equity Fund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | 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 | 5 | 2 | 5 | 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 | 4 | 5 | 8 | V | Large Blend |
| CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 8 | V | Large Blend |
| LCSTX | ClearBridge Sustainability Leaders FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 8 | V | Large Blend |
| LCISX | ClearBridge Sustainability Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 8 | V | Large Blend |
| LCILX | ClearBridge Sustainability Leaders IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 8 | V | Large Blend |
| CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 8 | 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 |
| ESGN | Columbia Intl ESG Equ Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 1 | V | Foreign Large Value |
| LIMIX | Cromwell Tran Sustainable Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | V | Large Growth |
| LIMAX | Cromwell Tran Sustainable Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 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 | 8 | 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 | 8 | 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 | 3 | 4 | V | Foreign Large Blend |
| DOMOX | Domini Impact International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Foreign Large Blend |
| DOMIX | Domini Impact International Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Foreign Large Blend |
| DOMYX | Domini Impact International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Foreign Large Blend |
| LEADX | Domini International Opportunities Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | V | Foreign Large Growth |
| RISEX | Domini International Opportunities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | V | Foreign Large Growth |
| LIFEX | Domini Sustainable Solutions Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Small/Mid Stock |
| CAREX | Domini Sustainable Solutions Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Small/Mid Stock |
| DURAX | DWS ESG International Core Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 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 | 4 | 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 | 4 | 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 | 4 | 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 |
| EMCH | Emerge EMPWR Sustainable Em Mrkts Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| EMZA | Emerge EMPWR Sustainable Glbl Cr Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Global Large-Stock Blend |
| EMGC | Emerge EMPWR Sustainable Sel Gr Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | V | Large Growth |
| RITA | ETFB Green SRI REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| BSEA | ETFMG Breakwave Sea Dcrbnztn Tch ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| ETAEX | Eventide Exponential Technologies A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETCEX | Eventide Exponential Technologies C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETIEX | Eventide Exponential Technologies I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETNEX | Eventide Exponential Technologies N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETAGX | Eventide Gilead A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ETCGX | Eventide Gilead C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ETILX | Eventide Gilead I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ETGLX | Eventide Gilead N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ETAHX | Eventide Healthcare & Life Sciences A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETCHX | Eventide Healthcare & Life Sciences C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETIHX | Eventide Healthcare & Life Sciences I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETNHX | Eventide Healthcare & Life Sciences N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| TTAI | FCF International Quality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Blend |
| FHGIX | Federated Hermes Global Equity IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 8 | 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 | 8 | 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 |
| FAPHX | Fidelity Advisor Healthy Future | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
| FAPJX | Fidelity Advisor® Healthy Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
| FAPKX | Fidelity Advisor® Healthy Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
| FAPMX | Fidelity Advisor® Healthy Future I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
| FAPLX | Fidelity Advisor® Healthy Future M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
| FAPNX | Fidelity Advisor® Healthy Future Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
| 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 |
| 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 |
| 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 | 1 | 0 | V | Miscellaneous Sector |
| FSLEX | Fidelity® Envir and Alt Engy Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Industrials |
| 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 |
| QDVSX | Fisher IIG ESG Stck for Ret Plns | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 7 | 9 | V | Global Large-Stock Growth |
| 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 |
| 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 | 3 | 2 | V | Mid-Cap Blend |
| AQWA | Global X Clean Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| CTEC | Global X CleanTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| GRNR | Global X Green Building ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| HYDR | Global X Hydrogen ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| RAYS | Global X Solar ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
| WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| GCEBX | Goldman Sachs Clean Energy Income A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| GCEGX | Goldman Sachs Clean Energy Income C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| GCEDX | Goldman Sachs Clean Energy Income Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| GCEJX | Goldman Sachs Clean Energy Income Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| GCEPX | Goldman Sachs Clean Energy Income P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| GCEHX | Goldman Sachs Clean Energy Income R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| GCEEX | Goldman Sachs Clean Energy Income R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| 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 | Allocation--50% to 70% Equity |
| GCBUX | Green Century Balanced Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Allocation--50% to 70% Equity |
| 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 | 6 | 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 | 6 | 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 | 6 | 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 | 6 | 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 | 6 | 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 | 6 | 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 | 6 | 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 | 6 | 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 | 6 | 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 | 1 | 2 | 2 | V | Foreign Large Blend |
| HSIDX | Hartford Schroders Sust Intl Core SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Blend |
| STNC | Hennessy Stance ESG Large Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Large Blend |
| HSOAX | HSBC RadiantESG US Smaller Companies A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| HOPCX | HSBC RadiantESG US Smaller Companies C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| RESCX | HSBC RadiantESG US Smaller Companies I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| 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 |
| PIO | Invesco Global Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| GBLD | Invesco MSCI Green Building ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| IVRA | Invesco Real Assets ESG ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Real Estate |
| IVLC | Invesco US Large Cap Core ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 7 | V | Large Blend |
| 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 | 3 | 1 | V | Miscellaneous Sector |
| EQUL | IQ Engender Equality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 8 | V | Large Value |
| EFRA | iShares Environmental Infras & IndstrETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| ERET | iShares Environmentally Aware Rl Est ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Real Estate |
| EMXF | iShares ESG Advanced MSCI EM ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| SDG | iShares MSCI Global Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| 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 | 1 | 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 | 1 | 1 | V | Global Large-Stock Growth |
| JABYX | JHancock Global Environmental Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| JABVX | JHancock Global Environmental Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| JACDX | JHancock Global Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| JNL/AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| JNL/AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| TEMP | JPMorgan Climate Change Solutions ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Large-Stock Growth |
| 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 | 4 | 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 no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| KARRX | Kayne Anderson Renewable Infras Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| KBIWX | KBI Global Investors Aquarius Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| KGHG | KraneShares Global Carbon Trnsfm ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| KGRN | KraneShares MSCI China Clean Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | China Region |
| SUSTX | Lazard US Sustainable Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | V | Large Blend |
| SUSLX | Lazard US Sustainable Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 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 |
| MSVIX | Mesirow Small Company Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Small Blend |
| MSVVX | Mesirow Small Company Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Small Blend |
| ESGMX | Mirova Global Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ESGCX | Mirova Global Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ESGNX | Mirova Global Sustainable Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ESGYX | Mirova Global Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| MRVAX | Mirova International Sustainable Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Blend |
| MRVNX | Mirova International Sustainable Eq N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Blend |
| MRVYX | Mirova International Sustainable Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Blend |
| MUSAX | Mirova US Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | V | Large Growth |
| MUSCX | Mirova US Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | V | Large Growth |
| MUSNX | Mirova US Sustainable Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | V | Large Growth |
| MUSYX | Mirova US Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | 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 |
| MSDQX | Morgan Stanley Sustainable Emer Mkt A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MSDOX | Morgan Stanley Sustainable Emer Mkt C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MSDUX | Morgan Stanley Sustainable Emer Mkt I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MSDMX | Morgan Stanley Sustainable Emer Mkt R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GGEAX | Nationwide Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | V | Global Large-Stock Blend |
| GGECX | Nationwide Global Sust Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | 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 | 3 | 1 | 3 | V | Global Large-Stock Blend |
| GGEIX | Nationwide Global Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | 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 | 6 | 8 | 7 | V | Large Blend |
| NUESX | Northern US Quality ESG K | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 7 | V | Large Blend |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| NULC | Nuveen ESG Large-Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 8 | V | Large Blend |
| NUMG | Nuveen ESG Mid-Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| NTZG | Nuveen Global Net Zero Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 6 | V | Global Large-Stock Blend |
| NWCAX | Nuveen Winslow Large-Cap Growth ESG A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | V | Large Growth |
| NWCCX | Nuveen Winslow Large-Cap Growth ESG C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | V | Large Growth |
| NWLG | Nuveen Winslow Large-Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | V | Large Growth |
| NVLIX | Nuveen Winslow Large-Cap Growth ESG I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | V | Large Growth |
| NWCFX | Nuveen Winslow Large-Cap Growth ESG R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | V | Large Growth |
| CGCAX | NXG Global Clean Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| CGCNX | NXG Global Clean Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| 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 | 0 | V | Mid-Cap Blend |
| PARMX | Parnassus Mid-Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| PFPWX | Parnassus Value Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | V | Large Value |
| PARWX | Parnassus Value Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | 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 |
| GLOSX | Pioneer Global Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
| GCSLX | Pioneer Global Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
| PGEKX | Pioneer Global Sustainable Equity K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
| PRGEX | Pioneer Global Sustainable Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
| PGSYX | Pioneer Global Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
| PGSVX | Pioneer Global Sustainable Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Value |
| GBVCX | Pioneer Global Sustainable Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Value |
| PSUYX | Pioneer Global Sustainable Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Value |
| MGNDX | Praxis Growth Index A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 10 | V | Large Growth |
| MMDEX | Praxis Growth Index I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 10 | 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 | 5 | 3 | 7 | V | Large Growth |
| PNOBX | Putnam Sustainable Leaders B | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PNOCX | Putnam Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PLDR | Putnam Sustainable Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PNORX | Putnam Sustainable Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PSLGX | Putnam Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PNOYX | Putnam Sustainable Leaders Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| QCGDX | Quantified Common Ground Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| 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 | 3 | V | Large Growth |
| 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 |
| NEXIX | Shelton Sustainable Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 2 | V | Mid-Cap Growth |
| NEXTX | Shelton Sustainable Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 2 | V | Mid-Cap Growth |
| SOLR | SmartETFs Sustainable Energy II ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Equity Energy |
| 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 |
| TGUSX | TCW New America Premier Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | V | Large Growth |
| TGUNX | TCW New America Premier Equities N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | V | Large Growth |
| TICBX | Templeton International Climate Chg A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
| TICGX | Templeton International Climate Chg Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
| TICDX | Templeton International Climate Chg C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
| TICEX | Templeton International Climate Chg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
| 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 |
| TSME | Thrivent Small-Mid Cap ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| TPYAX | Touchstone International ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPYCX | Touchstone International ESG Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPYYX | Touchstone International ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPYIX | Touchstone International ESG EquityInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large 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 |
| 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 |
| ECOZ | TrueShares ESG Active Opportunities ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Large Growth |
| 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 | 2 | 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 | 4 | 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 Blend |
| VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| 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 no companies in our database | 0 | 0 | 0 | 0 | V | Consumer Defensive |
| VGSRX | Vert Global Sustainable Real Estate Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| RSNRX | Victory Global Energy Transition A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RGNCX | Victory Global Energy Transition C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RSNKX | Victory Global Energy Transition R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RSNYX | Victory Global Energy Transition Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| AWTAX | Virtus Duff & Phelps Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
| AWTCX | Virtus Duff & Phelps Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
| AWTIX | Virtus Duff & Phelps Water Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
| AWTPX | Virtus Duff & Phelps Water P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
| ASTNX | Virtus NFJ Global Sust Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Blend |
| ASUAX | Virtus NFJ Global Sustainability A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Blend |
| ASTPX | Virtus NFJ Global Sustainability P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Blend |
| WCMDX | WCM Developing World Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| WCMUX | WCM Developing World Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| 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 | 6 | 11 | V | Allocation--50% to 70% Equity |
| TWBIX | American Century Balanced Inv | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Allocation--50% to 70% Equity |
| ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Allocation--50% to 70% Equity |
| AFDAX | American Century Sustainable Equity A | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFDCX | American Century Sustainable Equity C | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| ESGA | American Century Sustainable Equity ETF | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFEGX | American Century Sustainable Equity G | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFEIX | American Century Sustainable Equity I | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFDIX | American Century Sustainable Equity Inv | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFDRX | American Century Sustainable Equity R | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFDGX | American Century Sustainable Equity R5 | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFEDX | American Century Sustainable Equity R6 | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFYDX | American Century Sustainable Equity Y | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| ESGY | American Century Sustainable Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | V | Large Growth |
| BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
| BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
| BLZKX | BlackRock Sustainable Adg EM Eq K | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
| BTBFX | Boston Trust Asset Management | Owns companies we recommend for divestment | 1 | 6 | 5 | 7 | V | Allocation--70% to 85% Equity |
| BTEFX | Boston Trust Equity | Owns companies we recommend for divestment | 1 | 6 | 4 | 8 | 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 | 6 | 2 | 8 | V | Allocation--50% to 70% Equity |
| CSGCX | Calvert Balanced C | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Allocation--50% to 70% Equity |
| CBAIX | Calvert Balanced I | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Allocation--50% to 70% Equity |
| CBARX | Calvert Balanced R6 | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Allocation--50% to 70% Equity |
| CRFAX | Calvert Focused Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
| CRFCX | Calvert Focused Value C | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
| CRFIX | Calvert Focused Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
| CRFRX | Calvert Focused Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
| CGAEX | Calvert Global Energy Solutions A | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
| CGACX | Calvert Global Energy Solutions C | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
| CAEIX | Calvert Global Energy Solutions I | Owns companies we recommend for divestment | 1 | 1 | 7 | 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 |
| ETADX | Eventide Dividend Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
| ETCDX | Eventide Dividend Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
| ETIDX | Eventide Dividend Opportunities I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
| ETNDX | Eventide Dividend Opportunities N | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
| TTAC | FCF US Quality ETF | Owns companies we recommend for divestment | 1 | 3 | 9 | 6 | V | Large Blend |
| FSWAX | Fidelity Advisor® Sustainable EM Eq A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| FSYKX | Fidelity Advisor® Sustainable EM Eq C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| FSZIX | Fidelity Advisor® Sustainable EM Eq I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| FSYNX | Fidelity Advisor® Sustainable EM Eq M | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| FSZZX | Fidelity Advisor® Sustainable EM Eq Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| FSEKX | Fidelity Advisor® Sustainable U.S. Eq A | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
| FSEOX | Fidelity Advisor® Sustainable U.S. Eq C | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
| FSEQX | Fidelity Advisor® Sustainable U.S. Eq I | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
| FSEPX | Fidelity Advisor® Sustainable U.S. Eq M | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
| FSEWX | Fidelity Advisor® Sustainable U.S. Eq Z | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
| FSSGX | Fidelity SAI Sustainable Em Markets Eq | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| FIDEX | Fidelity SAI Sustainable US Equity Fund | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
| FSYJX | Fidelity Sustainable Emerging Markets Eq | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| FSST | Fidelity® Sustainable U.S. Equity ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
| FSEBX | Fidelity® Sustainable U.S. Equity Fund | Owns companies we recommend for divestment | 1 | 4 | 6 | 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 | 7 | 1 | V | Miscellaneous Sector |
| FIW | First Trust Water ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Natural Resources |
| IAFEX | Fisher IIG All Frgn Eq Env & Scl Val | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | V | Foreign Large Growth |
| ILESX | Fisher IIG US Lrg Cp Eq Env & Scl Val | Owns companies we recommend for divestment | 1 | 8 | 10 | 8 | V | Large Growth |
| ESGHX | Gabelli ESG A | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
| ESGGX | Gabelli ESG AAA | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
| ESGJX | Gabelli ESG C | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
| ESGKX | Gabelli ESG I | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
| RESGX | Glenmede Responsible ESG US Equity | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | V | Large Blend |
| RNRG | Global X Renewable Energy Producers ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Utilities |
| GCCLX | GMO Climate Change I | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | V | Global Small/Mid Stock |
| GCCHX | GMO Climate Change III | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | V | Global Small/Mid Stock |
| GCCAX | GMO Climate Change R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | V | Global Small/Mid Stock |
| GCLN | Goldman Sachs Bloomberg Cln Enrgy Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | V | Equity Energy |
| GAGVX | Goldman Sachs U.S. Equity ESG A | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | V | Large Blend |
| GCGVX | Goldman Sachs U.S. Equity ESG C | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | V | Large Blend |
| GINGX | Goldman Sachs U.S. Equity ESG Ins | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | V | Large Blend |
| GIRGX | Goldman Sachs U.S. Equity ESG Inv | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | V | Large Blend |
| GALPX | Goldman Sachs U.S. Equity ESG P | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | V | Large Blend |
| GRGVX | Goldman Sachs U.S. Equity ESG R | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | V | Large Blend |
| GDEUX | Goldman Sachs U.S. Equity ESG R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | V | Large Blend |
| GCINX | Green Century MSCI Intl Indx Indvl Inv | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | V | Foreign Large Blend |
| GCIFX | Green Century MSCI Intl Indx Instl | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | V | Foreign Large Blend |
| PXDIX | Impax Global Sustainable Infras Instl | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | V | Infrastructure |
| PAXDX | Impax Global Sustainable Infras Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | V | Infrastructure |
| PAXLX | Impax Large Cap Fund Individual Investor | Owns companies we recommend for divestment | 1 | 5 | 3 | 9 | V | Large Blend |
| PXLIX | Impax Large Cap Fund Institutional | Owns companies we recommend for divestment | 1 | 5 | 3 | 9 | V | Large Blend |
| PXGAX | Impax US Sustainable Economy A | Owns companies we recommend for divestment | 1 | 4 | 6 | 10 | V | Large Blend |
| PWGIX | Impax US Sustainable Economy Instl | Owns companies we recommend for divestment | 1 | 4 | 6 | 10 | V | Large Blend |
| PXWGX | Impax US Sustainable Economy Investor | Owns companies we recommend for divestment | 1 | 4 | 6 | 10 | V | Large Blend |
| IGIAX | Integrity Growth & Income Fund A | Owns companies we recommend for divestment | 1 | 5 | 3 | 7 | V | Large Blend |
| IGIUX | Integrity Growth & Income Fund C | Owns companies we recommend for divestment | 1 | 5 | 3 | 7 | V | Large Blend |
| IGIVX | Integrity Growth & Income Fund I | Owns companies we recommend for divestment | 1 | 5 | 3 | 7 | V | Large Blend |
| QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Mid-Cap Growth |
| PBD | Invesco Global Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Miscellaneous Sector |
| TAN | Invesco Solar ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Miscellaneous Sector |
| CLNR | IQ Cleaner Transport ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 3 | V | Industrials |
| HART | IQ Healthy Hearts ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | V | Health |
| EGUS | iShares ESG Aware MSCI USA Growth ETF | Owns companies we recommend for divestment | 1 | 5 | 8 | 9 | V | Large Growth |
| ICLN | iShares Global Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Miscellaneous Sector |
| SXUS | Janus Henderson International Sus Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Foreign Large Growth |
| VSSBX | JPMorgan Small Cap Sustainable Ldrs A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSSRX | JPMorgan Small Cap Sustainable Ldrs C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSSWX | JPMorgan Small Cap Sustainable Ldrs I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| JRJUX | JPMorgan Small Cap Sustainable Ldrs R2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| JGAUX | JPMorgan Small Cap Sustainable Ldrs R3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| JGREX | JPMorgan Small Cap Sustainable Ldrs R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSSCX | JPMorgan Small Cap Sustainable Ldrs R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSSLX | JPMorgan Small Cap Sustainable Ldrs R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| KAIBX | Karner Blue Biodiversity ImpactButterfly | Owns companies we recommend for divestment | 1 | 3 | 7 | 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 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| MMBLX | MassMutual Balanced Adm | Owns companies we recommend for divestment | 1 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| MBBIX | MassMutual Balanced I | Owns companies we recommend for divestment | 1 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| MMBRX | MassMutual Balanced R3 | Owns companies we recommend for divestment | 1 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| MBBRX | MassMutual Balanced R4 | Owns companies we recommend for divestment | 1 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| MBLDX | MassMutual Balanced R5 | Owns companies we recommend for divestment | 1 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| MBAYX | MassMutual Balanced Svc | Owns companies we recommend for divestment | 1 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| MMNVX | MassMutual Balanced Y | Owns companies we recommend for divestment | 1 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| 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 |
| NUDV | Nuveen ESG Dividend ETF | Owns companies we recommend for divestment | 1 | 5 | 4 | 5 | V | Large Value |
| NUDM | Nuveen ESG Intl Dev Mkts Eq ETF | Owns companies we recommend for divestment | 1 | 2 | 9 | 6 | V | Foreign Large Blend |
| NULG | Nuveen ESG Large-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | V | Large Growth |
| NULV | Nuveen ESG Large-Cap Value ETF | Owns companies we recommend for divestment | 1 | 6 | 6 | 7 | V | Large Value |
| NUMV | Nuveen ESG Mid-Cap Value ETF | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Mid-Cap Value |
| SUGAX | Pioneer Global Sustainable Growth A | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| SUGCX | Pioneer Global Sustainable Growth C | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| SUGYX | Pioneer Global Sustainable Growth Y | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| 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 |
| CTEX | ProShares S&P Kensho Cleantech ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Technology |
| 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 |
| ENRG | SoFi Smart Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Miscellaneous Sector |
| CNRG | SPDR® Kensho Clean Power ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Equity Energy |
| SPFFX | Sphere 500 Climate Fund | Owns companies we recommend for divestment | 1 | 16 | 16 | 21 | V | Large 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 |
| MDCP | VictoryShares THB Mid Cap ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Mid-Cap 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 |
| EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| SNPG | Xtrackers S&P 500 Growth ESG ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 7 | V | Large Growth |
| BSUVX | BlackRock Sustainable US Value Eq Ins | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Value |
| BSVAX | BlackRock Sustainable US Value Eq Inv A | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Value |
| BSVKX | BlackRock Sustainable US Value Eq K | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | 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 |
| ETHO | Etho Climate Leadership US ETF | Owns companies we recommend for divestment | 2 | 5 | 10 | 8 | V | Mid-Cap Growth |
| FCAJX | Fidelity Advisor® Climate Action A | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
| FCALX | Fidelity Advisor® Climate Action C | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
| FCAUX | Fidelity Advisor® Climate Action I | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
| FCAOX | Fidelity Advisor® Climate Action M | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
| FCLZX | Fidelity Advisor® Climate Action Z | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
| FCAEX | Fidelity Climate Action | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
| FEUS | FlexShares ESG & Clmt US Lrg Cap Cr Idx | Owns companies we recommend for divestment | 2 | 10 | 14 | 15 | V | Large Blend |
| FEDM | FlexShares ESG&Clmt Dev Mkts ex-US Cr | Owns companies we recommend for divestment | 2 | 4 | 10 | 6 | V | Foreign Large Blend |
| RSPE | Invesco ESG S&P 500 Equal Weight ETF | Owns companies we recommend for divestment | 2 | 10 | 7 | 14 | V | Large Value |
| ERTH | Invesco MSCI Sustainable Future ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Miscellaneous Sector |
| VSQAX | Invesco MSCI World SRI Index A | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQCX | Invesco MSCI World SRI Index C | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQRX | Invesco MSCI World SRI Index R | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQFX | Invesco MSCI World SRI Index R5 | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQSX | Invesco MSCI World SRI Index R6 | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQYX | Invesco MSCI World SRI Index Y | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| IQSU | IQ Candriam ESG U.S. Large Cap Eq ETF | Owns companies we recommend for divestment | 2 | 15 | 13 | 20 | V | Large Blend |
| ESGE | iShares ESG Aware MSCI EM ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| LDEM | iShares® ESG MSCI EM Leaders ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 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 | 0 | 2 | V | Small Blend |
| RAFE | PIMCO RAFI ESG US ETF | Owns companies we recommend for divestment | 2 | 12 | 9 | 14 | V | Large Value |
| PIODX | Pioneer A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| PCBCX | Pioneer Balanced ESG C | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| PCBKX | Pioneer Balanced ESG K | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| PCODX | Pioneer C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| PIOKX | Pioneer K | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| PIORX | Pioneer R | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| PYODX | Pioneer Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| MVIAX | Praxis Value Index A | Owns companies we recommend for divestment | 2 | 15 | 12 | 20 | V | Large Value |
| MVIIX | Praxis Value Index I | Owns companies we recommend for divestment | 2 | 15 | 12 | 20 | V | Large Value |
| WEQIX | Segall Bryant&Hamill Workplace Eq Instl | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
| WEQRX | Segall Bryant&Hamill Workplace Eq Ret | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
| 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 |
| REMG | SPDR Bloomberg SASB EM ESG Slct ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Small Blend |
| DEIF | Sterling Capital Diverse Mlt Mgr Atv ETF | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Blend |
| VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 2 | 7 | 9 | 14 | V | Large Growth |
| RESE | WisdomTree Emerging Markets ESG ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
| EMSG | Xtrackers MSCI EMs ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| SNPD | Xtrackers S&P ESG Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | V | Large Value |
| SMLE | Xtrackers S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Small Blend |
| BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | V | Global Large-Stock Value |
| EMCA | Emerge EMPWR Sustainable Div Eq ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | V | Large Blend |
| EMPW | Emerge EMPWR Unified Sustainable Eq ETF | Owns companies we recommend for divestment | 3 | 9 | 9 | 12 | V | Large Blend |
| NETZ | Engine No. 1 Transform Climate ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | V | Large Blend |
| FWOAX | Fidelity Advisor® Women's Leadership A | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FWOCX | Fidelity Advisor® Women's Leadership C | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FWMNX | Fidelity Advisor® Women's Leadership I | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FWOEX | Fidelity Advisor® Women's Leadership M | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FWOZX | Fidelity Advisor® Women's Leadership Z | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FIDJX | Fidelity SAI Sustainable Sector Fund | Owns companies we recommend for divestment | 3 | 13 | 8 | 16 | V | Large Blend |
| FITLX | Fidelity® U.S. Sustainability Index | Owns companies we recommend for divestment | 3 | 10 | 9 | 14 | V | Large Blend |
| FWOMX | Fidelity® Women's Leadership | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FDWM | Fidelity® Women's Leadership ETF | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| GWILX | Glenmede Women in Leadership US Eq | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | V | Large Value |
| HESAX | Horizon ESG Defensive Core Adv | Owns companies we recommend for divestment | 3 | 10 | 9 | 14 | V | Large Blend |
| HESGX | Horizon ESG Defensive Core Inv | Owns companies we recommend for divestment | 3 | 10 | 9 | 14 | V | Large Blend |
| PXNIX | Impax International Sust Econ Instl | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Foreign Large Blend |
| PXINX | Impax International Sust Econ Inv | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Foreign Large Blend |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 3 | 4 | 10 | 5 | V | Foreign Large Blend |
| SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 3 | 9 | 9 | 14 | V | Large Blend |
| SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 3 | 8 | 12 | 12 | V | Large Blend |
| HSZAX | NexPoint Climate Tech A | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | V | Small Blend |
| HSZCX | NexPoint Climate Tech C | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | V | Small Blend |
| HSZYX | NexPoint Climate Tech Y | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | V | Small Blend |
| EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
| TSOHX | TIAA-CREF Social Choice Intl Eq Advisor | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSONX | TIAA-CREF Social Choice Intl Eq Instl | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSOPX | TIAA-CREF Social Choice Intl Eq Prmr | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSORX | TIAA-CREF Social Choice Intl Eq Retail | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSOEX | TIAA-CREF Social Choice Intl Eq Retire | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 3 | 9 | 9 | 11 | V | Large Blend |
| RESD | WisdomTree International ESG | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | V | Foreign Large Blend |
| USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 3 | 9 | 9 | 14 | V | Large Blend |
| USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 3 | 15 | 12 | 23 | V | Large Blend |
| SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
| AAWVX | Cavanal Hill Mid Cap Diverse Ldrsp A | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
| ACWVX | Cavanal Hill Mid Cap Diverse Ldrsp C | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
| AIWVX | Cavanal Hill Mid Cap Diverse Ldrsp Instl | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
| APWVX | Cavanal Hill Mid Cap Diverse Ldrsp Inv | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
| ESGS | Columbia US ESG Equity Income ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | V | Large Value |
| IDAAX | Delaware Sustainable Equity Income A | Owns companies we recommend for divestment | 4 | 9 | 12 | 12 | V | Large Value |
| IDAIX | Delaware Sustainable Equity Income I | Owns companies we recommend for divestment | 4 | 9 | 12 | 12 | V | Large Value |
| IDARX | Delaware Sustainable Equity Income R | Owns companies we recommend for divestment | 4 | 9 | 12 | 12 | V | Large Value |
| IDANX | Delaware Sustainable Equity Income R6 | Owns companies we recommend for divestment | 4 | 9 | 12 | 12 | V | Large Value |
| FIDHX | Fidelity SAI Sustainable Future Fund | Owns companies we recommend for divestment | 4 | 6 | 7 | 13 | V | Large Blend |
| ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 4 | 12 | 15 | 13 | V | Large Blend |
| KRMA | Global X Conscious Companies ETF | Owns companies we recommend for divestment | 4 | 10 | 10 | 13 | V | Large Blend |
| PXWIX | Impax Ellevate Global Women's Ldr Instl | Owns companies we recommend for divestment | 4 | 12 | 9 | 16 | V | Global Large-Stock Blend |
| PXWEX | Impax Ellevate Global Women's Ldr Inv | Owns companies we recommend for divestment | 4 | 12 | 9 | 16 | V | Global Large-Stock Blend |
| ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 9 | V | Large Blend |
| VMAT | V-Shrs MSCI Wld ESG Mtrlty&CarbTrnstnETF | Owns companies we recommend for divestment | 4 | 9 | 14 | 12 | V | Global Large-Stock Blend |
| EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 9 | 4 | V | Foreign Large Blend |
| SNPV | Xtrackers S&P ESG Value ETF | Owns companies we recommend for divestment | 4 | 11 | 11 | 13 | V | Large Value |
| GESGX | Gotham ESG Large Value Institutional | Owns companies we recommend for divestment | 5 | 9 | 12 | 12 | V | Large Value |
| 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 |
| WOMN | Impact Shares YWCA Women's Empwrmt ETF | Owns companies we recommend for divestment | 5 | 11 | 12 | 15 | V | Large Blend |
| IQSM | IQ Candriam ESG U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 5 | 6 | 1 | 6 | V | Mid-Cap Blend |
| DSI | iShares MSCI KLD 400 Social ETF | Owns companies we recommend for divestment | 5 | 11 | 13 | 15 | V | Large Blend |
| PABU | iShares Paris-Aligned Clmt MSCI USA ETF | Owns companies we recommend for divestment | 5 | 10 | 15 | 19 | V | Large Growth |
| XVV | iShares® ESG Screened S&P 500 ETF | Owns companies we recommend for divestment | 5 | 17 | 18 | 22 | V | Large Blend |
| NUSC | Nuveen ESG Small-Cap ETF | Owns companies we recommend for divestment | 5 | 5 | 4 | 5 | V | Small Blend |
| PPIE | Putnam PanAgora ESG Intl Eq ETF | Owns companies we recommend for divestment | 5 | 3 | 6 | 6 | V | Foreign Large Blend |
| RDMX | SPDR Blmbrg SASB DM Ex US ESG Slct ETF | Owns companies we recommend for divestment | 5 | 4 | 16 | 9 | V | Foreign Large Blend |
| NZUS | SPDR MSCI USA Climate Paris Aligned ETF | Owns companies we recommend for divestment | 5 | 9 | 13 | 20 | V | Large Growth |
| VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 5 | 17 | 15 | 23 | V | Large Blend |
| VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 5 | 17 | 15 | 23 | V | Large Blend |
| MIDE | Xtrackers S&P MidCap 400 ESG ETF | Owns companies we recommend for divestment | 5 | 6 | 5 | 6 | V | Mid-Cap Blend |
| BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 6 | 5 | 13 | 10 | V | Foreign Large Blend |
| BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 6 | 5 | 13 | 10 | V | Foreign Large Blend |
| BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 6 | 5 | 13 | 10 | V | Foreign Large Blend |
| BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 6 | 10 | 15 | 16 | V | Large Blend |
| BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 6 | 10 | 15 | 16 | V | Large Blend |
| BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 6 | 10 | 15 | 16 | V | Large Blend |
| BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 6 | 10 | 15 | 16 | V | Large Blend |
| CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
| CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
| CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
| GPAL | Goldman Sachs ActBt® P-A US Lg Cp Eq ETF | Owns companies we recommend for divestment | 6 | 18 | 15 | 22 | V | Large Blend |
| HEET | Hartford Schroders ESG US Equity ETF | Owns companies we recommend for divestment | 6 | 17 | 16 | 18 | V | Large Blend |
| NACP | Impact Shares NAACP Minority Empwrmt ETF | Owns companies we recommend for divestment | 6 | 11 | 17 | 20 | V | Large Blend |
| EVUS | iShares ESG Aware MSCI USA Value ETF | Owns companies we recommend for divestment | 6 | 11 | 12 | 15 | V | Large Value |
| MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 6 | 5 | 14 | 9 | V | Foreign Large Blend |
| MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 6 | 5 | 14 | 9 | V | Foreign Large Blend |
| REQAX | Russell Inv Sustainable Equity A | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
| REQCX | Russell Inv Sustainable Equity C | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
| REQTX | Russell Inv Sustainable Equity S | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
| REUYX | Russell Inv Sustainable Equity Y | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
| RESP | WisdomTree U.S. ESG ETF | Owns companies we recommend for divestment | 6 | 17 | 14 | 18 | V | Large Blend |
| MACPX | BlackRock Sustainable Balanced Instl | Owns companies we recommend for divestment | 7 | 15 | 28 | 23 | V | Allocation--50% to 70% Equity |
| MDCPX | BlackRock Sustainable Balanced Inv A | Owns companies we recommend for divestment | 7 | 15 | 28 | 23 | V | Allocation--50% to 70% Equity |
| MCCPX | BlackRock Sustainable Balanced Inv C | Owns companies we recommend for divestment | 7 | 15 | 28 | 23 | V | Allocation--50% to 70% Equity |
| MKCPX | BlackRock Sustainable Balanced K | Owns companies we recommend for divestment | 7 | 15 | 28 | 23 | V | Allocation--50% to 70% Equity |
| MRBPX | BlackRock Sustainable Balanced R | Owns companies we recommend for divestment | 7 | 15 | 28 | 23 | V | Allocation--50% to 70% Equity |
| DAABX | DFA US Sustainability Targeted Val Instl | Owns companies we recommend for divestment | 7 | 4 | 9 | 8 | V | Small Value |
| FNIDX | Fidelity® Intl Sustainability Idx | Owns companies we recommend for divestment | 7 | 2 | 12 | 5 | V | Foreign Large Blend |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | Owns companies we recommend for divestment | 7 | 5 | 8 | 11 | V | Small Blend |
| USXF | iShares® ESG Advanced MSCI USA ETF | Owns companies we recommend for divestment | 7 | 11 | 7 | 14 | V | Large Growth |
| XJH | iShares® ESG Screened S&P Mid-Cap ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 9 | V | Mid-Cap Blend |
| TCCHX | TIAA-CREF Social Choice LwCrbn Eq Adv | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TNWCX | TIAA-CREF Social Choice LwCrbn Eq Instl | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TPWCX | TIAA-CREF Social Choice LwCrbn Eq Prmr | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TEWCX | TIAA-CREF Social Choice LwCrbn Eq Retire | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TLWCX | TIAA-CREF Social Choice LwCrbn Eq Retl | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| ESGG | FlexShares STOXX Glbl ESG Select ETF | Owns companies we recommend for divestment | 8 | 17 | 27 | 20 | V | Global Large-Stock Blend |
| GMEYX | GuideStone Funds Impact Equity Instl | Owns companies we recommend for divestment | 8 | 4 | 13 | 7 | V | Global Large-Stock Growth |
| GMEZX | GuideStone Funds Impact Equity Inv | Owns companies we recommend for divestment | 8 | 4 | 13 | 7 | V | Global Large-Stock Growth |
| IQSI | IQ Candriam ESG International Equity ETF | Owns companies we recommend for divestment | 8 | 4 | 16 | 6 | V | Foreign Large Blend |
| JCTR | JPMorgan Carbon Transition US Eq ETF | Owns companies we recommend for divestment | 8 | 12 | 15 | 20 | V | Large Blend |
| NSRIX | Northern Global Sustainability Index I | Owns companies we recommend for divestment | 8 | 12 | 18 | 19 | V | Global Large-Stock Blend |
| NSRKX | Northern Global Sustainability Index K | Owns companies we recommend for divestment | 8 | 12 | 18 | 19 | V | Global Large-Stock Blend |
| TICHX | TIAA-CREF Social Choice Eq Advisor | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TISCX | TIAA-CREF Social Choice Eq Instl | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TRPSX | TIAA-CREF Social Choice Eq Premier | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TICRX | TIAA-CREF Social Choice Eq Retail | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TRSCX | TIAA-CREF Social Choice Eq Retire | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 8 | 4 | 15 | 5 | V | Foreign Large Blend |
| LCTU | BlackRock US Carbon Transition Rdnss ETF | Owns companies we recommend for divestment | 9 | 19 | 24 | 24 | V | Large Blend |
| LCTD | BlackRock World ex US Cbn Tnstn Rdns ETF | Owns companies we recommend for divestment | 9 | 6 | 14 | 9 | V | Foreign Large Blend |
| ESGD | iShares ESG Aware MSCI EAFE ETF | Owns companies we recommend for divestment | 9 | 5 | 18 | 11 | V | Foreign Large Blend |
| ESGU | iShares ESG Aware MSCI USA ETF | Owns companies we recommend for divestment | 9 | 16 | 22 | 24 | V | Large Blend |
| USAWX | USAA Sustainable World | Owns companies we recommend for divestment | 9 | 13 | 17 | 16 | V | Global Large-Stock Blend |
| USWGX | USAA Sustainable World A | Owns companies we recommend for divestment | 9 | 13 | 17 | 16 | V | Global Large-Stock Blend |
| UIWGX | USAA Sustainable World Institutional | Owns companies we recommend for divestment | 9 | 13 | 17 | 16 | V | Global Large-Stock Blend |
| CFJAX | Calvert US Large Cap Value Rspnb Idx A | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
| CFJIX | Calvert US Large Cap Value Rspnb Idx I | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
| CLVRX | Calvert US Large Cap Value Rspnb Idx R6 | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
| SHE | SPDR® MSCI USA Gender Diversity ETF | Owns companies we recommend for divestment | 10 | 15 | 15 | 22 | V | Large Blend |
| CDHAX | Calvert International Responsible Idx A | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
| CDHIX | Calvert International Responsible Idx I | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
| CDHRX | Calvert International Responsible Idx R6 | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
| CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
| CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
| CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
| CSXAX | Calvert US Large Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
| CSXCX | Calvert US Large Cap Core Rspnb Idx C | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
| CISIX | Calvert US Large Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
| CSXRX | Calvert US Large Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
| HKND | Humankind US Stock ETF | Owns companies we recommend for divestment | 12 | 21 | 20 | 29 | V | Large Value |
| ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 12 | 23 | 25 | 31 | V | Large Blend |
| VDNI | V-Shares US Leadership Diversity ETF | Owns companies we recommend for divestment | 14 | 16 | 18 | 27 | V | Large Blend |
| VOTE | Engine No. 1 Transform 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 30 | 33 | V | Large Blend |
| NZAC | SPDR® MSCI ACWI Climate Paris AlignedETF | Owns companies we recommend for divestment | 15 | 23 | 28 | 37 | V | Global Large-Stock Blend |
| AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 16 | 25 | 27 | 40 | V | Large Blend |
| AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 21 | 10 | 34 | 13 | V | Foreign Large Blend |
| CRBN | iShares MSCI ACWI Low Carbon Target ETF | Owns companies we recommend for divestment | 21 | 27 | 38 | 41 | V | Global Large-Stock Blend |
| NSFEX | Natixis Sustainable Future 2025 N | Owns companies we recommend for divestment | 21 | 23 | 40 | 38 | V | Target-Date 2025 |
| NSFFX | Natixis Sustainable Future 2030 N | Owns companies we recommend for divestment | 21 | 23 | 40 | 38 | V | Target-Date 2030 |
| NSFGX | Natixis Sustainable Future 2035 N | Owns companies we recommend for divestment | 21 | 23 | 40 | 38 | V | Target-Date 2035 |
| NSFHX | Natixis Sustainable Future 2040 N | Owns companies we recommend for divestment | 21 | 23 | 40 | 38 | V | Target-Date 2040 |
| NSFJX | Natixis Sustainable Future 2045 N | Owns companies we recommend for divestment | 21 | 23 | 40 | 38 | V | Target-Date 2045 |
| NSFKX | Natixis Sustainable Future 2050 N | Owns companies we recommend for divestment | 21 | 23 | 40 | 38 | V | Target-Date 2050 |
| NSFLX | Natixis Sustainable Future 2055 N | Owns companies we recommend for divestment | 21 | 23 | 40 | 38 | V | Target-Date 2055 |
| NSFMX | Natixis Sustainable Future 2060 N | Owns companies we recommend for divestment | 21 | 23 | 40 | 38 | V | Target-Date 2060 |
| NSFOX | Natixis Sustainable Future 2065 N | Owns companies we recommend for divestment | 21 | 23 | 40 | 38 | V | Target-Date 2065+ |
| DFSU | Dimensional US Sustainability Core 1 ETF | Owns companies we recommend for divestment | 23 | 27 | 33 | 45 | V | Large Blend |
| DFSIX | DFA US Sustainability Core 1 | Owns companies we recommend for divestment | 24 | 27 | 34 | 47 | V | Large Blend |
| DFSI | Dimensional International Sstby Cr 1 ETF | Owns companies we recommend for divestment | 24 | 5 | 48 | 13 | V | Foreign Large Blend |
| VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 24 | 6 | 38 | 7 | V | Foreign Large Blend |
| DFSPX | DFA Intl Sustainability Core 1 | Owns companies we recommend for divestment | 27 | 10 | 54 | 18 | V | Foreign Large Blend |
| LENIX | BlackRock LifePath ESG Index 2030 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2030 |
| LENAX | BlackRock LifePath ESG Index 2030 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2030 |
| LENKX | BlackRock LifePath ESG Index 2030 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2030 |
| LEJIX | BlackRock LifePath ESG Index 2035 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2035 |
| LEJAX | BlackRock LifePath ESG Index 2035 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2035 |
| LEJKX | BlackRock LifePath ESG Index 2035 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2035 |
| LEKIX | BlackRock LifePath ESG Index 2040 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2040 |
| LEKAX | BlackRock LifePath ESG Index 2040 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2040 |
| LEKKX | BlackRock LifePath ESG Index 2040 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2040 |
| LEHIX | BlackRock LifePath ESG Index 2045 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2045 |
| LEHAX | BlackRock LifePath ESG Index 2045 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2045 |
| LEHKX | BlackRock LifePath ESG Index 2045 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2045 |
| LEGIX | BlackRock LifePath ESG Index 2050 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2050 |
| LEBAX | BlackRock LifePath ESG Index 2050 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2050 |
| LEPKX | BlackRock LifePath ESG Index 2050 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2050 |
| LEEIX | BlackRock LifePath ESG Index 2055 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2055 |
| LEVAX | BlackRock LifePath ESG Index 2055 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2055 |
| LEVKX | BlackRock LifePath ESG Index 2055 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2055 |
| LEZIX | BlackRock LifePath ESG Index 2060 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2060 |
| LEZAX | BlackRock LifePath ESG Index 2060 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2060 |
| LEZKX | BlackRock LifePath ESG Index 2060 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2060 |
| LEWIX | BlackRock LifePath ESG Index 2065 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2065+ |
| LEWAX | BlackRock LifePath ESG Index 2065 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2065+ |
| LEWKX | BlackRock LifePath ESG Index 2065 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2065+ |
| ACEAX | AB All China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ACEYX | AB All China Equity Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| 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 no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABAEX | AB Emerging Markets Multi-Asset A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABCEX | AB Emerging Markets Multi-Asset C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABIEX | AB Emerging Markets Multi-Asset I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABKEX | AB Emerging Markets Multi-Asset K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABREX | AB Emerging Markets Multi-Asset R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABZEX | AB Emerging Markets Multi-Asset Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GCEAX | AB Global Core Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 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 | 5 | 4 | 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 | 5 | 4 | 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 | 3 | 3 | X | Large Growth |
| AGRYX | AB Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGRCX | AB Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGFIX | AB Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGFKX | AB Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGFRX | AB Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AEMZX | Acadian Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMGX | Acadian Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMVX | Acadian Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ADKSX | Adirondack Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AKRIX | Akre Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
| AKREX | Akre Focus Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
| AKRSX | Akre Focus Supra Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
| CBEAX | Allspring C&B Large Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
| CBLLX | Allspring C&B Large Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
| CBECX | Allspring C&B Large Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
| CBLSX | Allspring C&B Large Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
| CBEJX | Allspring C&B Large Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
| CBMAX | Allspring C&B Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBMIX | Allspring C&B Mid Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBMCX | Allspring C&B Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBMSX | Allspring C&B Mid Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBMYX | Allspring C&B Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| WEMAX | Allspring Emerging Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WFGDX | Allspring Emerging Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMCX | Allspring Emerging Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMIX | Allspring Emerging Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEGRX | Allspring Emerging Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EQIAX | Allspring Emerging Markets Eq Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQIDX | Allspring Emerging Markets Eq Inc Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQICX | Allspring Emerging Markets Eq Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQIIX | Allspring Emerging Markets Eq Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQIHX | Allspring Emerging Markets Eq Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQIRX | Allspring Emerging Markets Eq Inc R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SGRAX | Allspring Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Large Growth |
| SGRKX | Allspring Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Large Growth |
| WGFCX | Allspring Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Large Growth |
| SGRNX | Allspring Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Large Growth |
| SGRHX | Allspring Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Large Growth |
| STAFX | Allspring Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STDFX | Allspring Large Cap Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STOFX | Allspring Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STNFX | Allspring Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STMFX | Allspring Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| SLGRX | Allspring Large Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STFFX | Allspring Large Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| EKWAX | Allspring Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWDX | Allspring Precious Metals Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWCX | Allspring Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWYX | Allspring Precious Metals Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKJAX | Allspring Premier Large Co Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 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 | 3 | 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 | 3 | 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 | 3 | 4 | 4 | X | Large Growth |
| EKJRX | Allspring Premier Large Co Gr R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 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 | 3 | 4 | 4 | X | Large Growth |
| WFPAX | Allspring Special Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| WFMDX | Allspring Special Mid Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| WFPCX | Allspring Special Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| WFMIX | Allspring Special Mid Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| WFHHX | Allspring Special Mid Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| WFPRX | Allspring Special Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| 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 | 1 | 1 | 1 | X | Utilities |
| EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
| EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
| EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
| 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 |
| OUSM | ALPS O'Shares US Sm-Cp Qul Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
| AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECHX | American Century Emerg Mkts Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECVX | American Century Emerg Mkts Sm Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECMX | American Century Emerg Mkts Sm Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECTX | American Century Emerg Mkts Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEMMX | American Century Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACECX | American Century Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACADX | American Century Emerging Markets G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AMKIX | American Century Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TWMIX | American Century Emerging Markets Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEMRX | American Century Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEGMX | American Century Emerging Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEDMX | American Century Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEYMX | American Century Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECSX | American Century Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FDG | American Century Foc Dynmc Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| AGGRX | American Century Focused Global Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| AGLCX | American Century Focused Global Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| AGGIX | American Century Focused Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| TWGGX | American Century Focused Global Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| AGORX | American Century Focused Global Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| AGFGX | American Century Focused Global Gr R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| AGGDX | American Century Focused Global Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| AGYGX | American Century Focused Global Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AGCLX | American Century Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| AGCHX | American Century Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| AGCSX | American Century Global Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| AGCVX | American Century Global Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| AGCWX | American Century Global Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| AGCTX | American Century Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| ATHAX | American Century Heritage A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| AHGCX | American Century Heritage C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ACILX | American Century Heritage G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHIX | American Century Heritage I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TWHIX | American Century Heritage Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHWX | American Century Heritage R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHGX | American Century Heritage R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHDX | American Century Heritage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHYX | American Century Heritage Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| AIVOX | American Century International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIOCX | American Century International Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACIOX | American Century International Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIOIX | American Century International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIORX | American Century International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ANTMX | American Century Intl Sm-Md Cp G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| ANTSX | American Century Intl Sm-Md Cp Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| 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 |
| 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 | 4 | 4 | 6 | X | Large Growth |
| TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| BULIX | American Century Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| APPIX | Appleseed Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| APPLX | Appleseed Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| ARAIX | Ariel Fund Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| ARGFX | Ariel Fund Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| ARKF | ARK Fintech Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ARKK | ARK Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| ARKW | ARK Next Generation Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| APDYX | Artisan Developing World Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APHYX | Artisan Developing World Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ARTYX | Artisan Developing World Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APDRX | Artisan Global Opportunities Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
| APHRX | Artisan Global Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
| ARTRX | Artisan Global Opportunities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | 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 | 0 | X | Mid-Cap Value |
| APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
| ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
| 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 |
| ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap 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 |
| BARIX | Baron Asset Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BARUX | Baron Asset R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BARAX | Baron Asset Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BGRIX | Baron Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BGRUX | Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BGRFX | Baron Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSKX | BlackRock Advantage Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 |
| 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 companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| BTEK | BlackRock Future Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Technology |
| SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| BISIX | BlackRock International Dividend Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
| BREAX | BlackRock International Dividend Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
| BRECX | BlackRock International Dividend Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
| BREKX | BlackRock International Dividend K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
| MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MAFOX | BlackRock Large Cap Focus Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | 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 | 4 | 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 | 4 | 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 | 4 | 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 |
| DRLAX | BNY Mellon Global Real Estate Scs - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DGBCX | BNY Mellon Global Real Estate Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLIX | BNY Mellon Global Real Estate Scs - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLYX | BNY Mellon Global Real Estate Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| 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 |
| BAFLX | Brown Advisory Global Leaders Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| BIALX | Brown Advisory Global Leaders Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock 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 |
| 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 |
| RGAVX | ClearBridge Global Infrastructure Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CBGAX | ClearBridge Global Infrastructure Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGIVX | ClearBridge Global Infrastructure Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGSVX | ClearBridge Global Infrastructure Inc IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| LBGAX | ClearBridge Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| LBGCX | ClearBridge Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| LBGIX | ClearBridge Mid Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| LCMIX | ClearBridge Mid Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| LCMRX | ClearBridge Mid Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| LMPMX | ClearBridge Small Cap Growth 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SASMX | ClearBridge Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SCSMX | ClearBridge Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMPSX | ClearBridge Small Cap Growth FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SBPYX | ClearBridge Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMOIX | ClearBridge Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMPOX | ClearBridge Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SBVAX | ClearBridge Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SBVLX | ClearBridge Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SMCYX | ClearBridge Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| LCBIX | ClearBridge Small Cap Value IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| LGVAX | ClearBridge Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Value |
| LMVTX | ClearBridge Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Value |
| LMVFX | ClearBridge Value FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Value |
| LMNVX | ClearBridge Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Value |
| CBVBX | ClearBridge Value IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Value |
| LMVRX | ClearBridge Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Value |
| 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 |
| NFEAX | Columbia Large Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | 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 | 3 | 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 | 3 | 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 | 3 | 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 | 3 | 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 | 3 | 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 | 3 | 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 |
| IGLGX | Columbia Select Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| CSGVX | Columbia Select Global Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| RGCEX | Columbia Select Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| RGERX | Columbia Select Global Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| CGERX | Columbia Select Global Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| ELGAX | Columbia Select Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
| CSRRX | Columbia Select Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
| ELGCX | Columbia Select Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
| UMLGX | Columbia Select Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
| CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
| CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
| URLGX | Columbia Select Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large 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 |
| CSMIX | Columbia Small Cap Value I A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CVVRX | Columbia Small Cap Value I Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CSSCX | Columbia Small Cap Value I C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CSCZX | Columbia Small Cap Value I Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CUURX | Columbia Small Cap Value I Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CSVYX | Columbia Small Cap Value I Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CSVRX | Columbia Small Cap Value I R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| XLC | Communication Services Sel Sect SPDR®ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| 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 |
| 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 |
| 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 |
| IATAX | Delaware Ivy Accumulative Fund Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| IATCX | Delaware Ivy Accumulative Fund Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| IATIX | Delaware Ivy Accumulative Fund Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| IVJAX | Delaware Ivy International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| IVJCX | Delaware Ivy International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| IVJIX | Delaware Ivy International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| IVJRX | Delaware Ivy International Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| IVJYX | Delaware Ivy International Small Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| IGNAX | Delaware Ivy Natural Resources A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| IGNCX | Delaware Ivy Natural Resources C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| IGNIX | Delaware Ivy Natural Resources I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| IGNRX | Delaware Ivy Natural Resources R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| INRSX | Delaware Ivy Natural Resources R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| IGNYX | Delaware Ivy Natural Resources Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| IPOAX | Delaware Ivy Systematic Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IPOCX | Delaware Ivy Systematic Em Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IPOIX | Delaware Ivy Systematic Em Mkts Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IYPCX | Delaware Ivy Systematic Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IMEGX | Delaware Ivy Systematic Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IPOYX | Delaware Ivy Systematic Em Mkts Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IRSAX | Delaware Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSCX | Delaware Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IREIX | Delaware Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSRX | Delaware Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSEX | Delaware Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSYX | Delaware Real Estate Securities Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DVEAX | Delaware Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DVECX | Delaware Select Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| VAGGX | Delaware Select Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DFSRX | Delaware Select Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DSGDX | Delaware Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DSGEX | Delaware Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DSGGX | Delaware Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DSGFX | Delaware Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DFCIX | Delaware Smid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DEEVX | Delaware Smid Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DFDIX | Delaware Smid Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DFRIX | Delaware Smid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DFZRX | Delaware Smid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DEMZ | Democratic Large Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Blend |
| DFRSX | DFA Asia Pacific Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| DFGEX | DFA Global Real Estate Securities Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFITX | DFA International Real Estate Sec I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFJSX | DFA Japanese Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DFREX | DFA Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DEHP | Dimensional Em Mkts High Prof ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| 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 |
| DODFX | Dodge & Cox International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 5 | 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 | 5 | X | Foreign Large Value |
| EGLBX | Elfun International Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| ELFNX | Elfun Trusts | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| EMGEX | Emerging Markets Growth Fund F-3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRGX | Emerging Markets Growth Fund M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REFGX | Emerging Markets Growth Fund R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FBTAX | Fidelity Advisor® Biotechnology A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTCX | Fidelity Advisor® Biotechnology C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTIX | Fidelity Advisor® Biotechnology I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTTX | Fidelity Advisor® Biotechnology M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FIJYX | Fidelity Advisor® Biotechnology Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FHKAX | Fidelity Advisor® China Region A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FCHKX | Fidelity Advisor® China Region C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FHKIX | Fidelity Advisor® China Region I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FHKTX | Fidelity Advisor® China Region M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FIQFX | Fidelity Advisor® China Region Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FGDMX | Fidelity Advisor® Communication Svcs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
| FGHMX | Fidelity Advisor® Communication Svcs C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
| FGJMX | Fidelity Advisor® Communication Svcs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
| FGEMX | Fidelity Advisor® Communication Svcs M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
| FGKMX | Fidelity Advisor® Communication Svcs Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
| FEDAX | Fidelity Advisor® Emerg Mkts Discv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDGX | Fidelity Advisor® Emerg Mkts Discv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDIX | Fidelity Advisor® Emerg Mkts Discv I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDTX | Fidelity Advisor® Emerg Mkts Discv M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FIQGX | Fidelity Advisor® Emerg Mkts Discv Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEAAX | Fidelity Advisor® Emerging Asia A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FERCX | Fidelity Advisor® Emerging Asia C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FERIX | Fidelity Advisor® Emerging Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEATX | Fidelity Advisor® Emerging Asia M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FIQPX | Fidelity Advisor® Emerging Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEDMX | Fidelity Advisor® Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEMMX | Fidelity Advisor® Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FECMX | Fidelity Advisor® Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEQMX | Fidelity Advisor® Emerging Markets M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FZEMX | Fidelity Advisor® Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FAFDX | Fidelity Advisor® Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
| FAFCX | Fidelity Advisor® Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
| FFSIX | Fidelity Advisor® Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
| FAFSX | Fidelity Advisor® Financial Services M | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
| FIKBX | Fidelity Advisor® Financial Services Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
| FAMKX | Fidelity Advisor® Focused Em Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FMCKX | Fidelity Advisor® Focused Em Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FIMKX | Fidelity Advisor® Focused Em Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTMKX | Fidelity Advisor® Focused Em Mkts M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FZAEX | Fidelity Advisor® Focused Em Mkts Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FWRAX | Fidelity Advisor® Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRCX | Fidelity Advisor® Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRIX | Fidelity Advisor® Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRTX | Fidelity Advisor® Global Real Estate M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FIKKX | Fidelity Advisor® Global Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FGDAX | Fidelity Advisor® Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDCX | Fidelity Advisor® Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDIX | Fidelity Advisor® Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDTX | Fidelity Advisor® Gold M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FIJDX | Fidelity Advisor® Gold Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FACDX | Fidelity Advisor® Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FHCCX | Fidelity Advisor® Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FHCIX | Fidelity Advisor® Health Care I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FACTX | Fidelity Advisor® Health Care M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FIKCX | Fidelity Advisor® Health Care Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FIRAX | Fidelity Advisor® Intl Real Estate A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIRCX | Fidelity Advisor® Intl Real Estate C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIRIX | Fidelity Advisor® Intl Real Estate I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIRTX | Fidelity Advisor® Intl Real Estate M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIKLX | Fidelity Advisor® Intl Real Estate Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FOPAX | Fidelity Advisor® Intl Sm Cap Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FOPCX | Fidelity Advisor® Intl Sm Cap Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FOPIX | Fidelity Advisor® Intl Sm Cap Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FOPTX | Fidelity Advisor® Intl Sm Cap Opps M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FIQJX | Fidelity Advisor® Intl Sm Cap Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FIASX | Fidelity Advisor® Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FICSX | Fidelity Advisor® Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIXIX | Fidelity Advisor® Intl Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FTISX | Fidelity Advisor® Intl Small Cap M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIQIX | Fidelity Advisor® Intl Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FPJAX | Fidelity Advisor® Japan A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| FJPCX | Fidelity Advisor® Japan C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| FJPIX | Fidelity Advisor® Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| FJPTX | Fidelity Advisor® Japan M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| FIQLX | Fidelity Advisor® Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| FLFAX | Fidelity Advisor® Latin America A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FLFCX | Fidelity Advisor® Latin America C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FLFIX | Fidelity Advisor® Latin America I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FLFTX | Fidelity Advisor® Latin America M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FIQMX | Fidelity Advisor® Latin America Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FMFAX | Fidelity Advisor® Materials A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFCX | Fidelity Advisor® Materials C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFEX | Fidelity Advisor® Materials I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFTX | Fidelity Advisor® Materials M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FIJFX | Fidelity Advisor® Materials Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FELAX | Fidelity Advisor® Semiconductors A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FELCX | Fidelity Advisor® Semiconductors C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FELIX | Fidelity Advisor® Semiconductors I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FELTX | Fidelity Advisor® Semiconductors M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FIKGX | Fidelity Advisor® Semiconductors Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FADTX | Fidelity Advisor® Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
| FTHCX | Fidelity Advisor® Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
| FATIX | Fidelity Advisor® Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
| FATEX | Fidelity Advisor® Technology M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
| FIKHX | Fidelity Advisor® Technology Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
| FTUAX | Fidelity Advisor® Telecommunications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTUCX | Fidelity Advisor® Telecommunications C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTUIX | Fidelity Advisor® Telecommunications I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTUTX | Fidelity Advisor® Telecommunications M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FIJGX | Fidelity Advisor® Telecommunications Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FUGAX | Fidelity Advisor® Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FUGCX | Fidelity Advisor® Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FUGIX | Fidelity Advisor® Utilities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FAUFX | Fidelity Advisor® Utilities M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FIKIX | Fidelity Advisor® Utilities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FEMKX | Fidelity Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FKEMX | Fidelity Emerging Markets K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FARMX | Fidelity® Agricultural Productivity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Natural Resources |
| FHKCX | Fidelity® China Region | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FCLD | Fidelity® Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
| FDHT | Fidelity® Digital Health ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBOTX | Fidelity® Disruptive Automation | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| FBTNX | Fidelity® Disruptive Automation F | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| FBTLX | Fidelity® Disruptive Automation Lylty 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| FBTMX | Fidelity® Disruptive Automation Lylty 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| FONLX | Fidelity® Disruptive Cmnctn Lylty 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Communications |
| FONMX | Fidelity® Disruptive Cmnctn Lylty 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Communications |
| FNETX | Fidelity® Disruptive Communications | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Communications |
| FONNX | Fidelity® Disruptive Communications F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Communications |
| FNTEX | Fidelity® Disruptive Finance | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
| FNTNX | Fidelity® Disruptive Finance F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
| FNTLX | Fidelity® Disruptive Finance Lylty 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
| FNTMX | Fidelity® Disruptive Finance Lylty 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
| FMEDX | Fidelity® Disruptive Medicine | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FRXNX | Fidelity® Disruptive Medicine F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FRXLX | Fidelity® Disruptive Medicine Lylty 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FRXMX | Fidelity® Disruptive Medicine Lylty 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FTEKX | Fidelity® Disruptive Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
| FTKNX | Fidelity® Disruptive Technology F | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
| FTKLX | Fidelity® Disruptive Technology Lylty 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
| FTKMX | Fidelity® Disruptive Technology Lylty 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
| FGDFX | Fidelity® Disruptors | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 8 | X | Large Growth |
| FGLLX | Fidelity® Disruptors Lylty 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 8 | X | Large Growth |
| FGLMX | Fidelity® Disruptors Lylty 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 8 | X | Large Growth |
| FDRV | Fidelity® Elctrc Vhcls & Ftr Trnsptn ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| FSEAX | Fidelity® Emerging Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEDDX | Fidelity® Emerging Markets Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FDEM | Fidelity® Emerging Markets Mltfct ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FNSTX | Fidelity® Infrastructure | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FISMX | Fidelity® International Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FSCOX | Fidelity® International Small Cap Opp | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FIREX | Fidelity® Intl Real Estate | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FJPNX | Fidelity® Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| FJSCX | Fidelity® Japan Smaller Companies | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| FLATX | Fidelity® Latin America | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FMAG | Fidelity® Magellan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| FMKFX | Fidelity® Magellan K6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| FMAGX | Fidelity® Magellan® | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| FMGKX | Fidelity® Magellan® K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| FMET | Fidelity® Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Technology |
| FCOM | Fidelity® MSCI Communication ServicesETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| FSTA | Fidelity® MSCI Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| FMAT | Fidelity® MSCI Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| FREL | Fidelity® MSCI Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| FUTY | Fidelity® MSCI Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FNARX | Fidelity® Natural Resources Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Equity Energy |
| FNORX | Fidelity® Nordic | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| FOCPX | Fidelity® OTC | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 7 | 8 | X | Large Growth |
| FOCKX | Fidelity® OTC K | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 7 | 8 | X | Large Growth |
| FOKFX | Fidelity® OTC K6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 7 | 8 | X | Large Growth |
| FPBFX | Fidelity® Pacific Basin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Pacific/Asia |
| FSRNX | Fidelity® Real Estate Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| FPRO | Fidelity® Real Estate Investment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRESX | Fidelity® Real Estate Investment Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FGKPX | Fidelity® SAI Em Mkts Lw Vol Idx | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEMVX | Fidelity® SAI Emerging Mkts Val Idx | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FISZX | Fidelity® SAI Intl SMA Cmpltn | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
| FSJPX | Fidelity® SAI Japan Stock Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
| FESIX | Fidelity® SAI Real Estate Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| FUQIX | Fidelity® SAI US Quality Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| FSAVX | Fidelity® Select Automotive Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Consumer Cyclical |
| FSRBX | Fidelity® Select Banking | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 6 | X | Financial |
| FBIOX | Fidelity® Select Biotechnology | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FSLBX | Fidelity® Select Brokerage & Invmt Mgmt | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Financial |
| FSCHX | Fidelity® Select Chemicals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FBMPX | Fidelity® Select Communication Services | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
| FIDSX | Fidelity® Select Financial Services Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
| FSVLX | Fidelity® Select Fintech Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Financial |
| FSAGX | Fidelity® Select Gold | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FSPHX | Fidelity® Select Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FSPCX | Fidelity® Select Insurance Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| FSDPX | Fidelity® Select Materials | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FSMEX | Fidelity® Select Medical Tech and Devcs | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FPHAX | Fidelity® Select Pharmaceuticals Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FSRPX | Fidelity® Select Retailing | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Consumer Cyclical |
| FSELX | Fidelity® Select Semiconductors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FSPTX | Fidelity® Select Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Technology |
| FSTCX | Fidelity® Select Telecommunications Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FSUTX | Fidelity® Select Utilities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FJACX | Fidelity® Series Small Cap Discovery | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| FSCRX | Fidelity® Small Cap Discovery | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| FIUIX | Fidelity® Telecom and Utilities | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Utilities |
| FEFAX | First Eagle Fund of America A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Blend |
| FEAMX | First Eagle Fund of America C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Blend |
| FEAIX | First Eagle Fund of America I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Blend |
| EARFX | First Eagle Fund of America R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Blend |
| EAFRX | First Eagle Fund of America R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Blend |
| FERFX | First Eagle Fund of America R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Blend |
| FEFRX | First Eagle Fund of America R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Blend |
| SGGDX | First Eagle Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEGOX | First Eagle Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEGIX | First Eagle Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EAURX | First Eagle Gold R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FIURX | First Eagle Gold R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FERUX | First Eagle Gold R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEURX | First Eagle Gold R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEVAX | First Eagle US Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 4 | 8 | X | Allocation--70% to 85% Equity |
| FEVCX | First Eagle US Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 4 | 8 | X | Allocation--70% to 85% Equity |
| FEVIX | First Eagle US Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 4 | 8 | X | Allocation--70% to 85% Equity |
| EARVX | First Eagle US Value R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 4 | 8 | X | Allocation--70% to 85% Equity |
| FIVRX | First Eagle US Value R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 4 | 8 | X | Allocation--70% to 85% Equity |
| FERVX | First Eagle US Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 4 | 8 | X | Allocation--70% to 85% Equity |
| FEVRX | First Eagle US Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 4 | 8 | X | Allocation--70% to 85% Equity |
| AFSM | First Trust Active Factor Small Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| DTRE | First Trust Alerian Dsrupt Tech RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FPA | First Trust AsiaPac ex-Jpn AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| BICK | First Trust BICK ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FBZ | First Trust Brazil AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| SKYY | First Trust Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
| FXD | First Trust Cnsmr Discret AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Consumer Cyclical |
| FXG | First Trust Cnsmr Staples AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Defensive |
| FGD | First Trust Dow Jones Global Sel Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
| FDN | First Trust Dow Jones Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 4 | X | Technology |
| FDNI | First Trust Dow Jones Intl Intnt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FDM | First Trust Dow Jones Sel MicroCap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FEMS | First Trust Emerg Mkts SC AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FCEF | First Trust Income Opportunity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| FTW | First Trust India NIFTY 50 Equal Wtd ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| FTRI | First Trust Indxx Glbl Natrl Res Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FTAG | First Trust Indxx Global Agriculture ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Natural Resources |
| MDEV | First Trust Indxx Global Mdcl Dvcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| ARVR | First Trust Indxx Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Technology |
| FPXI | First Trust International Eq Opps ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| FICS | First Trust Intl Developed Cap Strth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| FPXE | First Trust IPOX Europe Equity Opps ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
| FJP | First Trust Japan AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Japan Stock |
| FXZ | First Trust Materials AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FTXG | First Trust Nasdaq Food & Beverage ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Defensive |
| EKG | First Trust Nasdaq Lux Dgtl Hlth SoluETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FTXH | First Trust Nasdaq Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| FTXL | First Trust Nasdaq Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FTXR | First Trust Nasdaq Transportation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Industrials |
| QQEW | First Trust NASDAQ-100 Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| QQXT | First Trust NASDAQ-100 ex-Tech Sect ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 1 | X | Large Growth |
| QTEC | First Trust NASDAQ-100-Tech Sector ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Technology |
| FCG | First Trust Natural Gas ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| EMLP | First Trust North Amer Engy InfrasETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| FBT | First Trust NYSE Arca Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| AIRR | First Trust RBA Amer Indl RenaisTM ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| RFDI | First Trust RiverFront Dyn Dev Intl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Blend |
| RFEM | First Trust RiverFront Dyn Em Mkts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FID | First Trust S&P Int Div Aristocrats ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| FRI | First Trust S&P REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CARZ | First Trust S-Network Fut Vhcl&Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Consumer Cyclical |
| ISHP | First Trust S-Network Glb E-Com ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 2 | X | Consumer Cyclical |
| BNGE | First Trust S-Network Strmng & Gmng ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FDD | First Trust STOXX® European Sel Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
| FSZ | First Trust Switzerland AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| FXU | First Trust Utilities AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FOVAX | First Trust/Confluence Small Cap Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| FOVCX | First Trust/Confluence Small Cap Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| FOVIX | First Trust/Confluence Small Cap Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| FBDIX | Franklin Biotechnology Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FTDZX | Franklin Biotechnology Discovery Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FBTDX | Franklin Biotechnology Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FRBRX | Franklin Biotechnology Discovery R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| BUYZ | Franklin Disruptive Commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| FCEEX | Franklin Emerging Market Core Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| XDAT | Franklin Exponential Data ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | X | Technology |
| FLAU | Franklin FTSE Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FLBR | Franklin FTSE Brazil ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FLHK | Franklin FTSE Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FLIN | Franklin FTSE India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| FLIY | Franklin FTSE Italy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| FLJP | Franklin FTSE Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| FLJH | Franklin FTSE Japan Hedged ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| FLSA | Franklin FTSE Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FLZA | Franklin FTSE South Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FLKR | Franklin FTSE South Korea ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Miscellaneous Region |
| FLSW | Franklin FTSE Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| FLTW | Franklin FTSE Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HELX | Franklin Genomic Advancements ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FKRCX | Franklin Gold and Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGADX | Franklin Gold and Precious Metals Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FRGOX | Franklin Gold and Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGPMX | Franklin Gold and Precious Metals R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FINAX | Franklin Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| FKSCX | Franklin Intl Small Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| FCSMX | Franklin Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| FISDX | Franklin Intl Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| FCAPX | Franklin Intl Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| FRMCX | Franklin MicroCap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FVRMX | Franklin MicroCap Value Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FMCVX | Franklin MicroCap Value R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FREEX | Franklin Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRLAX | Franklin Real Estate Securities Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRRSX | Franklin Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FSERX | Franklin Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRVLX | Franklin Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FVADX | Franklin Small Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FRVFX | Franklin Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FVFRX | Franklin Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FRCSX | Franklin Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FRSGX | Franklin Small-Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| FSGAX | Franklin Small-Mid Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| FRSIX | Franklin Small-Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| FSMRX | Franklin Small-Mid Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| FMGGX | Franklin Small-Mid Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| FQTEX | Franklin Templeton SMACS: Series E Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Allocation--70% to 85% Equity |
| FQEMX | Franklin Templeton SMACS: Series EM | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FKUQX | Franklin Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FKUTX | Franklin Utilities A1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FRUAX | Franklin Utilities Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FRUSX | Franklin Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FRURX | Franklin Utilities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FUFRX | Franklin Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FMGEX | Frontier MFG Global Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Global Large-Stock Growth |
| FMGPX | Frontier MFG Global Plus Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| FMPSX | Frontier MFG Global Plus Service | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| LIT | Global X Lithium & Battery Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| GSJY | Goldman Sachs ActiveBeta® Japan Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
| GSAGX | Goldman Sachs China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSACX | Goldman Sachs China Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAIX | Goldman Sachs China Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAEX | Goldman Sachs China Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GMEPX | Goldman Sachs China Equity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAFX | Goldman Sachs China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GERAX | Goldman Sachs Em Mkts Eq Insghts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GERCX | Goldman Sachs Em Mkts Eq Insghts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GERIX | Goldman Sachs Em Mkts Eq Insghts Intl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GIRPX | Goldman Sachs Em Mkts Eq Insghts Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GAGPX | Goldman Sachs Em Mkts Eq Insghts P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GRRPX | Goldman Sachs Em Mkts Eq Insghts R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GERUX | Goldman Sachs Em Mkts Eq Insghts R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMAX | Goldman Sachs Emerging Markets Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMCX | Goldman Sachs Emerging Markets Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMIX | Goldman Sachs Emerging Markets Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GIRMX | Goldman Sachs Emerging Markets Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GAHPX | Goldman Sachs Emerging Markets Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMUX | Goldman Sachs Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMSX | Goldman Sachs Emerging Markets Eq Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMWX | Goldman Sachs Emerging Mkt Eq ex. Chn R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMJX | Goldman Sachs Emerging Mkt Eq ex. ChnIns | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMOX | Goldman Sachs Emerging Mkt Eq ex. ChnInv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMHX | Goldman Sachs Emerging Mkts Eq ex. Chn A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMLX | Goldman Sachs Emerging Mkts Eq ex. Chn C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMPX | Goldman Sachs Emerging Mkts Eq ex. Chn P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMQX | Goldman Sachs Emerging Mkts Eq ex. Chn R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GREI | Goldman Sachs Ft Rl Estt & Infrs Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| GBUY | Goldman Sachs Future Consumer Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Consumer Cyclical |
| GDOC | Goldman Sachs Future Health Care Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GGIAX | Goldman Sachs Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGICX | Goldman Sachs Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGIDX | Goldman Sachs Global Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGINX | Goldman Sachs Global Infras Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGWPX | Goldman Sachs Global Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGIEX | Goldman Sachs Global Infras R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGIJX | Goldman Sachs Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GARGX | Goldman Sachs Global Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARKX | Goldman Sachs Global Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARSX | Goldman Sachs Global Rl Estt Secs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARJX | Goldman Sachs Global Rl Estt Secs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GGUPX | Goldman Sachs Global Rl Estt Secs P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARHX | Goldman Sachs Global Rl Estt Secs R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARVX | Goldman Sachs Global Rl Estt Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GGQPX | Goldman Sachs Growth Opportunities P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| GGOAX | Goldman Sachs Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| GGOCX | Goldman Sachs Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| GGOIX | Goldman Sachs Mid Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| GGOTX | Goldman Sachs Mid Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| GGORX | Goldman Sachs Mid Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| GGOUX | Goldman Sachs Mid Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| GGOSX | Goldman Sachs Mid Cap Growth Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| GREAX | Goldman Sachs Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRECX | Goldman Sachs Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GREIX | Goldman Sachs Real Estate Securities Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRETX | Goldman Sachs Real Estate Securities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GMJPX | Goldman Sachs Real Estate Securities P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRERX | Goldman Sachs Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GREUX | Goldman Sachs Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRESX | Goldman Sachs Real Estate Securities Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GITAX | Goldman Sachs Technology Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| GITCX | Goldman Sachs Technology Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| GITIX | Goldman Sachs Technology Opps Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| GISTX | Goldman Sachs Technology Opps Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| GSJPX | Goldman Sachs Technology Opps P | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| GTORX | Goldman Sachs Technology Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| GITSX | Goldman Sachs Technology Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| GLEAX | GS Energy Infrastructure Fd A Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| GLECX | GS Energy Infrastructure Fd C Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| GLEPX | GS Energy Infrastructure Fd Instl Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| GLEIX | GS Energy Infrastructure Fd Inv Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| GAMPX | GS Energy Infrastructure Fd P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| GLERX | GS Energy Infrastructure Fd R Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| GLESX | GS Energy Infrastructure Fd R6 Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| HGHAX | Hartford Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| HGHCX | Hartford Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| HGHFX | Hartford Healthcare F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| HIAHX | Hartford Healthcare HLS IA | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| HBGHX | Hartford Healthcare HLS IB | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| HGHIX | Hartford Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| HGHRX | Hartford Healthcare R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| HGHSX | Hartford Healthcare R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| HGHTX | Hartford Healthcare R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| HGHVX | Hartford Healthcare R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| HGHYX | Hartford Healthcare Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| ROAM | Hartford Multifactor Emerging Mkts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ROSC | Hartford Multifactor Small Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Value |
| HSHAX | Hartford Schroders China A A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHCX | Hartford Schroders China A C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHFX | Hartford Schroders China A F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHIX | Hartford Schroders China A I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHRX | Hartford Schroders China A SDR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHYX | Hartford Schroders China A Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSXAX | Hartford Schroders Diversified Em Mkts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXCX | Hartford Schroders Diversified Em Mkts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXFX | Hartford Schroders Diversified Em Mkts F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXIX | Hartford Schroders Diversified Em Mkts I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXYX | Hartford Schroders Diversified Em Mkts Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSDEX | Hartford Schroders Diversified EmMktsSDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SEMVX | Hartford Schroders Emerging Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HHHCX | Hartford Schroders Emerging Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HHHFX | Hartford Schroders Emerging Mkts Eq F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEMNX | Hartford Schroders Emerging Mkts Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HHHRX | Hartford Schroders Emerging Mkts Eq R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HHHSX | Hartford Schroders Emerging Mkts Eq R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HHHTX | Hartford Schroders Emerging Mkts Eq R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEMTX | Hartford Schroders Emerging Mkts Eq SDR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HHHYX | Hartford Schroders Emerging Mkts Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SCVEX | Hartford Schroders International Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| HSWCX | Hartford Schroders International Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| HSWFX | Hartford Schroders International Stk F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| SCIEX | Hartford Schroders International Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| HSWRX | Hartford Schroders International Stk R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| HSWSX | Hartford Schroders International Stk R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| HSWTX | Hartford Schroders International Stk R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| SCIJX | Hartford Schroders International Stk SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| HSWYX | Hartford Schroders International Stk Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| XLV | Health Care Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| PSR | Invesco Active US Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PCEF | Invesco CEF Income Composite ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| CQQQ | Invesco China Technology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ODMAX | Invesco Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVCX | Invesco Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVNX | Invesco Developing Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DVMFX | Invesco Developing Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVIX | Invesco Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVYX | Invesco Developing Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PYZ | Invesco DWA Basic Materials Momentum ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| PSL | Invesco DWA Consumer Staples Mom ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Consumer Defensive |
| PIE | Invesco DWA Emerging Markets Mom ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PXI | Invesco DWA Energy Momentum ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| PFI | Invesco DWA Financial Momentum ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PUI | Invesco DWA Utilities Momentum ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PBE | Invesco Dynamic Biotech & Genome ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PKB | Invesco Dynamic Building & Const ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| PXE | Invesco Dynamic Engy Explr & Prdtn ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| PBJ | Invesco Dynamic Food & Beverage ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Defensive |
| PEJ | Invesco Dynamic Leisure and Entmnt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| PWC | Invesco Dynamic Market ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| PBS | Invesco Dynamic Media ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| PXJ | Invesco Dynamic Oil & Gas Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| PJP | Invesco Dynamic Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| PSI | Invesco Dynamic Semiconductors ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| PSJ | Invesco Dynamic Software ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| IEMAX | Invesco Emerging Markets Select Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IEMCX | Invesco Emerging Markets Select Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IEMRX | Invesco Emerging Markets Select Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IEMYX | Invesco Emerging Markets Select Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IEMIX | Invesco Emerging Markets Select EquityR5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMEFX | Invesco Emerging Markets Select EquityR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMIAX | Invesco Emerging Mkts Innovators A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMVCX | Invesco Emerging Mkts Innovators C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMIRX | Invesco Emerging Mkts Innovators R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMIMX | Invesco Emerging Mkts Innovators R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMVIX | Invesco Emerging Mkts Innovators R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMIYX | Invesco Emerging Mkts Innovators Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ASIAX | Invesco EQV Asia Pacific Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASICX | Invesco EQV Asia Pacific Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASISX | Invesco EQV Asia Pacific Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASIYX | Invesco EQV Asia Pacific Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| GTDDX | Invesco EQV Emerging Markets All Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDCX | Invesco EQV Emerging Markets All Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDIX | Invesco EQV Emerging Markets All Cap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDFX | Invesco EQV Emerging Markets All Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDYX | Invesco EQV Emerging Markets All Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ESMAX | Invesco EQV Euro Small Company A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| ESMCX | Invesco EQV Euro Small Company C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| ESMSX | Invesco EQV Euro Small Company R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| ESMYX | Invesco EQV Euro Small Company Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| AEDAX | Invesco EQV European Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
| AEDCX | Invesco EQV European Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
| EGINX | Invesco EQV European Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
| AEDRX | Invesco EQV European Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
| AEGSX | Invesco EQV European Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
| AEDYX | Invesco EQV European Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
| AIIEX | Invesco EQV International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
| AIECX | Invesco EQV International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
| AIERX | Invesco EQV International Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
| AIEVX | Invesco EQV International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
| IGFRX | Invesco EQV International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
| AIIYX | Invesco EQV International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
| IEGAX | Invesco EQV Intl Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGCX | Invesco EQV Intl Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGIX | Invesco EQV Intl Small Company R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGFX | Invesco EQV Intl Small Company R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGYX | Invesco EQV Intl Small Company Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| AWSAX | Invesco Global Core Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
| AWSCX | Invesco Global Core Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
| AWSRX | Invesco Global Core Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
| AWSIX | Invesco Global Core Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
| AWSSX | Invesco Global Core Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
| AWSYX | Invesco Global Core Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
| GIZAX | Invesco Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZCX | Invesco Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZRX | Invesco Global Infrastructure R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZFX | Invesco Global Infrastructure R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZSX | Invesco Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZYX | Invesco Global Infrastructure Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| OPGIX | Invesco Global Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| OGICX | Invesco Global Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| OGINX | Invesco Global Opportunities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GOFFX | Invesco Global Opportunities R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| OGIIX | Invesco Global Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
