SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
ATEKX | AB Sustainable Global Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
ATERX | AB Sustainable Global Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPKX | AB Sustainable Intl Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPRX | AB Sustainable Intl Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
APWKX | AB Sustainable Thematic Bal Port K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
APPRX | AB Sustainable Thematic Bal Port R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
GIGAX | abrdn Emerging Mkts Sust Ldrs A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIGCX | abrdn Emerging Mkts Sust Ldrs C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIGIX | abrdn Emerging Mkts Sust Ldrs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIRRX | abrdn Emerging Mkts Sust Ldrs R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIGSX | abrdn Emerging Mkts SustLdrs InstlSvc | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
JETAX | abrdn Global Equity Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
JETIX | abrdn Global Equity Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
BJBIX | abrdn International Sust Ldrs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
JIEIX | abrdn International Sust Ldrs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
JSTC | Adasina Social Justice All Cp Glbl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
AGPIX | AGF Global Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
AGPRX | AGF Global Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
SPEGX | Alger Responsible Investing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
INAAX | ALPS/Kotak India ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INFCX | ALPS/Kotak India ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INDIX | ALPS/Kotak India ESG I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INDSX | ALPS/Kotak India ESG II | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INDAX | ALPS/Kotak India ESG Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
AMIDX | Amana Developing World Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
AMDWX | Amana Developing World Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | V | Large Blend |
AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | V | Large Blend |
MID | American Century Mid Cap Gr Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
BATT | Amplify Lithium & Battery Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Natural Resources |
ESAGX | Ashmore Emerging Markets Equity ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
ESCGX | Ashmore Emerging Markets Equity ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
ESIGX | Ashmore Emerging Markets Equity ESG Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Blend |
AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | V | Diversified Emerging Mkts |
CHGX | AXS Change Finance ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 10 | V | Large Blend |
NXTE | AXS Green Alpha ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Large-Stock Blend |
BGHBX | Baillie Gifford Health Inn Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
BGHDX | Baillie Gifford Health Inn Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BVSIX | Baywood Socially Responsible Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | V | Large Value |
BECO | BlackRock Future Climate and Sus Eco ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Blend |
BGIMX | BlackRock Global Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Global Large-Stock Growth |
BGAMX | BlackRock Global Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Global Large-Stock Growth |
BGKMX | BlackRock Global Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Global Large-Stock Growth |
BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BINAX | BlackRock Infrastructure Sust Opps Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BINKX | BlackRock Infrastructure Sust Opps K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BIBHX | BlackRock International Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
BIBGX | BlackRock International Impact Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
BIKMX | BlackRock International Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
BLZKX | BlackRock Sustainable Adg EM Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
MAPCX | BlackRock Sustainable Em Mkts Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MDPCX | BlackRock Sustainable Em Mkts Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MPCKX | BlackRock Sustainable Em Mkts Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MRPCX | BlackRock Sustainable Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BSUIX | BlackRock Sustainable Intntl Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
BSIAX | BlackRock Sustainable Intntl Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
BKSIX | BlackRock Sustainable Intntl Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
BESGX | BlackRock Sustainable US Growth Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
BASGX | BlackRock Sustainable US Growth Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
BSGKX | BlackRock Sustainable US Growth Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
BIBFX | BlackRock US Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
BUAMX | BlackRock US Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
BUKMX | BlackRock US Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
DTCAX | BNY Mellon Sust US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
DTCCX | BNY Mellon Sust US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
DRTCX | BNY Mellon Sust US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
DTCYX | BNY Mellon Sust US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
BKES | BNY Mellon Sustainable Glbl Em Mkts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BKIS | BNY Mellon Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
DRTHX | BNY Mellon Sustainable US Eq Fd Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
BKUS | BNY Mellon Sustainable US Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BCAIX | Boston Common ESG Impact Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Foreign Large Blend |
BCAMX | Boston Common ESG Impact US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Large Blend |
BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
WSBFX | Boston Trust Walden Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | V | Moderately Aggressive Allocation |
WSEFX | Boston Trust Walden Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 7 | V | Large Blend |
WAMFX | Boston Trust Walden Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
BOSOX | Boston Trust Walden Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
WASMX | Boston Trust Walden SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
GRSIX | Brookfield Global Rnwbls & Sst Infrs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
BAWAX | Brown Advisory Sustainable Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
BAFWX | Brown Advisory Sustainable Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
BIAWX | Brown Advisory Sustainable Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
BAILX | Brown Advisory Sustainable Intl Ldrs Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Growth |
BISLX | Brown Advisory Sustainable Intl Ldrs Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Growth |
BAFYX | Brown Advisory Sustainable Sml-Cp Cr Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
BASVX | Brown Advisory Sustainable Val Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Large Value |
BISVX | Brown Advisory Sustainable Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Large Value |
SROI | Calamos Antetokounmpo Global Sus Eqs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | V | Global Large-Stock Blend |
SROAX | Calamos Antetokounmpo Sustainable Eqs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
SROCX | Calamos Antetokounmpo Sustainable Eqs C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
SROIX | Calamos Antetokounmpo Sustainable Eqs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
SRORX | Calamos Antetokounmpo Sustainable Eqs R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
CEFAX | Calvert Emerging Markets Advancement A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
CEFIX | Calvert Emerging Markets Advancement I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
CVMAX | Calvert Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMCX | Calvert Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMIX | Calvert Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMRX | Calvert Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CSIEX | Calvert Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CSECX | Calvert Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CEYIX | Calvert Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CEYRX | Calvert Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CRFAX | Calvert Focused Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Large Value |
CRFCX | Calvert Focused Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Large Value |
CRFIX | Calvert Focused Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Large Value |
CRFRX | Calvert Focused Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Large Value |
CGRAX | Calvert Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGECX | Calvert Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGEIX | Calvert Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGRRX | Calvert Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
COICX | Calvert International Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
COIIX | Calvert International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
COIRX | Calvert International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
CCVAX | Calvert Small-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CSCCX | Calvert Small-Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CSVIX | Calvert Small-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CALRX | Calvert Small-Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CCSO | Carbon Collective Climate Sol US Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Large Blend |
QUAGX | CCM Core Impact Equity Fund Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Blend |
QAGIX | CCM Core Impact Equity Fund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Blend |
QUSVX | CCM Small/Mid-Cap Impct Val Fd Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Value |
QSVIX | CCM Small/Mid-Cap Impct Val Fd Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Value |
CBSE | Changebridge Capital Sustainable Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Growth |
CACG | ClearBridge All Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Large Growth |
YLDE | ClearBridge Dividend Strategy ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | V | Large Blend |
LRGE | ClearBridge Large Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
CLSUX | ClearBridge Sustainability Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
LCSTX | ClearBridge Sustainability Leaders FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
LCISX | ClearBridge Sustainability Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
LCILX | ClearBridge Sustainability Leaders IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
INFR | ClearBridge Sustainable Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
CESGX | Coho Relative Value ESG | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Large Value |
CFGIX | Cromwell Foresight Glbl Sust InfrasInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
LIMIX | Cromwell Tran Sustainable Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
LIMAX | Cromwell Tran Sustainable Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
ESGIX | Dana Epiphany ESG Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
HDRO | Defiance Next Gen H2 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
IEYAX | Delaware Climate Solutions A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IEYCX | Delaware Climate Solutions C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IVEIX | Delaware Climate Solutions I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IYEFX | Delaware Climate Solutions R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IENRX | Delaware Climate Solutions R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IEYYX | Delaware Climate Solutions Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
DESIX | DFA Em Mkts Sustnby Cor 1 Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 10 | 0 | V | Diversified Emerging Mkts |
DFSE | Dimensional Emerging Mrkts Sstby Cr 1ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 10 | 0 | V | Diversified Emerging Mkts |
HJEN | Direxion Hydrogen ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
DSEPX | Domini Impact Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
DIEQX | Domini Impact Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
DSEFX | Domini Impact Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
DSFRX | Domini Impact Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
DOMAX | Domini Impact International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
DOMOX | Domini Impact International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
DOMIX | Domini Impact International Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
DOMYX | Domini Impact International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
LIFEX | Domini Sustainable Solutions Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Small/Mid Stock |
CAREX | Domini Sustainable Solutions Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Small/Mid Stock |
DURAX | DWS ESG International Core Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
DURCX | DWS ESG International Core Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
DURIX | DWS ESG International Core Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
DURSX | DWS ESG International Core Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
EETAX | Ecofin Global Energy Transition A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Blend |
EETIX | Ecofin Global Energy Transition Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Blend |
ECOAX | Ecofin Global Renewables Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
ECOIX | Ecofin Global Renewables Infras Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
EBLU | Ecofin Global Water ESG | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RITA | ETFB Green SRI REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
ETHO | Etho Climate Leadership US ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 9 | 4 | V | Mid-Cap Growth |
ETADX | Eventide Dividend Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
ETCDX | Eventide Dividend Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
ETIDX | Eventide Dividend Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
ETNDX | Eventide Dividend Opportunities N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
ETAEX | Eventide Exponential Technologies A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETCEX | Eventide Exponential Technologies C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETIEX | Eventide Exponential Technologies I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETNEX | Eventide Exponential Technologies N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETAGX | Eventide Gilead A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETCGX | Eventide Gilead C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETILX | Eventide Gilead I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETGLX | Eventide Gilead N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETAHX | Eventide Healthcare & Life Sciences A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETCHX | Eventide Healthcare & Life Sciences C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETIHX | Eventide Healthcare & Life Sciences I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETNHX | Eventide Healthcare & Life Sciences N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETLAX | Eventide Large Cap Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
ETLCX | Eventide Large Cap Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
ETLIX | Eventide Large Cap Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
ETLNX | Eventide Large Cap Focus N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
FHGIX | Federated Hermes Global Equity IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | V | Global Large-Stock Blend |
FGERX | Federated Hermes Global Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | V | Global Large-Stock Blend |
FHEQX | Federated Hermes SDG Engagement Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
FHESX | Federated Hermes SDG Engagement Eq IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
FHERX | Federated Hermes SDG Engagement Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
FAPJX | Fidelity Advisor® Healthy Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
FAPKX | Fidelity Advisor® Healthy Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
FAPMX | Fidelity Advisor® Healthy Future I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
FAPLX | Fidelity Advisor® Healthy Future M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
FAPNX | Fidelity Advisor® Healthy Future Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
FSWAX | Fidelity Advisor® Sustainable EM Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSYKX | Fidelity Advisor® Sustainable EM Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSZIX | Fidelity Advisor® Sustainable EM Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSYNX | Fidelity Advisor® Sustainable EM Eq M | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSZZX | Fidelity Advisor® Sustainable EM Eq Z | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSQAX | Fidelity Advisor® Sustainable Intl Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FSYCX | Fidelity Advisor® Sustainable Intl Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FSQIX | Fidelity Advisor® Sustainable Intl Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FSYMX | Fidelity Advisor® Sustainable Intl Eq M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FSQZX | Fidelity Advisor® Sustainable Intl Eq Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FSSGX | Fidelity SAI Sustainable Em Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSSEX | Fidelity SAI Sustainable Intl Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FSYJX | Fidelity Sustainable Emerging Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSYRX | Fidelity Sustainable International Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FRNW | Fidelity® Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
FAPHX | Fidelity® Healthy Future | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
FEMYX | Fidelity® Series Sustainable Emerg Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
ECLN | First Trust EIP Carbon Impact ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Utilities |
QCLN | First Trust NASDAQ® Cln Edge® GrnEngyETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
ALTEX | Firsthand Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Technology |
FEEM | FlexShares ESG & Clmt Em Mkts Cr | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
FEUS | FlexShares ESG & Clmt US Lrg Cap Cr Idx | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 11 | 14 | V | Large Blend |
FMSGX | Frontier MFG Global Sustainable Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | V | Global Large-Stock Growth |
FMSRX | Frontier MFG Global Sustainable Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | V | Global Large-Stock Growth |
LOPP | Gabelli Love Our Planet & People ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Mid-Cap Blend |
RESGX | Glenmede Responsible ESG US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 4 | V | Large Blend |
GWILX | Glenmede Women in Leadership US Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | V | Large Value |
DRIV | Global X Atnms & Elctrc Vhcls ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | V | Miscellaneous Sector |
AQWA | Global X Clean Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
CTEC | Global X CleanTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
GRNR | Global X Green Building ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
HYDR | Global X Hydrogen ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
QYLE | Global X Nasdaq 100 ESG Covered Call ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | V | Large Blend |
RAYS | Global X Solar ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Miscellaneous Sector |
WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
GCCLX | GMO Climate Change I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | V | Global Small/Mid Stock |
GCCHX | GMO Climate Change III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | V | Global Small/Mid Stock |
GCCAX | GMO Climate Change R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | V | Global Small/Mid Stock |
GCEBX | Goldman Sachs Clean Energy Income A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEGX | Goldman Sachs Clean Energy Income C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEDX | Goldman Sachs Clean Energy Income Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEJX | Goldman Sachs Clean Energy Income Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEPX | Goldman Sachs Clean Energy Income P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEEX | Goldman Sachs Clean Energy Income R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GEBAX | Goldman Sachs ESG Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBCX | Goldman Sachs ESG Em Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBIX | Goldman Sachs ESG Em Mkts Eq Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBNX | Goldman Sachs ESG Em Mkts Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEPPX | Goldman Sachs ESG Em Mkts Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBRX | Goldman Sachs ESG Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBSX | Goldman Sachs ESG Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GSFP | Goldman Sachs Future Planet Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Growth |
GSIFX | Goldman Sachs International Eq ESG A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GSICX | Goldman Sachs International Eq ESG C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GSIEX | Goldman Sachs International Eq ESG Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GIRNX | Goldman Sachs International Eq ESG Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GTFPX | Goldman Sachs International Eq ESG P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GSIWX | Goldman Sachs International Eq ESG R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GSISX | Goldman Sachs International Eq ESG Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GCBLX | Green Century Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Moderate Allocation |
GCBUX | Green Century Balanced Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Moderate Allocation |
GCINX | Green Century MSCI Intl Indx Indvl Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | V | Foreign Large Blend |
GCIFX | Green Century MSCI Intl Indx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | V | Foreign Large Blend |
GAAEX | Guinness Atkinson Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HLCTX | Harding Loevner Intl Carb Trans Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Blend |
HEOMX | Hartford Climate Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEONX | Hartford Climate Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEOFX | Hartford Climate Opportunities F | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEOIX | Hartford Climate Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEORX | Hartford Climate Opportunities R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEOSX | Hartford Climate Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEOTX | Hartford Climate Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEOVX | Hartford Climate Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEOYX | Hartford Climate Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HGXAX | Hartford Global Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXCX | Hartford Global Impact C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXFX | Hartford Global Impact F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXIX | Hartford Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXRX | Hartford Global Impact R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXSX | Hartford Global Impact R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXTX | Hartford Global Impact R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXVX | Hartford Global Impact R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HGXYX | Hartford Global Impact Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HSISX | Hartford Schroders Sust Intl Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
HSIDX | Hartford Schroders Sust Intl Core SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
HSOAX | HSBC RadiantESG US Smaller Companies A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Growth |
HOPCX | HSBC RadiantESG US Smaller Companies C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Growth |
RESCX | HSBC RadiantESG US Smaller Companies I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Growth |
PXEAX | Impax Global Environmental Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Blend |
PGINX | Impax Global Environmental Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Blend |
PGRNX | Impax Global Environmental Markets Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Blend |
PXGOX | Impax Global Opportunities Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
PAXGX | Impax Global Opportunities Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
PXSAX | Impax Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
PXSIX | Impax Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
PXSCX | Impax Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
QQMG | Invesco ESG NASDAQ 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | V | Large Growth |
QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Mid-Cap Growth |
PIO | Invesco Global Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
IVRA | Invesco Real Assets ESG ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Real Estate |
PHO | Invesco Water Resources ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
PBW | Invesco WilderHill Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
OCEN | IQ Clean Oceans ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | V | Miscellaneous Sector |
EQUL | IQ Engender Equality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Value |
HART | IQ Healthy Hearts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | V | Health |
ETEC | iShares Breakthrough Envirtl Sol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | V | Technology |
EFRA | iShares Environmental Infras & IndstrETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
ERET | iShares Environmentally Aware Rl Est ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Real Estate |
EMXF | iShares ESG Advanced MSCI EM ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
SDG | iShares MSCI Global Sust Dev Goals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
IWTR | iShares MSCI Water Mgmt Mltsctr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
JEASX | Janus Henderson Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JECTX | Janus Henderson Global Sust Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JEDTX | Janus Henderson Global Sust Eq D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JEUIX | Janus Henderson Global Sust Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JETNX | Janus Henderson Global Sust Eq N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JEGRX | Janus Henderson Global Sust Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JESSX | Janus Henderson Global Sust Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JETTX | Janus Henderson Global Sust Eq T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JZRO | Janus Henderson Net Zero Trnstn Rscs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
HDAVX | Janus Henderson Responsible Intl Div A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
HDCVX | Janus Henderson Responsible Intl Div C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
HDDVX | Janus Henderson Responsible Intl Div D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
HDIVX | Janus Henderson Responsible Intl Div I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
HDRVX | Janus Henderson Responsible Intl DivN | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
HDQVX | Janus Henderson Responsible Intl DivS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
HDTVX | Janus Henderson Responsible Intl DivT | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
SSPX | Janus Henderson US Sustainable Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Large Growth |
JHISX | Janus Henderson VIT Global Sust Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| Janus Henderson VIT Global Sust Eq Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JTQAX | JHancock ESG International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
JTQIX | JHancock ESG International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
JTQRX | JHancock ESG International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
JHJAX | JHancock ESG Large Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 7 | V | Large Blend |
JHJCX | JHancock ESG Large Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 7 | V | Large Blend |
JHJIX | JHancock ESG Large Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 7 | V | Large Blend |
JHJRX | JHancock ESG Large Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 7 | V | Large Blend |
JABZX | JHancock Global Environmental Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
JABYX | JHancock Global Environmental Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
JABVX | JHancock Global Environmental Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
JACDX | JHancock Global Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
TEMP | JPMorgan Climate Change Solutions ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 1 | V | Global Large-Stock Growth |
UPWD | JPMorgan Social Advancement ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | V | Global Large-Stock Blend |
CIRC | JPMorgan Sustainable Consumption ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | V | Global Large-Stock Blend |
BLLD | JPMorgan Sustainable Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
JICAX | JPMorgan US Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 8 | V | Large Blend |
JICCX | JPMorgan US Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 8 | V | Large Blend |
JIISX | JPMorgan US Sustainable Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 8 | V | Large Blend |
JIIGX | JPMorgan US Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 8 | V | Large Blend |
KARIX | Kayne Anderson Renewable Infras I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Infrastructure |
KARRX | Kayne Anderson Renewable Infras Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Infrastructure |
KBIWX | KBI Global Investors Aquarius Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
KARS | KraneShares Eltc Vhl and Ft Mbly ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Industrials |
KGRN | KraneShares MSCI China Clean Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | China Region |
SUSTX | Lazard US Sustainable Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | V | Large Blend |
SUSLX | Lazard US Sustainable Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | V | Large Blend |
MFSIX | Madison Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
MFSYX | Madison Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
MCSE | Martin Currie Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
MISFX | Matthews Emerging Markets Sust Fut Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Pacific/Asia ex-Japan Stk |
MASGX | Matthews Emerging Markets Sust Fut Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Pacific/Asia ex-Japan Stk |
ESGMX | Mirova Global Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
ESGCX | Mirova Global Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
ESGNX | Mirova Global Sustainable Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
ESGYX | Mirova Global Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
MRVAX | Mirova International Sustainable Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Blend |
MRVNX | Mirova International Sustainable Eq N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Blend |
MRVYX | Mirova International Sustainable Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Blend |
MUSAX | Mirova US Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
MUSCX | Mirova US Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
MUSNX | Mirova US Sustainable Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
MUSYX | Mirova US Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
MGQAX | Morgan Stanley Inst Global Sustain A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 6 | V | Global Large-Stock Blend |
MSGQX | Morgan Stanley Inst Global Sustain C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 6 | V | Global Large-Stock Blend |
MGQIX | Morgan Stanley Inst Global Sustain I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 6 | V | Global Large-Stock Blend |
MGQLX | Morgan Stanley Inst Global Sustain L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 6 | V | Global Large-Stock Blend |
MGQSX | Morgan Stanley Inst Global Sustain R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 6 | V | Global Large-Stock Blend |
GGEAX | Nationwide Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Global Large-Stock Blend |
GGECX | Nationwide Global Sust Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Global Large-Stock Blend |
GGESX | Nationwide Global Sust Eq Instl Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Global Large-Stock Blend |
GGEIX | Nationwide Global Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Global Large-Stock Blend |
| Neuberger Berman AMT Sustainable Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
| Neuberger Berman AMT Sustainable Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
NBCT | Neuberger Berman Crbn Trnstn & Infrs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Blend |
NRAAX | Neuberger Berman Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
NRACX | Neuberger Berman Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
NBSLX | Neuberger Berman Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
NBSRX | Neuberger Berman Sustainable Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
NRARX | Neuberger Berman Sustainable Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
NRSRX | Neuberger Berman Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
NBSTX | Neuberger Berman Sustainable Equity Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 2 | 5 | V | Large Blend |
NALFX | New Alternatives A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
NAEFX | New Alternatives Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
AHOY | Newday Ocean Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | V | Miscellaneous Sector |
NIAGX | Nia Impact Solutions | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 2 | V | Global Large-Stock Blend |
ZGEIX | Ninety One Global Environment I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
NUEIX | Northern US Quality ESG I | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 9 | 7 | V | Large Blend |
NUESX | Northern US Quality ESG K | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 9 | 7 | V | Large Blend |
NUEM | Nuveen ESG Emerging Markets Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
NTZG | Nuveen Global Net Zero Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 4 | 5 | V | Global Large-Stock Blend |
CGCAX | NXG Global Clean Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
CGCNX | NXG Global Clean Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
PRILX | Parnassus Core Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 6 | V | Large Blend |
PRBLX | Parnassus Core Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 6 | V | Large Blend |
PFPGX | Parnassus Growth Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Growth |
PFGEX | Parnassus Growth Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Growth |
PFPRX | Parnassus Mid Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
PARNX | Parnassus Mid Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
PFPMX | Parnassus Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Blend |
PARMX | Parnassus Mid-Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Blend |
PFPWX | Parnassus Value Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Value |
PARWX | Parnassus Value Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Value |
GEOSX | Pear Tree Essex Environmental Opps Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
EEOFX | Pear Tree Essex Environmental Opps Odnry | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
GEORX | Pear Tree Essex Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
SUGAX | Pioneer Global Sustainable Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 7 | V | Global Large-Stock Growth |
SUGCX | Pioneer Global Sustainable Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 7 | V | Global Large-Stock Growth |
SUGYX | Pioneer Global Sustainable Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 7 | V | Global Large-Stock Growth |
MGNDX | Praxis Growth Index A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 7 | 9 | V | Large Growth |
MMDEX | Praxis Growth Index I | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 7 | 9 | V | Large Growth |
PGSLX | Principal Global Sus Lstd Inf Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
PPEM | Putnam PanAgora ESG Emerg Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
PMVAX | Putnam Sustainable Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMVBX | Putnam Sustainable Future B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMPCX | Putnam Sustainable Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PFUT | Putnam Sustainable Future ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMVRX | Putnam Sustainable Future R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PNOTX | Putnam Sustainable Future R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMVYX | Putnam Sustainable Future Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PNOPX | Putnam Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
PNOBX | Putnam Sustainable Leaders B | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
PNOCX | Putnam Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
PLDR | Putnam Sustainable Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
PNORX | Putnam Sustainable Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
PSLGX | Putnam Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
PNOYX | Putnam Sustainable Leaders Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 7 | V | Large Growth |
REGIX | Regnan Global Equity Impact Sol Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Small/Mid Stock |
ESGEX | Reynders McVeigh Core Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Large Growth |
TPYAX | Sands Capital International Growth Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
TPYCX | Sands Capital International Growth Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
TPYIX | Sands Capital International Growth Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
TPYYX | Sands Capital International Growth Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
SEEFX | Saturna Sustainable Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Blend |
SOLR | SmartETFs Sustainable Energy II ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Equity Energy |
ENRG | SoFi Smart Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Miscellaneous Sector |
SETM | Sprott Energy Transition Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
NZRO | Strategy Shares Halt Climate Change ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 3 | V | Large Growth |
TGBLX | T. Rowe Price Global Impact Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
TGPEX | T. Rowe Price Global Impact Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
TICBX | Templeton International Climate Chg A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Value |
TICGX | Templeton International Climate Chg Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Value |
TICDX | Templeton International Climate Chg C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Value |
TICEX | Templeton International Climate Chg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Value |
TBWAX | Thornburg Better World International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
TBWCX | Thornburg Better World International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
TBWIX | Thornburg Better World International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
HEAT | Touchstone Climate Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Blend |
TEQAX | Touchstone Non-US ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
TEQCX | Touchstone Non-US ESG Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
TROCX | Touchstone Non-US ESG Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
TIQIX | Touchstone Non-US ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
TPYRX | Touchstone Sands Capital Intl Gr Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
TISDX | Transamerica Intl Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
TISLX | Transamerica Intl Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
TSGDX | Transamerica Sustainable Growth Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Large Growth |
TSGMX | Transamerica Sustainable Growth Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Large Growth |
PORIX | Trillium ESG Global Equity Fund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Global Large-Stock Blend |
PORTX | Trillium ESG Global Equity Fund Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Global Large-Stock Blend |
TSMDX | Trillium ESG Small/Mid Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Blend |
BNIEX | UBS International Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
BNUEX | UBS International Sustainable Equity P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
ESPTX | UBS International Sustainable Equity P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
UDI | USCF ESG Dividend Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | V | Large Value |
ENVAX | VanEck Environmental Sustainability A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
ENVIX | VanEck Environmental Sustainability I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
ENVYX | VanEck Environmental Sustainability Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
GMET | VanEck Green Metals ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
SMOG | VanEck Low Carbon Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
MOTE | VanEck Morningstar ESG Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | V | Large Blend |
RNEW | VanEck® Green Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
VESGX | Vanguard Global ESG Select Stk Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
VEIGX | Vanguard Global ESG Select Stk Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
VBPIX | VanguardBaillieGiffordGlbPstvImpStkInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
EATV | VegTech Plant-based Innovt & Clmt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Consumer Defensive |
VGSRX | Vert Global Sustainable Real Estate Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
RSNRX | Victory Global Energy Transition A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RGNCX | Victory Global Energy Transition C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RSNKX | Victory Global Energy Transition R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RSNYX | Victory Global Energy Transition Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
AWTAX | Virtus Duff & Phelps Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
AWTCX | Virtus Duff & Phelps Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
AWTIX | Virtus Duff & Phelps Water Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
AWTPX | Virtus Duff & Phelps Water P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
WCMDX | WCM Developing World Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
WCMUX | WCM Developing World Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
PSWD | Xtrackers Cybersecurity Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Technology |
CHPS | Xtrackers Semiconductor Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
UPGR | Xtrackers US Green Infras Sel Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
MLSAX | abrdn US Sust Ldrs Smlr Coms A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
GGUIX | abrdn US Sust Ldrs Smlr Coms Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
AELSX | abrdn US Sust Ldrs Smlr Coms InstlSvc | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
GLSRX | abrdn US Sust Ldrs Smlr Coms R | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
GXXAX | abrdn US Sustainable Leaders A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
GXXCX | abrdn US Sustainable Leaders C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
GGLIX | abrdn US Sustainable Leaders Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
GXXIX | abrdn US Sustainable Leaders InstlSvc | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
AMIGX | Amana Growth Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
AMAGX | Amana Growth Investor | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
ABINX | American Century Balanced I | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Moderate Allocation |
TWBIX | American Century Balanced Inv | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Moderate Allocation |
ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Moderate Allocation |
AFDAX | American Century Sustainable Equity A | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
AFDCX | American Century Sustainable Equity C | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
ESGA | American Century Sustainable Equity ETF | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
AFEGX | American Century Sustainable Equity G | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
AFEIX | American Century Sustainable Equity I | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
AFDIX | American Century Sustainable Equity Inv | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
AFDRX | American Century Sustainable Equity R | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
AFDGX | American Century Sustainable Equity R5 | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
AFEDX | American Century Sustainable Equity R6 | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
AFYDX | American Century Sustainable Equity Y | Owns companies we recommend for divestment | 1 | 6 | 8 | 12 | V | Large Blend |
ESGY | American Century Sustainable Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 7 | V | Large Growth |
BKWO | BNY Mellon Women's Opportunities ETF | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | V | Large Blend |
BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | V | Global Large-Stock Value |
BTBFX | Boston Trust Asset Management | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Moderately Aggressive Allocation |
BTEFX | Boston Trust Equity | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
WIEFX | Boston Trust Walden International Eq | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | V | Foreign Large Blend |
CSIFX | Calvert Balanced A | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | V | Moderate Allocation |
CSGCX | Calvert Balanced C | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | V | Moderate Allocation |
CBAIX | Calvert Balanced I | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | V | Moderate Allocation |
CBARX | Calvert Balanced R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | V | Moderate Allocation |
CGAEX | Calvert Global Energy Solutions A | Owns companies we recommend for divestment | 1 | 1 | 8 | 3 | V | Global Small/Mid Stock |
CGACX | Calvert Global Energy Solutions C | Owns companies we recommend for divestment | 1 | 1 | 8 | 3 | V | Global Small/Mid Stock |
CAEIX | Calvert Global Energy Solutions I | Owns companies we recommend for divestment | 1 | 1 | 8 | 3 | V | Global Small/Mid Stock |
CWVGX | Calvert International Equity A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CWVCX | Calvert International Equity C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CWVIX | Calvert International Equity I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CIESX | Calvert International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CCAFX | Calvert Mid-Cap A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
CCACX | Calvert Mid-Cap C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
CCPIX | Calvert Mid-Cap I | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
CFCV | Clearbridge Focus Value ESG ETF | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | V | Large Blend |
ESGN | Columbia Intl ESG Equ Income ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 2 | V | Foreign Large Value |
LEADX | Domini International Opportunities Ins | Owns companies we recommend for divestment | 1 | 2 | 9 | 2 | V | Foreign Large Growth |
RISEX | Domini International Opportunities Inv | Owns companies we recommend for divestment | 1 | 2 | 9 | 2 | V | Foreign Large Growth |
FCAJX | Fidelity Advisor® Climate Action A | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
FCALX | Fidelity Advisor® Climate Action C | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
FCAUX | Fidelity Advisor® Climate Action I | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
FCAOX | Fidelity Advisor® Climate Action M | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
FCLZX | Fidelity Advisor® Climate Action Z | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
FSEKX | Fidelity Advisor® Sustainable U.S. Eq A | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
FSEOX | Fidelity Advisor® Sustainable U.S. Eq C | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
FSEQX | Fidelity Advisor® Sustainable U.S. Eq I | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
FSEPX | Fidelity Advisor® Sustainable U.S. Eq M | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
FSEWX | Fidelity Advisor® Sustainable U.S. Eq Z | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
FCAEX | Fidelity Climate Action | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
FIDEX | Fidelity SAI Sustainable US Equity Fund | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
FSLEX | Fidelity® Envir and Alt Engy Fund | Owns companies we recommend for divestment | 1 | 1 | 2 | 4 | V | Industrials |
FSST | Fidelity® Sustainable U.S. Equity ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
FSEBX | Fidelity® Sustainable U.S. Equity Fund | Owns companies we recommend for divestment | 1 | 4 | 4 | 9 | V | Large Blend |
FLOWX | Fidelity® Water Sustainability | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | V | Natural Resources |
FAN | First Trust Global Wind Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Miscellaneous Sector |
GRID | First Trust NASDAQ® Cln Edge®StGidIfsETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 1 | V | Miscellaneous Sector |
FIW | First Trust Water ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Natural Resources |
SRIAX | Gabelli SRI A | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
SRIGX | Gabelli SRI AAA | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
SRICX | Gabelli SRI C | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
SRIDX | Gabelli SRI I | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
RNRG | Global X Renewable Energy Producers ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Utilities |
GCLN | Goldman Sachs Bloomberg Cln Enrgy Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 9 | 0 | V | Equity Energy |
STNC | Hennessy Stance ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | V | Large Blend |
PXDIX | Impax Global Sustainable Infras Instl | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | V | Infrastructure |
PAXDX | Impax Global Sustainable Infras Inv | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | V | Infrastructure |
PAXLX | Impax Large Cap Fund Individual Investor | Owns companies we recommend for divestment | 1 | 4 | 2 | 8 | V | Large Blend |
PXLIX | Impax Large Cap Fund Institutional | Owns companies we recommend for divestment | 1 | 4 | 2 | 8 | V | Large Blend |
PXGAX | Impax US Sustainable Economy A | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
PWGIX | Impax US Sustainable Economy Instl | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
PXWGX | Impax US Sustainable Economy Investor | Owns companies we recommend for divestment | 1 | 4 | 6 | 9 | V | Large Blend |
IGIAX | Integrity Growth & Income Fund A | Owns companies we recommend for divestment | 1 | 5 | 2 | 7 | V | Large Blend |
IGIUX | Integrity Growth & Income Fund C | Owns companies we recommend for divestment | 1 | 5 | 2 | 7 | V | Large Blend |
IGIVX | Integrity Growth & Income Fund I | Owns companies we recommend for divestment | 1 | 5 | 2 | 7 | V | Large Blend |
PBD | Invesco Global Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Miscellaneous Sector |
GBLD | Invesco MSCI Green Building ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Real Estate |
VSQAX | Invesco MSCI World SRI Index A | Owns companies we recommend for divestment | 1 | 7 | 7 | 9 | V | Global Large-Stock Blend |
VSQCX | Invesco MSCI World SRI Index C | Owns companies we recommend for divestment | 1 | 7 | 7 | 9 | V | Global Large-Stock Blend |
VSQRX | Invesco MSCI World SRI Index R | Owns companies we recommend for divestment | 1 | 7 | 7 | 9 | V | Global Large-Stock Blend |
VSQFX | Invesco MSCI World SRI Index R5 | Owns companies we recommend for divestment | 1 | 7 | 7 | 9 | V | Global Large-Stock Blend |
VSQSX | Invesco MSCI World SRI Index R6 | Owns companies we recommend for divestment | 1 | 7 | 7 | 9 | V | Global Large-Stock Blend |
VSQYX | Invesco MSCI World SRI Index Y | Owns companies we recommend for divestment | 1 | 7 | 7 | 9 | V | Global Large-Stock Blend |
TAN | Invesco Solar ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Miscellaneous Sector |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | V | Mid-Cap Blend |
CLNR | IQ Cleaner Transport ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 3 | V | Industrials |
ICLN | iShares Global Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | V | Miscellaneous Sector |
SXUS | Janus Henderson International Sus Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Foreign Large Growth |
JSMFX | Janus Henderson Sust Mlt-Ass All D | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Moderate Allocation |
VSSBX | JPMorgan Small Cap Sustainable Ldrs A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
VSSRX | JPMorgan Small Cap Sustainable Ldrs C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
VSSWX | JPMorgan Small Cap Sustainable Ldrs I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
JRJUX | JPMorgan Small Cap Sustainable Ldrs R2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
JGAUX | JPMorgan Small Cap Sustainable Ldrs R3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
JGREX | JPMorgan Small Cap Sustainable Ldrs R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
VSSCX | JPMorgan Small Cap Sustainable Ldrs R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
VSSLX | JPMorgan Small Cap Sustainable Ldrs R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
KAIBX | Karner Blue Biodiversity ImpactButterfly | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | V | Global Large-Stock Blend |
KESG | KraneShares MSCI China ESG Leaders ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | China Region |
MMBDX | MassMutual Balanced A | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
MMBLX | MassMutual Balanced Adm | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
MBBIX | MassMutual Balanced I | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
MMBRX | MassMutual Balanced R3 | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
MBBRX | MassMutual Balanced R4 | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
MBLDX | MassMutual Balanced R5 | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
MBAYX | MassMutual Balanced Svc | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
MMNVX | MassMutual Balanced Y | Owns companies we recommend for divestment | 1 | 8 | 8 | 11 | V | Moderate Allocation |
MSVIX | Mesirow Small Company Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | V | Small Blend |
MSVVX | Mesirow Small Company Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | V | Small Blend |
NEQAX | Neuberger Berman U.S. Equity Impact A | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Mid-Cap Blend |
NEQCX | Neuberger Berman U.S. Equity Impact C | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Mid-Cap Blend |
NEQIX | Neuberger Berman U.S. Equity Impact I | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Mid-Cap Blend |
HSZAX | NexPoint Climate Tech A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Small Blend |
HSZCX | NexPoint Climate Tech C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Small Blend |
HSZYX | NexPoint Climate Tech Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Small Blend |
NUDV | Nuveen ESG Dividend ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | V | Large Value |
NUDM | Nuveen ESG Intl Dev Mkts Eq ETF | Owns companies we recommend for divestment | 1 | 1 | 10 | 4 | V | Foreign Large Blend |
NULC | Nuveen ESG Large-Cap ETF | Owns companies we recommend for divestment | 1 | 8 | 5 | 12 | V | Large Blend |
NULG | Nuveen ESG Large-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | V | Large Growth |
NULV | Nuveen ESG Large-Cap Value ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | V | Large Value |
NUMG | Nuveen ESG Mid-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | V | Mid-Cap Growth |
NWCAX | Nuveen Winslow Large-Cap Growth ESG A | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Growth |
NWCCX | Nuveen Winslow Large-Cap Growth ESG C | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Growth |
NWLG | Nuveen Winslow Large-Cap Growth ESG ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Growth |
NVLIX | Nuveen Winslow Large-Cap Growth ESG I | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Growth |
NWCFX | Nuveen Winslow Large-Cap Growth ESG R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Growth |
RAFE | PIMCO RAFI ESG US ETF | Owns companies we recommend for divestment | 1 | 12 | 8 | 13 | V | Large Value |
AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 1 | 8 | 7 | 9 | V | Moderate Allocation |
PCBCX | Pioneer Balanced ESG C | Owns companies we recommend for divestment | 1 | 8 | 7 | 9 | V | Moderate Allocation |
PCBKX | Pioneer Balanced ESG K | Owns companies we recommend for divestment | 1 | 8 | 7 | 9 | V | Moderate Allocation |
CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 1 | 8 | 7 | 9 | V | Moderate Allocation |
AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 1 | 8 | 7 | 9 | V | Moderate Allocation |
GLOSX | Pioneer Global Sustainable Equity A | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Global Large-Stock Value |
GCSLX | Pioneer Global Sustainable Equity C | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Global Large-Stock Value |
PGEKX | Pioneer Global Sustainable Equity K | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Global Large-Stock Value |
PRGEX | Pioneer Global Sustainable Equity R | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Global Large-Stock Value |
PGSYX | Pioneer Global Sustainable Equity Y | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Global Large-Stock Value |
PGSVX | Pioneer Global Sustainable Value A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Global Large-Stock Value |
GBVCX | Pioneer Global Sustainable Value C | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Global Large-Stock Value |
PSUYX | Pioneer Global Sustainable Value Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Global Large-Stock Value |
MMSCX | Praxis Small Cap Index A | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Small Blend |
MMSIX | Praxis Small Cap Index I | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Small Blend |
MVIAX | Praxis Value Index A | Owns companies we recommend for divestment | 1 | 16 | 11 | 19 | V | Large Value |
MVIIX | Praxis Value Index I | Owns companies we recommend for divestment | 1 | 16 | 11 | 19 | V | Large Value |
CTEX | ProShares S&P Kensho Cleantech ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Technology |
QCGDX | Quantified Common Ground Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | V | Mid-Cap Blend |
RKCAX | Rockefeller Climate Solutions A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Global Small/Mid Stock |
RKCIX | Rockefeller Climate Solutions Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Global Small/Mid Stock |
SAEF | Schwab Ariel ESG ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Blend |
NEXIX | Shelton Sustainable Equity Institutional | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | V | Mid-Cap Growth |
NEXTX | Shelton Sustainable Equity Investor | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | V | Mid-Cap Growth |
CNRG | SPDR® Kensho Clean Power ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Equity Energy |
SPFFX | Sphere 500 Climate Fund | Owns companies we recommend for divestment | 1 | 16 | 15 | 21 | V | Large Blend |
DEIF | Sterling Capital Diverse Mlt Mgr Atv ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | V | Large Blend |
TSME | Thrivent Small-Mid Cap ESG ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Mid-Cap Blend |
TDFAX | Transamerica Sustainable Equity Inc A | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TDFCX | Transamerica Sustainable Equity Inc C | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TDFIX | Transamerica Sustainable Equity Inc I | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TRDIX | Transamerica Sustainable Equity Inc I2 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TADFX | Transamerica Sustainable Equity Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
UEIPX | UBS Engage For Impact P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
EIPTX | UBS Engage For Impact P2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 1 | 5 | 9 | 13 | V | Large Growth |
MDCP | VictoryShares THB Mid Cap ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Mid-Cap Blend |
ASTNX | Virtus NFJ Global Sust Instl | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | V | Global Large-Stock Blend |
ASUAX | Virtus NFJ Global Sustainability A | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | V | Global Large-Stock Blend |
ASTPX | Virtus NFJ Global Sustainability P | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | V | Global Large-Stock Blend |
WCMMX | WCM International Equity Ins | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
WESGX | WCM International Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
RESE | WisdomTree Emerging Markets ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | V | Diversified Emerging Mkts |
BSUVX | BlackRock Sustainable US Value Eq Ins | Owns companies we recommend for divestment | 2 | 7 | 4 | 7 | V | Large Value |
BSVAX | BlackRock Sustainable US Value Eq Inv A | Owns companies we recommend for divestment | 2 | 7 | 4 | 7 | V | Large Value |
BSVKX | BlackRock Sustainable US Value Eq K | Owns companies we recommend for divestment | 2 | 7 | 4 | 7 | V | Large Value |
ESGS | Columbia US ESG Equity Income ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | V | Large Value |
DSCIX | Dana Epiphany ESG Small Cap Eq Instl | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | V | Small Growth |
DESAX | DWS ESG Core Equity A | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
DESCX | DWS ESG Core Equity C | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
DESGX | DWS ESG Core Equity Institutional | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
DESRX | DWS ESG Core Equity R | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
DESUX | DWS ESG Core Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
DESSX | DWS ESG Core Equity S | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
FEDM | FlexShares ESG&Clmt Dev Mkts ex-US Cr | Owns companies we recommend for divestment | 2 | 4 | 11 | 6 | V | Foreign Large Blend |
ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 2 | 15 | 14 | 14 | V | Large Blend |
GAGVX | Goldman Sachs U.S. Equity ESG A | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
GCGVX | Goldman Sachs U.S. Equity ESG C | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
GINGX | Goldman Sachs U.S. Equity ESG Ins | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
GIRGX | Goldman Sachs U.S. Equity ESG Inv | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
GALPX | Goldman Sachs U.S. Equity ESG P | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
GRGVX | Goldman Sachs U.S. Equity ESG R | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
GDEUX | Goldman Sachs U.S. Equity ESG R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Large Blend |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | Owns companies we recommend for divestment | 2 | 9 | 8 | 13 | V | Large Value |
ERTH | Invesco MSCI Sustainable Future ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | V | Miscellaneous Sector |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 2 | 14 | 9 | 17 | V | Large Blend |
DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 2 | 4 | 12 | 5 | V | Foreign Large Blend |
ESGE | iShares ESG Aware MSCI EM ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
EGUS | iShares ESG Aware MSCI USA Growth ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 9 | V | Large Growth |
LDEM | iShares® ESG MSCI EM Leaders ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Diversified Emerging Mkts |
XJR | iShares® ESG Screened S&P Small-Cap ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 5 | V | Small Blend |
| JNL/Morningstar U.S. Sust Idx A | Owns companies we recommend for divestment | 2 | 10 | 9 | 14 | V | Large Blend |
| JNL/Morningstar U.S. Sust Idx I | Owns companies we recommend for divestment | 2 | 10 | 9 | 14 | V | Large Blend |
KESGX | Kennedy Capital ESG SMID Cap I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | V | Small Blend |
NUMV | Nuveen ESG Mid-Cap Value ETF | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | V | Mid-Cap Value |
IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | V | Small Blend |
EMSG | Xtrackers MSCI EMs ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Diversified Emerging Mkts |
USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 2 | 15 | 11 | 22 | V | Large Blend |
SNPD | Xtrackers S&P ESG Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | V | Large Value |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | V | Small Blend |
CVSE | Calvert US Select Equity ETF | Owns companies we recommend for divestment | 3 | 8 | 7 | 11 | V | Large Blend |
IDAAX | Delaware Sustainable Equity Income A | Owns companies we recommend for divestment | 3 | 13 | 9 | 13 | V | Large Value |
IDAIX | Delaware Sustainable Equity Income I | Owns companies we recommend for divestment | 3 | 13 | 9 | 13 | V | Large Value |
IDARX | Delaware Sustainable Equity Income R | Owns companies we recommend for divestment | 3 | 13 | 9 | 13 | V | Large Value |
IDANX | Delaware Sustainable Equity Income R6 | Owns companies we recommend for divestment | 3 | 13 | 9 | 13 | V | Large Value |
NETZ | Engine No. 1 Transform Climate ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | V | Large Blend |
TTAI | FCF International Quality ETF | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | V | Foreign Large Blend |
TTAC | FCF US Quality ETF | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | V | Large Blend |
FWOAX | Fidelity Advisor® Women's Leadership A | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
FWOCX | Fidelity Advisor® Women's Leadership C | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
FWMNX | Fidelity Advisor® Women's Leadership I | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
FWOEX | Fidelity Advisor® Women's Leadership M | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
FWOZX | Fidelity Advisor® Women's Leadership Z | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
FIDHX | Fidelity SAI Sustainable Future Fund | Owns companies we recommend for divestment | 3 | 4 | 7 | 10 | V | Large Blend |
FWOMX | Fidelity® Women's Leadership | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
FDWM | Fidelity® Women's Leadership ETF | Owns companies we recommend for divestment | 3 | 7 | 3 | 12 | V | Large Blend |
PXNIX | Impax International Sust Econ Instl | Owns companies we recommend for divestment | 3 | 2 | 8 | 5 | V | Foreign Large Blend |
PXINX | Impax International Sust Econ Inv | Owns companies we recommend for divestment | 3 | 2 | 8 | 5 | V | Foreign Large Blend |
USCL | iShares Climate Conscious &TrnMSCIUSAETF | Owns companies we recommend for divestment | 3 | 11 | 12 | 19 | V | Large Blend |
PIODX | Pioneer A | Owns companies we recommend for divestment | 3 | 5 | 4 | 7 | V | Large Blend |
PCODX | Pioneer C | Owns companies we recommend for divestment | 3 | 5 | 4 | 7 | V | Large Blend |
PIOKX | Pioneer K | Owns companies we recommend for divestment | 3 | 5 | 4 | 7 | V | Large Blend |
PIORX | Pioneer R | Owns companies we recommend for divestment | 3 | 5 | 4 | 7 | V | Large Blend |
PYODX | Pioneer Y | Owns companies we recommend for divestment | 3 | 5 | 4 | 7 | V | Large Blend |
PPIE | Putnam PanAgora ESG Intl Eq ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 6 | V | Foreign Large Blend |
PRRWX | Putnam Sustainable Retirement 2035 A | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
| Putnam Sustainable Retirement 2035 B | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
| Putnam Sustainable Retirement 2035 C | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
| Putnam Sustainable Retirement 2035 R | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
PADUX | Putnam Sustainable Retirement 2035 R3 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
PADSX | Putnam Sustainable Retirement 2035 R4 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
PADVX | Putnam Sustainable Retirement 2035 R5 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
PREGX | Putnam Sustainable Retirement 2035 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
PRRYX | Putnam Sustainable Retirement 2035 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2035 |
PRRZX | Putnam Sustainable Retirement 2040 A | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 B | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 C | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 R | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
PAAUX | Putnam Sustainable Retirement 2040 R3 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
PAAYX | Putnam Sustainable Retirement 2040 R4 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
PABTX | Putnam Sustainable Retirement 2040 R5 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
PREHX | Putnam Sustainable Retirement 2040 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
PRZZX | Putnam Sustainable Retirement 2040 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2040 |
PRVLX | Putnam Sustainable Retirement 2045 A | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 B | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 C | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 R | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
PACGX | Putnam Sustainable Retirement 2045 R3 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
PACFX | Putnam Sustainable Retirement 2045 R4 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
PACHX | Putnam Sustainable Retirement 2045 R5 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
PREKX | Putnam Sustainable Retirement 2045 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
PRVYX | Putnam Sustainable Retirement 2045 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2045 |
PRRJX | Putnam Sustainable Retirement 2050 A | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
| Putnam Sustainable Retirement 2050 B | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
| Putnam Sustainable Retirement 2050 C | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
PRRKX | Putnam Sustainable Retirement 2050 R | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
PADWX | Putnam Sustainable Retirement 2050 R3 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
PAEHX | Putnam Sustainable Retirement 2050 R4 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
PAEJX | Putnam Sustainable Retirement 2050 R5 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
PREUX | Putnam Sustainable Retirement 2050 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
PRRUX | Putnam Sustainable Retirement 2050 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2050 |
PRRFX | Putnam Sustainable Retirement 2055 A | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
| Putnam Sustainable Retirement 2055 B | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
| Putnam Sustainable Retirement 2055 C | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
PRRVX | Putnam Sustainable Retirement 2055 R | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
PAEOX | Putnam Sustainable Retirement 2055 R3 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
PAEPX | Putnam Sustainable Retirement 2055 R4 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
PAESX | Putnam Sustainable Retirement 2055 R5 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
PREVX | Putnam Sustainable Retirement 2055 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
PRTLX | Putnam Sustainable Retirement 2055 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2055 |
PRTFX | Putnam Sustainable Retirement 2060 A | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| Putnam Sustainable Retirement 2060 B | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| Putnam Sustainable Retirement 2060 C | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
PRTRX | Putnam Sustainable Retirement 2060 R | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
PAEVX | Putnam Sustainable Retirement 2060 R3 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
PAEUX | Putnam Sustainable Retirement 2060 R4 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
PAEWX | Putnam Sustainable Retirement 2060 R5 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
PEFGX | Putnam Sustainable Retirement 2060 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
PRTYX | Putnam Sustainable Retirement 2060 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
PCJQX | Putnam Sustainable Retirement 2065 A | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
PCJRX | Putnam Sustainable Retirement 2065 C | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
PCJUX | Putnam Sustainable Retirement 2065 R | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
PCJVX | Putnam Sustainable Retirement 2065 R3 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
PCJWX | Putnam Sustainable Retirement 2065 R4 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
PCJIX | Putnam Sustainable Retirement 2065 R5 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
PCJYX | Putnam Sustainable Retirement 2065 R6 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
PCJSX | Putnam Sustainable Retirement 2065 Y | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
TSOHX | TIAA-CREF Social Choice Intl Eq Advisor | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
TSONX | TIAA-CREF Social Choice Intl Eq Instl | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
TSOPX | TIAA-CREF Social Choice Intl Eq Prmr | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
TSORX | TIAA-CREF Social Choice Intl Eq Retail | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
TSOEX | TIAA-CREF Social Choice Intl Eq Retire | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
TCCHX | TIAA-CREF Social Choice LwCrbn Eq Adv | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
TNWCX | TIAA-CREF Social Choice LwCrbn Eq Instl | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
TPWCX | TIAA-CREF Social Choice LwCrbn Eq Prmr | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
TEWCX | TIAA-CREF Social Choice LwCrbn Eq Retire | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
TLWCX | TIAA-CREF Social Choice LwCrbn Eq Retl | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
VMAT | V-Shrs MSCI Wld ESG Mtrlty&CarbTrnstnETF | Owns companies we recommend for divestment | 3 | 9 | 15 | 13 | V | Global Large-Stock Blend |
VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 3 | 8 | 10 | 11 | V | Large Blend |
RESD | WisdomTree International ESG | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | V | Foreign Large Blend |
EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 3 | 2 | 12 | 5 | V | Foreign Large Blend |
USCA | Xtrackers MSCI USA Clmt Actn Eq ETF | Owns companies we recommend for divestment | 3 | 11 | 12 | 19 | V | Large Blend |
SNPG | Xtrackers S&P 500 Growth ESG ETF | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | V | Large Growth |
SNPV | Xtrackers S&P 500 Value ESG ETF | Owns companies we recommend for divestment | 3 | 12 | 8 | 12 | V | Large Value |
CDEI | Calvert US Large-Cp Div, Eq AndIncETF | Owns companies we recommend for divestment | 4 | 11 | 9 | 12 | V | Large Blend |
FIDJX | Fidelity SAI Sustainable Sector Fund | Owns companies we recommend for divestment | 4 | 12 | 10 | 16 | V | Large Blend |
ESGG | FlexShares STOXX Glbl ESG Select ETF | Owns companies we recommend for divestment | 4 | 16 | 25 | 18 | V | Global Large-Stock Blend |
KRMA | Global X Conscious Companies ETF | Owns companies we recommend for divestment | 4 | 10 | 9 | 13 | V | Large Blend |
XYLE | Global X S&P 500 ESG Covered Call ETF | Owns companies we recommend for divestment | 4 | 14 | 14 | 17 | V | Large Blend |
GPAL | Goldman Sachs ActBt® P-A US Lg Cp Eq ETF | Owns companies we recommend for divestment | 4 | 15 | 11 | 20 | V | Large Blend |
SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 4 | 9 | 12 | 13 | V | Large Blend |
NUSC | Nuveen ESG Small-Cap ETF | Owns companies we recommend for divestment | 4 | 5 | 2 | 4 | V | Small Blend |
EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 4 | 14 | 14 | 17 | V | Large Blend |
TICHX | TIAA-CREF Social Choice Eq Advisor | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
TISCX | TIAA-CREF Social Choice Eq Instl | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
TRPSX | TIAA-CREF Social Choice Eq Premier | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
TICRX | TIAA-CREF Social Choice Eq Retail | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
TRSCX | TIAA-CREF Social Choice Eq Retire | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
RESP | WisdomTree U.S. ESG ETF | Owns companies we recommend for divestment | 4 | 11 | 10 | 14 | V | Large Blend |
SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 4 | 14 | 14 | 17 | V | Large Blend |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | Owns companies we recommend for divestment | 4 | 6 | 4 | 5 | V | Mid-Cap Blend |
BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 5 | 5 | 16 | 8 | V | Foreign Large Blend |
BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 5 | 5 | 16 | 8 | V | Foreign Large Blend |
BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 5 | 5 | 16 | 8 | V | Foreign Large Blend |
BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 5 | 12 | 14 | 17 | V | Large Blend |
BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 5 | 12 | 14 | 17 | V | Large Blend |
BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 5 | 12 | 14 | 17 | V | Large Blend |
BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 5 | 12 | 14 | 17 | V | Large Blend |
FITLX | Fidelity® U.S. Sustainability Index | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
GCEQX | Green Century Equity Individual Investor | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | V | Large Growth |
GCEUX | Green Century Equity Institutional | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | V | Large Growth |
GMEYX | GuideStone Funds Impact Equity Instl | Owns companies we recommend for divestment | 5 | 7 | 11 | 8 | V | Global Large-Stock Growth |
GMEZX | GuideStone Funds Impact Equity Inv | Owns companies we recommend for divestment | 5 | 7 | 11 | 8 | V | Global Large-Stock Growth |
HESAX | Horizon ESG Defensive Core Adv | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
HESGX | Horizon ESG Defensive Core Inv | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
WOMN | Impact Shares YWCA Women's Empwrmt ETF | Owns companies we recommend for divestment | 5 | 12 | 11 | 15 | V | Large Blend |
PXWIX | Impax Ellevate Global Women's Ldr Instl | Owns companies we recommend for divestment | 5 | 13 | 11 | 17 | V | Global Large-Stock Blend |
PXWEX | Impax Ellevate Global Women's Ldr Inv | Owns companies we recommend for divestment | 5 | 13 | 11 | 17 | V | Global Large-Stock Blend |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 10 | V | Small Blend |
SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
DSI | iShares MSCI KLD 400 Social ETF | Owns companies we recommend for divestment | 5 | 11 | 12 | 15 | V | Large Blend |
PABU | iShares Paris-Aligned Clmt MSCI USA ETF | Owns companies we recommend for divestment | 5 | 8 | 13 | 17 | V | Large Growth |
XVV | iShares® ESG Screened S&P 500 ETF | Owns companies we recommend for divestment | 5 | 18 | 18 | 23 | V | Large Blend |
MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 5 | 6 | 15 | 10 | V | Foreign Large Blend |
MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 5 | 6 | 15 | 10 | V | Foreign Large Blend |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | Owns companies we recommend for divestment | 5 | 7 | 12 | 18 | V | Large Growth |
VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 5 | 16 | 16 | 23 | V | Large Blend |
VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 5 | 16 | 16 | 23 | V | Large Blend |
USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
DAABX | DFA US Sustainability Targeted Val Instl | Owns companies we recommend for divestment | 6 | 4 | 9 | 8 | V | Small Value |
FNIDX | Fidelity® Intl Sustainability Idx | Owns companies we recommend for divestment | 6 | 2 | 17 | 6 | V | Foreign Large Blend |
NACP | Impact Shares NAACP Minority Empwrmt ETF | Owns companies we recommend for divestment | 6 | 11 | 16 | 20 | V | Large Blend |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 6 | 5 | 8 | 10 | V | Large Blend |
USXF | iShares® ESG Advanced MSCI USA ETF | Owns companies we recommend for divestment | 6 | 9 | 7 | 13 | V | Large Growth |
XJH | iShares® ESG Screened S&P Mid-Cap ETF | Owns companies we recommend for divestment | 6 | 7 | 6 | 8 | V | Mid-Cap Blend |
REQAX | Russell Inv Sustainable Equity A | Owns companies we recommend for divestment | 6 | 12 | 21 | 18 | V | Large Blend |
REQCX | Russell Inv Sustainable Equity C | Owns companies we recommend for divestment | 6 | 12 | 21 | 18 | V | Large Blend |
REQTX | Russell Inv Sustainable Equity S | Owns companies we recommend for divestment | 6 | 12 | 21 | 18 | V | Large Blend |
REUYX | Russell Inv Sustainable Equity Y | Owns companies we recommend for divestment | 6 | 12 | 21 | 18 | V | Large Blend |
LCTU | BlackRock US Carbon Transition Rdnss ETF | Owns companies we recommend for divestment | 7 | 16 | 22 | 21 | V | Large Blend |
CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 7 | 9 | 14 | 17 | V | Large Growth |
CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 7 | 9 | 14 | 17 | V | Large Growth |
CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 7 | 9 | 14 | 17 | V | Large Growth |
FNDMX | Fidelity® Series Sust Non-US Dev Mrkt Fd | Owns companies we recommend for divestment | 7 | 4 | 12 | 11 | V | Foreign Large Blend |
EVUS | iShares ESG Aware MSCI USA Value ETF | Owns companies we recommend for divestment | 7 | 11 | 12 | 15 | V | Large Value |
MBAPX | Praxis Genesis Balanced A | Owns companies we recommend for divestment | 7 | 23 | 32 | 33 | V | Moderate Allocation |
MGAFX | Praxis Genesis Growth A | Owns companies we recommend for divestment | 7 | 23 | 32 | 33 | V | Moderately Aggressive Allocation |
VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 7 | 4 | 17 | 5 | V | Foreign Large Blend |
LCTD | BlackRock World ex US Cbn Tnstn Rdns ETF | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | V | Foreign Large Blend |
CFJAX | Calvert US Large Cap Value Rspnb Idx A | Owns companies we recommend for divestment | 8 | 20 | 9 | 20 | V | Large Value |
CFJIX | Calvert US Large Cap Value Rspnb Idx I | Owns companies we recommend for divestment | 8 | 20 | 9 | 20 | V | Large Value |
CLVRX | Calvert US Large Cap Value Rspnb Idx R6 | Owns companies we recommend for divestment | 8 | 20 | 9 | 20 | V | Large Value |
HKND | Humankind US Stock ETF | Owns companies we recommend for divestment | 8 | 24 | 12 | 26 | V | Large Value |
ESGD | iShares ESG Aware MSCI EAFE ETF | Owns companies we recommend for divestment | 8 | 5 | 17 | 11 | V | Foreign Large Blend |
ESGU | iShares ESG Aware MSCI USA ETF | Owns companies we recommend for divestment | 8 | 16 | 19 | 22 | V | Large Blend |
JCTR | JPMorgan Carbon Transition US Eq ETF | Owns companies we recommend for divestment | 8 | 13 | 17 | 22 | V | Large Blend |
TLACX | Transamerica Large Core ESG A | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
TLATX | Transamerica Large Core ESG I3 | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
TLARX | Transamerica Large Core ESG R | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
TLAFX | Transamerica Large Core ESG R4 | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
| Transamerica Large Core ESG R6 | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 9 | 10 | 9 | 14 | V | Mid-Cap Blend |
CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 9 | 10 | 9 | 14 | V | Mid-Cap Blend |
CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 9 | 10 | 9 | 14 | V | Mid-Cap Blend |
CVMC | Calvert US Mid-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 9 | 10 | 9 | 14 | V | Mid-Cap Blend |
IQSI | IQ Candriam International Equity ETF | Owns companies we recommend for divestment | 9 | 4 | 20 | 6 | V | Foreign Large Blend |
NSRIX | Northern Global Sustainability Index I | Owns companies we recommend for divestment | 9 | 12 | 20 | 21 | V | Global Large-Stock Blend |
NSRKX | Northern Global Sustainability Index K | Owns companies we recommend for divestment | 9 | 12 | 20 | 21 | V | Global Large-Stock Blend |
USAWX | Victory Sustainable World | Owns companies we recommend for divestment | 9 | 13 | 17 | 18 | V | Global Large-Stock Blend |
USWGX | Victory Sustainable World A | Owns companies we recommend for divestment | 9 | 13 | 17 | 18 | V | Global Large-Stock Blend |
UIWGX | Victory Sustainable World Institutional | Owns companies we recommend for divestment | 9 | 13 | 17 | 18 | V | Global Large-Stock Blend |
CVIE | Calvert International Responsible ETF | Owns companies we recommend for divestment | 10 | 5 | 17 | 8 | V | Foreign Large Blend |
CDHAX | Calvert International Responsible Idx A | Owns companies we recommend for divestment | 10 | 5 | 18 | 7 | V | Foreign Large Blend |
CDHIX | Calvert International Responsible Idx I | Owns companies we recommend for divestment | 10 | 5 | 18 | 7 | V | Foreign Large Blend |
CDHRX | Calvert International Responsible Idx R6 | Owns companies we recommend for divestment | 10 | 5 | 18 | 7 | V | Foreign Large Blend |
SHE | SPDR® MSCI USA Gender Diversity ETF | Owns companies we recommend for divestment | 10 | 15 | 13 | 19 | V | Large Blend |
ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 10 | 23 | 24 | 30 | V | Large Blend |
CSXAX | Calvert US Large Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 11 | 24 | 20 | 32 | V | Large Blend |
CSXCX | Calvert US Large Cap Core Rspnb Idx C | Owns companies we recommend for divestment | 11 | 24 | 20 | 32 | V | Large Blend |
CISIX | Calvert US Large Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 11 | 24 | 20 | 32 | V | Large Blend |
CSXRX | Calvert US Large Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 11 | 24 | 20 | 32 | V | Large Blend |
CVLC | Calvert US Large-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 11 | 24 | 20 | 32 | V | Large Blend |
FYMAX | Fidelity Advisor® Sustainable Mlt-Ast A | Owns companies we recommend for divestment | 12 | 16 | 29 | 27 | V | Moderately Aggressive Allocation |
FYMCX | Fidelity Advisor® Sustainable Mlt-Ast C | Owns companies we recommend for divestment | 12 | 16 | 29 | 27 | V | Moderately Aggressive Allocation |
FYMIX | Fidelity Advisor® Sustainable Mlt-Ast I | Owns companies we recommend for divestment | 12 | 16 | 29 | 27 | V | Moderately Aggressive Allocation |
FYMMX | Fidelity Advisor® Sustainable Mlt-Ast M | Owns companies we recommend for divestment | 12 | 16 | 29 | 27 | V | Moderately Aggressive Allocation |
FYMRX | Fidelity Sustainable Multi-Asset Retail | Owns companies we recommend for divestment | 12 | 16 | 29 | 27 | V | Moderately Aggressive Allocation |
NZAC | SPDR® MSCI ACWI Climate Paris AlignedETF | Owns companies we recommend for divestment | 13 | 21 | 23 | 34 | V | Global Large-Stock Blend |
VDNI | V-Shares US Leadership Diversity ETF | Owns companies we recommend for divestment | 13 | 16 | 15 | 28 | V | Large Blend |
AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 15 | 24 | 27 | 40 | V | Large Blend |
VOTE | Engine No. 1 Transform 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 33 | V | Large Blend |
FSUMX | Fidelity® Series Sustainable U.S. Market | Owns companies we recommend for divestment | 16 | 22 | 26 | 33 | V | Large Blend |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | Owns companies we recommend for divestment | 17 | 25 | 30 | 38 | V | Global Large-Stock Blend |
AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 18 | 6 | 38 | 12 | V | Foreign Large Blend |
CAAAX | Calvert Growth Allocation A | Owns companies we recommend for divestment | 21 | 29 | 41 | 40 | V | Aggressive Allocation |
CAACX | Calvert Growth Allocation C | Owns companies we recommend for divestment | 21 | 29 | 41 | 40 | V | Aggressive Allocation |
CAGIX | Calvert Growth Allocation I | Owns companies we recommend for divestment | 21 | 29 | 41 | 40 | V | Aggressive Allocation |
CGARX | Calvert Growth Allocation R6 | Owns companies we recommend for divestment | 21 | 29 | 41 | 40 | V | Aggressive Allocation |
CMAAX | Calvert Moderate Allocation A | Owns companies we recommend for divestment | 21 | 30 | 41 | 41 | V | Moderate Allocation |
CMACX | Calvert Moderate Allocation C | Owns companies we recommend for divestment | 21 | 30 | 41 | 41 | V | Moderate Allocation |
CLAIX | Calvert Moderate Allocation I | Owns companies we recommend for divestment | 21 | 30 | 41 | 41 | V | Moderate Allocation |
CAMRX | Calvert Moderate Allocation R6 | Owns companies we recommend for divestment | 21 | 30 | 41 | 41 | V | Moderate Allocation |
DFSU | Dimensional US Sustainability Core 1 ETF | Owns companies we recommend for divestment | 21 | 26 | 33 | 44 | V | Large Blend |
NSFEX | Natixis Sustainable Future 2025 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2025 |
NSFFX | Natixis Sustainable Future 2030 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2030 |
NSFGX | Natixis Sustainable Future 2035 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2035 |
NSFHX | Natixis Sustainable Future 2040 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2040 |
NSFJX | Natixis Sustainable Future 2045 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2045 |
NSFKX | Natixis Sustainable Future 2050 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2050 |
NSFLX | Natixis Sustainable Future 2055 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2055 |
NSFMX | Natixis Sustainable Future 2060 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2060 |
NSFOX | Natixis Sustainable Future 2065 N | Owns companies we recommend for divestment | 21 | 24 | 41 | 39 | V | Target-Date 2065+ |
DFSIX | DFA US Sustainability Core 1 | Owns companies we recommend for divestment | 22 | 27 | 34 | 46 | V | Large Blend |
EAOA | iShares ESG Aware Aggressive Allc ETF | Owns companies we recommend for divestment | 23 | 28 | 45 | 43 | V | Moderately Aggressive Allocation |
EAOR | iShares ESG Aware Growth Allc ETF | Owns companies we recommend for divestment | 23 | 28 | 45 | 43 | V | Moderate Allocation |
VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 24 | 6 | 47 | 7 | V | Foreign Large Blend |
DFSI | Dimensional International Sstby Cr 1 ETF | Owns companies we recommend for divestment | 26 | 6 | 60 | 15 | V | Foreign Large Blend |
MMAEX | MainStay ESG Multi-Asset Alloc A | Owns companies we recommend for divestment | 27 | 34 | 56 | 47 | V | Moderate Allocation |
MMCEX | MainStay ESG Multi-Asset Alloc C | Owns companies we recommend for divestment | 27 | 34 | 56 | 47 | V | Moderate Allocation |
MMTEX | MainStay ESG Multi-Asset Alloc I | Owns companies we recommend for divestment | 27 | 34 | 56 | 47 | V | Moderate Allocation |
MMREX | MainStay ESG Multi-Asset Alloc R3 | Owns companies we recommend for divestment | 27 | 34 | 56 | 47 | V | Moderate Allocation |
MMPEX | MainStay ESG Multi-Asset Alloc Simple | Owns companies we recommend for divestment | 27 | 34 | 56 | 47 | V | Moderate Allocation |
DFSPX | DFA Intl Sustainability Core 1 | Owns companies we recommend for divestment | 30 | 10 | 64 | 18 | V | Foreign Large Blend |
IRBA | iM RBA Responsible Global Allocation ETF | Owns companies we recommend for divestment | 32 | 21 | 69 | 30 | V | Global Allocation |
LENIX | BlackRock LifePath ESG Index 2030 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2030 |
LENAX | BlackRock LifePath ESG Index 2030 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2030 |
LENKX | BlackRock LifePath ESG Index 2030 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2030 |
LEJIX | BlackRock LifePath ESG Index 2035 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2035 |
LEJAX | BlackRock LifePath ESG Index 2035 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2035 |
LEJKX | BlackRock LifePath ESG Index 2035 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2035 |
LEKIX | BlackRock LifePath ESG Index 2040 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2040 |
LEKAX | BlackRock LifePath ESG Index 2040 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2040 |
LEKKX | BlackRock LifePath ESG Index 2040 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2040 |
LEHIX | BlackRock LifePath ESG Index 2045 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2045 |
LEHAX | BlackRock LifePath ESG Index 2045 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2045 |
LEHKX | BlackRock LifePath ESG Index 2045 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2045 |
LEGIX | BlackRock LifePath ESG Index 2050 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2050 |
LEBAX | BlackRock LifePath ESG Index 2050 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2050 |
LEPKX | BlackRock LifePath ESG Index 2050 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2050 |
LEEIX | BlackRock LifePath ESG Index 2055 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2055 |
LEVAX | BlackRock LifePath ESG Index 2055 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2055 |
LEVKX | BlackRock LifePath ESG Index 2055 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2055 |
LEZIX | BlackRock LifePath ESG Index 2060 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2060 |
LEZAX | BlackRock LifePath ESG Index 2060 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2060 |
LEZKX | BlackRock LifePath ESG Index 2060 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2060 |
LEWIX | BlackRock LifePath ESG Index 2065 Instl | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2065+ |
LEWAX | BlackRock LifePath ESG Index 2065 Inv A | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2065+ |
LEWKX | BlackRock LifePath ESG Index 2065 K | Owns companies we recommend for divestment | 49 | 33 | 88 | 45 | V | Target-Date 2065+ |
PAXIX | Impax Sustainable Allocation Instl | Owns companies we recommend for divestment | 54 | 33 | 93 | 47 | V | Moderate Allocation |
PAXWX | Impax Sustainable Allocation Inv | Owns companies we recommend for divestment | 54 | 33 | 93 | 47 | V | Moderate Allocation |
ACEAX | AB All China Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
ACEYX | AB All China Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
WPASX | AB Concentrated Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSGX | AB Concentrated Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPCSX | AB Concentrated Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSIX | AB Concentrated Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSKX | AB Concentrated Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPRSX | AB Concentrated Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSZX | AB Concentrated Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
SNEMX | AB Emerging Markets | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ABAEX | AB Emerging Markets Multi-Asset A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ABCEX | AB Emerging Markets Multi-Asset C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ABIEX | AB Emerging Markets Multi-Asset I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ABKEX | AB Emerging Markets Multi-Asset K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ABREX | AB Emerging Markets Multi-Asset R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ABZEX | AB Emerging Markets Multi-Asset Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
GCEAX | AB Global Core Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Global Large-Stock Blend |
GCEYX | AB Global Core Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Global Large-Stock Blend |
GCECX | AB Global Core Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Global Large-Stock Blend |
AREAX | AB Global Real Estate Investment A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARECX | AB Global Real Estate Investment C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AEEIX | AB Global Real Estate Investment I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AGRFX | AB Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
AGRYX | AB Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
AGRCX | AB Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
AGFIX | AB Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
AGFKX | AB Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
AGFRX | AB Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
ABVAX | AB Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
ABVYX | AB Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
ABVCX | AB Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
ABVIX | AB Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
ABVKX | AB Value K | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
ABVRX | AB Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
ADKSX | Adirondack Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AKRIX | Akre Focus Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
AKREX | Akre Focus Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
AKRSX | Akre Focus Supra Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
ENFR | Alerian Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
AMLP | Alerian MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
ATFV | Alger 35 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Large Growth |
ATVPX | Alger 35 Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Large Growth |
ACAAX | Alger Capital Appreciation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ALCCX | Alger Capital Appreciation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ALARX | Alger Capital Appreciation Instl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ACARX | Alger Capital Appreciation Instl R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ACAYX | Alger Capital Appreciation Instl Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ACIZX | Alger Capital Appreciation Instl Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ALVOX | Alger Capital Appreciation Ptfl I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| Alger Capital Appreciation S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ACAZX | Alger Capital Appreciation Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
AAEMX | Alger Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ACEMX | Alger Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AIEMX | Alger Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AZEMX | Alger Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ALAFX | Alger Focus Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
ALCFX | Alger Focus Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
ALGRX | Alger Focus Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
ALGYX | Alger Focus Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
ALZFX | Alger Focus Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
CHUSX | Alger Global Focus A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
CHUCX | Alger Global Focus C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
AFGIX | Alger Global Focus I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
AFGZX | Alger Global Focus Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
AHSAX | Alger Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
AHSCX | Alger Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
AHSZX | Alger Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
ALGAX | Alger International Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
AFGPX | Alger International Focus B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
ALGCX | Alger International Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
AIGIX | Alger International Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
ALCZX | Alger International Focus Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
AMGAX | Alger Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
AMCGX | Alger Mid Cap Growth B | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
AMGCX | Alger Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
AMGOX | Alger Mid Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
ALMRX | Alger Mid Cap Growth Institutional I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
AGIRX | Alger Mid Cap Growth Institutional R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
AMCZX | Alger Mid Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
ALMZX | Alger MidCap Growth Institutional Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
ALSAX | Alger Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
ALSCX | Alger Small Cap Growth B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
AGSCX | Alger Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
AASOX | Alger Small Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
ALSRX | Alger Small Cap Growth Institutional I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
ASIRX | Alger Small Cap Growth Institutional R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
ASCYX | Alger Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
ASCZX | Alger Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
AISZX | Alger SmallCap Growth Institutional Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
SPECX | Alger Spectra A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
ASPCX | Alger Spectra C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
ASPIX | Alger Spectra I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
ASPYX | Alger Spectra Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
ASPZX | Alger Spectra Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
AWEG | Alger Weatherbie Enduring Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
AAMOX | Alger Weatherbie Specialized Gr Prt I-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ALMAX | Alger Weatherbie Specialized Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ALMCX | Alger Weatherbie Specialized Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ASIMX | Alger Weatherbie Specialized Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ASYMX | Alger Weatherbie Specialized Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ASMZX | Alger Weatherbie Specialized Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CBEAX | Allspring C&B Large Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBLLX | Allspring C&B Large Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBECX | Allspring C&B Large Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBLSX | Allspring C&B Large Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBEJX | Allspring C&B Large Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBMAX | Allspring C&B Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
CBMIX | Allspring C&B Mid Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
CBMCX | Allspring C&B Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
CBMSX | Allspring C&B Mid Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
CBMYX | Allspring C&B Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
WEMAX | Allspring Emerging Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WFGDX | Allspring Emerging Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WEMCX | Allspring Emerging Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WEMIX | Allspring Emerging Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WEGRX | Allspring Emerging Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
EQIAX | Allspring Emerging Markets Eq Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIDX | Allspring Emerging Markets Eq Inc Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQICX | Allspring Emerging Markets Eq Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIIX | Allspring Emerging Markets Eq Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIRX | Allspring Emerging Markets Eq Inc R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
SGRAX | Allspring Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
SGRKX | Allspring Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
WGFCX | Allspring Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
SGRNX | Allspring Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
SGRHX | Allspring Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
STAFX | Allspring Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
STDFX | Allspring Large Cap Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
STOFX | Allspring Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
STNFX | Allspring Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
STFFX | Allspring Large Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
ACBEX | Allspring Managed Account Crb Em Cor Em | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EKWAX | Allspring Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKWDX | Allspring Precious Metals Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKWCX | Allspring Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKWYX | Allspring Precious Metals Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKJAX | Allspring Premier Large Co Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
WFPDX | Allspring Premier Large Co Gr Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
EKJCX | Allspring Premier Large Co Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
EKJYX | Allspring Premier Large Co Gr Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
EKJFX | Allspring Premier Large Co Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| Allspring U.S. REIT Portfolio | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
REIT | ALPS Active REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
EDOG | ALPS Emerging Sector Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JRNY | ALPS Global Travel Beneficiaries ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Consumer Cyclical |
IDOG | ALPS International Sector Div Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
SBIO | ALPS Medical Breakthroughs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
OEUR | ALPS O'Shares Europe Quality Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
RDOG | ALPS REIT Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SDOG | ALPS Sector Dividend Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Large Value |
BWLAX | American Beacon Bridgeway Lg Cp Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
BWLCX | American Beacon Bridgeway Lg Cp Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
BWLIX | American Beacon Bridgeway Lg Cp Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
BRLVX | American Beacon Bridgeway Lg Cp Val R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
BWLRX | American Beacon Bridgeway Lg Cp Val R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
BWLYX | American Beacon Bridgeway Lg Cp Val Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
TIVFX | American Beacon EAM Int Small Cap Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
TOVIX | American Beacon EAM Int Small Cap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
TOVYX | American Beacon EAM Int Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
SHXAX | American Beacon Shapiro Equity Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
SHXCX | American Beacon Shapiro Equity Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
SHXPX | American Beacon Shapiro Equity Opps Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
SHXIX | American Beacon Shapiro Equity Opps R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
SHXYX | American Beacon Shapiro Equity Opps Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
SHEAX | American Beacon Shapiro SMID Cap Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
SHDCX | American Beacon Shapiro SMID Cap Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
SHDPX | American Beacon Shapiro SMID Cap Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
SHDIX | American Beacon Shapiro SMID Cap Eq R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
SHDRX | American Beacon Shapiro SMID Cap Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
SHDYX | American Beacon Shapiro SMID Cap Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECHX | American Century Emerg Mkts Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECVX | American Century Emerg Mkts Sm Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECMX | American Century Emerg Mkts Sm Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECTX | American Century Emerg Mkts Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECSX | American Century Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FDG | American Century Foc Dynmc Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
AGGRX | American Century Focused Global Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGLCX | American Century Focused Global Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGGIX | American Century Focused Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
TWGGX | American Century Focused Global Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGORX | American Century Focused Global Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGFGX | American Century Focused Global Gr R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGGDX | American Century Focused Global Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGYGX | American Century Focused Global Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AGCLX | American Century Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCHX | American Century Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCSX | American Century Global Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCVX | American Century Global Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCWX | American Century Global Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCTX | American Century Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AIVOX | American Century International Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
AIOCX | American Century International Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
ACIOX | American Century International Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
AIOIX | American Century International Opps Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
AIORX | American Century International Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
ANTMX | American Century Intl Sm-Md Cp G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
ANTSX | American Century Intl Sm-Md Cp Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
ANVLX | American Century Non-US Intrs Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANTGX | American Century Non-US Intrs Val G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANVHX | American Century Non-US Intrs Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANVRX | American Century Non-US Intrs Val R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANTUX | American Century Non-US IntrsVal Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
REAIX | American Century Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
REACX | American Century Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TWCAX | American Century Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ACSLX | American Century Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
TWSIX | American Century Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
TWCIX | American Century Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASERX | American Century Select R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASLGX | American Century Select R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASLWX | American Century Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
AMAHX | American Century Small Cap Dividend A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMALX | American Century Small Cap Dividend G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAFX | American Century Small Cap Dividend I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAEX | American Century Small Cap Dividend Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAJX | American Century Small Cap Dividend R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAKX | American Century Small Cap Dividend R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
ANOAX | American Century Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANOCX | American Century Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANOHX | American Century Small Cap Growth G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANONX | American Century Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANOIX | American Century Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANORX | American Century Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANOGX | American Century Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANODX | American Century Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANOYX | American Century Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ACSCX | American Century Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVNX | American Century Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVHX | American Century Small Cap Value G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ACVIX | American Century Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVIX | American Century Small Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVRX | American Century Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVGX | American Century Small Cap Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVDX | American Century Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVYX | American Century Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASQAX | American Century Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASQCX | American Century Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASCQX | American Century Small Company I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASQIX | American Century Small Company Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASCRX | American Century Small Company R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASQGX | American Century Small Company R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
TWUAX | American Century Ultra® A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
BULIX | American Century Utilities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Utilities |
TLESX | AMG GW&K Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TLEVX | AMG GW&K Emerging Markets Equity N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TLEIX | AMG GW&K Emerging Markets Equity Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TYWSX | AMG GW&K Emerging Wealth Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TYWVX | AMG GW&K Emerging Wealth Equity N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TYWIX | AMG GW&K Emerging Wealth Equity Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MBESX | AMG GW&K Global Allocation Fund Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Allocation |
MBEAX | AMG GW&K Global Allocation Fund Class N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Allocation |
MBEYX | AMG GW&K Global Allocation Fund Class Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Allocation |
MECIX | AMG GW&K International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
MECAX | AMG GW&K International Small Cap N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
MECZX | AMG GW&K International Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
GWEIX | AMG GW&K Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
GWETX | AMG GW&K Small Cap Core N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
GWEZX | AMG GW&K Small Cap Core Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
SKSIX | AMG GW&K Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
SKSEX | AMG GW&K Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
SKSZX | AMG GW&K Small Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
MCGIX | AMG Montrusco Bolton Large Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
MCGFX | AMG Montrusco Bolton Large Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
MEQFX | AMG River Road Large Cap Value Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 2 | X | Large Blend |
FQUAX | AMG River Road Large Cap Value Select N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 2 | X | Large Blend |
ABMIX | AMG River Road Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
CHTTX | AMG River Road Mid Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
ABIZX | AMG River Road Mid Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
TQEIX | AMG TimesSquare Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TQENX | AMG TimesSquare Emerging Mkts Sm Cp N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TQEZX | AMG TimesSquare Emerging Mkts Sm Cp Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TQTIX | AMG TimesSquare International SmallCap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TCMPX | AMG TimesSquare International SmallCap N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TCMIX | AMG TimesSquare International SmallCap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TSQIX | AMG TimesSquare Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSCPX | AMG TimesSquare Small Cap Growth N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSCIX | AMG TimesSquare Small Cap Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
MSEIX | AMG Veritas Asia Pacific I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
MGSEX | AMG Veritas Asia Pacific N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
MIMFX | AMG Veritas China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
MMCFX | AMG Veritas China N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
YFSIX | AMG Yacktman Global I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Value |
YFSNX | AMG Yacktman Global N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Value |
YASSX | AMG Yacktman Special Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
YASLX | AMG Yacktman Special Opportunities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
YYY | Amplify High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
ARAIX | Ariel Fund Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
ARGFX | Ariel Fund Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
APDYX | Artisan Developing World Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APHYX | Artisan Developing World Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ARTYX | Artisan Developing World Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APDRX | Artisan Global Opportunities Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Growth |
APHRX | Artisan Global Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Growth |
ARTRX | Artisan Global Opportunities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Growth |
ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
ARHBX | Artisan International Explorer Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
APDSX | Artisan Small Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
APHSX | Artisan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
AVRE | Avantis Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BCANX | Baillie Gifford China A Shares Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BCAKX | Baillie Gifford China A Shares K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BGCBX | Baillie Gifford China Equities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BGCDX | Baillie Gifford China Equities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BGPTX | Baillie Gifford Developed EAFE All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BGPFX | Baillie Gifford Developed EAFE All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BSGPX | Baillie Gifford Developed EAFE All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BGPKX | Baillie Gifford Developed EAFE All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BGCWX | Baillie Gifford EAFE Plus All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGCJX | Baillie Gifford EAFE Plus All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGCSX | Baillie Gifford EAFE Plus All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BKGCX | Baillie Gifford EAFE Plus All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGATX | Baillie Gifford Global Alpha Equities 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
BGAEX | Baillie Gifford Global Alpha Equities 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
BGALX | Baillie Gifford Global Alpha Equities 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
BGASX | Baillie Gifford Global Alpha Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
BGAKX | Baillie Gifford Global Alpha Equities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
BGITX | Baillie Gifford International Alpha 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIFX | Baillie Gifford International Alpha 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIUX | Baillie Gifford International Alpha 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIVX | Baillie Gifford International Alpha 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BINSX | Baillie Gifford International Alpha I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIKX | Baillie Gifford International Alpha K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGETX | Baillie Gifford International Growth 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGEUX | Baillie Gifford International Growth 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGEFX | Baillie Gifford International Growth 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGEVX | Baillie Gifford International Growth 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGESX | Baillie Gifford International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGEKX | Baillie Gifford International Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BTLSX | Baillie Gifford Intl Concntr Gr EqsInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BTLKX | Baillie Gifford Intl Concntr Gr EqsK | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BICIX | Baillie Gifford Intl Smlr Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
BICKX | Baillie Gifford Intl Smlr Coms K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
BGLTX | Baillie Gifford Long Term Global Gr 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
BGLFX | Baillie Gifford Long Term Global Gr 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
BSGLX | Baillie Gifford Long Term Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
BGLKX | Baillie Gifford Long Term Global Gr K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
BGGSX | Baillie Gifford US Equity Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
BGGKX | Baillie Gifford US Equity Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
BDAIX | Baron Durable Advantage Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
BDAUX | Baron Durable Advantage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
BDAFX | Baron Durable Advantage Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
BEXIX | Baron Emerging Markets Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BEXUX | Baron Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BEXFX | Baron Emerging Markets Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BFTIX | Baron Fifth Avenue Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
BFTUX | Baron Fifth Avenue Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
BFTHX | Baron Fifth Avenue Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
BFIIX | Baron FinTech Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
BFIUX | Baron FinTech R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
BFINX | Baron FinTech Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
BFGIX | Baron Focused Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BFGUX | Baron Focused Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BFGFX | Baron Focused Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGAIX | Baron Global Advantage Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
BGLUX | Baron Global Advantage R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
BGAFX | Baron Global Advantage Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
BGRIX | Baron Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGRUX | Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGRFX | Baron Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BHCHX | Baron Health Care Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BHCUX | Baron Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BHCFX | Baron Health Care Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BINIX | Baron International Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
BIGUX | Baron International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
BIGFX | Baron International Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
BNAIX | Baron New Asia Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
BNAUX | Baron New Asia R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
BNAFX | Baron New Asia Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
BIOIX | Baron Opportunity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
BIOUX | Baron Opportunity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
BIOPX | Baron Opportunity Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
BPTIX | Baron Partners Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
BPTUX | Baron Partners R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
BPTRX | Baron Partners Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
BRIIX | Baron Real Estate Income Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BRIUX | Baron Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BRIFX | Baron Real Estate Income Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BREIX | Baron Real Estate Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BREUX | Baron Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BREFX | Baron Real Estate Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BSFIX | Baron Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BSCUX | Baron Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BSCFX | Baron Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BTECX | Baron Technology Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
BTEUX | Baron Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
BTEEX | Baron Technology Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BLSKX | BlackRock Advantage Emerging Mkts K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MAFGX | BlackRock Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
MDFGX | BlackRock Capital Appreciation Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
MCFGX | BlackRock Capital Appreciation Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
MRFGX | BlackRock Capital Appreciation R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CHILX | BlackRock China A Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CHKLX | BlackRock China A Opportunities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BIDEX | BlackRock Defensive Advantage EM Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BADEX | BlackRock Defensive Advantage EM Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BKDEX | BlackRock Defensive Advantage EM K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MADCX | BlackRock Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MDDCX | BlackRock Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MCDCX | BlackRock Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MKDCX | BlackRock Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MAEFX | BlackRock EuroFund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
MDEFX | BlackRock EuroFund Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
MCEFX | BlackRock EuroFund Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
MKEFX | BlackRock Eurofund K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
MREFX | BlackRock EuroFund R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
BPAY | BlackRock Future Financial and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Technology |
BMED | BlackRock Future Health ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
BTEK | BlackRock Future Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Technology |
SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
MAFOX | BlackRock Large Cap Focus Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
MDFOX | BlackRock Large Cap Focus Growth Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
MCFOX | BlackRock Large Cap Focus Growth Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
MKFOX | BlackRock Large Cap Focus Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
BIREX | BlackRock Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BAREX | BlackRock Real Estate Securities Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BCREX | BlackRock Real Estate Securities Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
MAEGX | BlackRock Unconstrained Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
MDEGX | BlackRock Unconstrained Equity Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
MCEGX | BlackRock Unconstrained Equity Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
MREGX | BlackRock Unconstrained Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
BKCI | BNY Mellon Concentrated Internatnl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
DRLAX | BNY Mellon Developed Markets RE Scs - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DGBCX | BNY Mellon Developed Markets RE Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DRLIX | BNY Mellon Developed Markets RE Scs - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DRLYX | BNY Mellon Developed Markets RE Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DGEAX | BNY Mellon Global Emerging Mkts - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DGECX | BNY Mellon Global Emerging Mkts - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DGIEX | BNY Mellon Global Emerging Mkts - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DGEYX | BNY Mellon Global Emerging Mkts - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BKGI | BNY Mellon Global Infras Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
DGLAX | BNY Mellon Global Stock - A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
DGLCX | BNY Mellon Global Stock - C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
DGLRX | BNY Mellon Global Stock - I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
DGLYX | BNY Mellon Global Stock - Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
BKIV | BNY Mellon Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Large Growth |
DISAX | BNY Mellon International Stock Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
DISCX | BNY Mellon International Stock Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
DISRX | BNY Mellon International Stock Fund I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
DISYX | BNY Mellon International Stock Fund Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
DREVX | BNY Mellon Large Cap Securities Inc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
DNLAX | BNY Mellon Natural Resources A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
DLDCX | BNY Mellon Natural Resources C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
DLDRX | BNY Mellon Natural Resources I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
DLDYX | BNY Mellon Natural Resources Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
DWOAX | BNY Mellon Research Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
DWOCX | BNY Mellon Research Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
DWOIX | BNY Mellon Research Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
DRYQX | BNY Mellon Research Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
DREQX | BNY Mellon Research Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
DBMAX | BNY Mellon Sm/Md Cp Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
DBMCX | BNY Mellon Sm/Md Cp Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
SDSCX | BNY Mellon Sm/Md Cp Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
DBMYX | BNY Mellon Sm/Md Cp Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
DBMZX | BNY Mellon Sm/Md Cp Gr Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
SSETX | BNY Mellon Small Cap Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
SSYGX | BNY Mellon Small Cap Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
DTGRX | BNY Mellon Technology Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
DTGCX | BNY Mellon Technology Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
DGVRX | BNY Mellon Technology Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
DTEYX | BNY Mellon Technology Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
DPUAX | BNY Mellon US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
DPUCX | BNY Mellon US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
DPUIX | BNY Mellon US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
DPUYX | BNY Mellon US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
LEGDX | BrandywineGLOBAL - Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LEGEX | BrandywineGLOBAL - Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LEGFX | BrandywineGLOBAL - Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LEGGX | BrandywineGLOBAL - Small Cap Value Is | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LEGHX | BrandywineGLOBAL - Small Cap Value R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
BIAVX | Brown Advisory Beutel GoodmanLg-CpValInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Large Value |
BVALX | Brown Advisory BeutelGoodmanLg-CpValInst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Large Value |
BAQAX | Brown Advisory Emgerg Mkts Select Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BAFQX | Brown Advisory Emgerg Mkts Select Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BIAQX | Brown Advisory Emgerg Mkts Select Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BADAX | Brown Advisory Equity Income Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
BAFDX | Brown Advisory Equity Income Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
BIADX | Brown Advisory Equity Income Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
BAFAX | Brown Advisory Flexible Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
BAFFX | Brown Advisory Flexible Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
BIAFX | Brown Advisory Flexible Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
BAGAX | Brown Advisory Growth Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
BAFGX | Brown Advisory Growth Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
BIAGX | Brown Advisory Growth Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
BAUAX | Brown Advisory Small-Cap Fdmtl Val Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
BAUUX | Brown Advisory Small-Cap Fdmtl Val Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
BIAUX | Brown Advisory Small-Cap Fdmtl Val Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
BASAX | Brown Advisory Small-Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BAFSX | Brown Advisory Small-Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BIASX | Brown Advisory Small-Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BCSSX | Brown Capital Mgmt Small Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BCSIX | Brown Capital Mgmt Small Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CWSIX | Carillon Chartwell Small Cap Value Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
HRSCX | Carillon Eagle Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSCCX | Carillon Eagle Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSIIX | Carillon Eagle Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRRX | Carillon Eagle Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRSX | Carillon Eagle Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRUX | Carillon Eagle Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRYX | Carillon Eagle Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
CSSAX | Carillon Scout Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
CSSJX | Carillon Scout Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
UMBHX | Carillon Scout Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
CSSQX | Carillon Scout Small Cap R-3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
CSSSX | Carillon Scout Small Cap R-5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
CSSVX | Carillon Scout Small Cap R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
CSSWX | Carillon Scout Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
CEMIX | Causeway Emerging Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
CEMVX | Causeway Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
CIISX | Causeway International Small Cap Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
CVISX | Causeway International Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
CIPMX | Champlain Mid Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
CIPIX | Champlain Mid Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
CIPSX | Champlain Small Company Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CIPNX | Champlain Small Company Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
RGAVX | ClearBridge Global Infrastructure Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CBGAX | ClearBridge Global Infrastructure Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
RGIVX | ClearBridge Global Infrastructure Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
RGSVX | ClearBridge Global Infrastructure Inc IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
LBGAX | ClearBridge Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LBGCX | ClearBridge Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LBGIX | ClearBridge Mid Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LCMIX | ClearBridge Mid Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LCMRX | ClearBridge Mid Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LMSAX | ClearBridge Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LMASX | ClearBridge Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LGASX | ClearBridge Small Cap FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LMPMX | ClearBridge Small Cap Growth 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SASMX | ClearBridge Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SCSMX | ClearBridge Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMPSX | ClearBridge Small Cap Growth FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SBPYX | ClearBridge Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMOIX | ClearBridge Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMPOX | ClearBridge Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMNSX | ClearBridge Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LISGX | ClearBridge Small Cap IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LMARX | ClearBridge Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
DVFAX | Cohen & Steers Alternative Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
DVFCX | Cohen & Steers Alternative Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
DVFIX | Cohen & Steers Alternative Inc I | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
DVFRX | Cohen & Steers Alternative Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
DVFZX | Cohen & Steers Alternative Inc Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
CSUAX | Cohen & Steers Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CSUCX | Cohen & Steers Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CSUIX | Cohen & Steers Global Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CSURX | Cohen & Steers Global Infrastructure R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CSUZX | Cohen & Steers Global Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CSFAX | Cohen & Steers Global Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CSFCX | Cohen & Steers Global Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CSSPX | Cohen & Steers Global Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GRSRX | Cohen & Steers Global Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CSFZX | Cohen & Steers Global Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CSRIX | Cohen & Steers Instl Realty Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRFAX | Cohen & Steers International Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRFCX | Cohen & Steers International Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRFIX | Cohen & Steers International Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRFRX | Cohen & Steers International Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRFZX | Cohen & Steers International Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MLOAX | Cohen & Steers MLP & Energy Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLOCX | Cohen & Steers MLP & Energy Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLOIX | Cohen & Steers MLP & Energy Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLORX | Cohen & Steers MLP & Energy Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLOZX | Cohen & Steers MLP & Energy Opp Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
CSEIX | Cohen & Steers Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREFX | Cohen & Steers Real Estate Securities F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSDIX | Cohen & Steers Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CIRRX | Cohen & Steers Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSZIX | Cohen & Steers Real Estate Securities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJAX | Cohen & Steers Realty Shares A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJCX | Cohen & Steers Realty Shares C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJIX | Cohen & Steers Realty Shares I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSRSX | Cohen & Steers Realty Shares L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJRX | Cohen & Steers Realty Shares R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJZX | Cohen & Steers Realty Shares Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CAEAX | Columbia Acorn European A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CLOFX | Columbia Acorn European Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAECX | Columbia Acorn European C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEZX | Columbia Acorn European Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEEX | Columbia Acorn European Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEYX | Columbia Acorn European Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
LAIAX | Columbia Acorn International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CCIRX | Columbia Acorn International Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
LAICX | Columbia Acorn International C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
ACINX | Columbia Acorn International Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CAIRX | Columbia Acorn International Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CCYIX | Columbia Acorn International Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CACRX | Columbia Acorn International R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
LAFAX | Columbia Acorn International Sel A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CILRX | Columbia Acorn International Sel Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
LFFCX | Columbia Acorn International Sel C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
ACFFX | Columbia Acorn International Sel Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CRIRX | Columbia Acorn International Sel Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CSIRX | Columbia Acorn International Sel Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
EEMAX | Columbia Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEMHX | Columbia Emerging Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EEMCX | Columbia Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ECON | Columbia Emerging Markets Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
UMEMX | Columbia Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEKRX | Columbia Emerging Markets Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEKYX | Columbia Emerging Markets Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEMRX | Columbia Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
NGCAX | Columbia Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCHX | Columbia Greater China Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
NGCCX | Columbia Greater China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
LNGZX | Columbia Greater China Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCRX | Columbia Greater China Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
INCO | Columbia India Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
CSVAX | Columbia International Div Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CGOLX | Columbia International Div Inc Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CSRCX | Columbia International Div Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CSVFX | Columbia International Div Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CADPX | Columbia International Div Inc Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CLSYX | Columbia International Div Inc Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CSGRX | Columbia International Div Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
LEGAX | Columbia Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
CCGRX | Columbia Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
LEGCX | Columbia Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
CLGEX | Columbia Large Cap Growth E | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
GEGTX | Columbia Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
CLWFX | Columbia Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
CGFYX | Columbia Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
NFEAX | Columbia Large Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CSFRX | Columbia Large Cap Growth Opp Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
NFECX | Columbia Large Cap Growth Opp C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
NFEPX | Columbia Large Cap Growth Opp Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CADRX | Columbia Large Cap Growth Opp Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CLRYX | Columbia Large Cap Growth Opp Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CLGPX | Columbia Large Cap Growth Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CGWRX | Columbia Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
GAEGX | Columbia Large Cap Growth V | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
PISLX | Columbia Pyrford International Stck Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISOX | Columbia Pyrford International Stk Ins 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISQX | Columbia Pyrford International Stk Ins 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISDX | Columbia Pyrford International Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISKX | Columbia Pyrford International Stock Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISEX | Columbia Pyrford International Stock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISJX | Columbia Pyrford International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
CREAX | Columbia Real Estate Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRERX | Columbia Real Estate Equity Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRECX | Columbia Real Estate Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREEX | Columbia Real Estate Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRRVX | Columbia Real Estate Equity Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREYX | Columbia Real Estate Equity Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRSRX | Columbia Real Estate Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRED | Columbia Research Enhanced Rl Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IGLGX | Columbia Select Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
CSGVX | Columbia Select Global Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
RGCEX | Columbia Select Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
RGERX | Columbia Select Global Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
CGERX | Columbia Select Global Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
NSGAX | Columbia Select Large Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
CLSRX | Columbia Select Large Cap Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
NSGCX | Columbia Select Large Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
NSEPX | Columbia Select Large Cap Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
CLCRX | Columbia Select Large Cap Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
CLEYX | Columbia Select Large Cap Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
ELGAX | Columbia Select Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
CSRRX | Columbia Select Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
ELGCX | Columbia Select Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
UMLGX | Columbia Select Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
URLGX | Columbia Select Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
CBSAX | Columbia Select Mid Cap Gro Fd A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CPGRX | Columbia Select Mid Cap Gro Fd AD | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CMGRX | Columbia Select Mid Cap Gro Fd R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CBSTX | Columbia Select Mid Cap Gro Fd V | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
SSCVX | Columbia Select Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CSPRX | Columbia Select Small Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
SVMCX | Columbia Select Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CSSZX | Columbia Select Small Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
SSVIX | Columbia Select Small Cap Value Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CSSYX | Columbia Select Small Cap Value Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
SSVRX | Columbia Select Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
SHGTX | Columbia Seligman Global Tech A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
CCHRX | Columbia Seligman Global Tech Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SHTCX | Columbia Seligman Global Tech C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
CSGZX | Columbia Seligman Global Tech Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SGTTX | Columbia Seligman Global Tech Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
CGTYX | Columbia Seligman Global Tech Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SGTRX | Columbia Seligman Global Tech R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SEMI | Columbia Seligman Semiconductor&TechETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
SLMCX | Columbia Seligman Tech & Info A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SCIOX | Columbia Seligman Tech & Info Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SCICX | Columbia Seligman Tech & Info C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
CCIZX | Columbia Seligman Tech & Info Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SCMIX | Columbia Seligman Tech & Info Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
CCOYX | Columbia Seligman Tech & Info Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SCIRX | Columbia Seligman Tech & Info R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
CGOAX | Columbia Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CHHRX | Columbia Small Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CGOCX | Columbia Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CMSCX | Columbia Small Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CSCRX | Columbia Small Cap Growth Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CSGYX | Columbia Small Cap Growth Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CCRIX | Columbia Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
XLC | Communication Services Sel Sect SPDR®ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
XLY | Consumer Discret Sel Sect SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Consumer Cyclical |
XLP | Consumer Staples Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
RPFCX | Davis Appreciation & Income A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 7 | X | Moderately Aggressive Allocation |
DCSCX | Davis Appreciation & Income C | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 7 | X | Moderately Aggressive Allocation |
DCSYX | Davis Appreciation & Income Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 7 | X | Moderately Aggressive Allocation |
RPFGX | Davis Financial A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
DFFCX | Davis Financial C | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
DVFYX | Davis Financial Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
DGFAX | Davis Global A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Blend |
DGFCX | Davis Global C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Blend |
DGFYX | Davis Global Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Blend |
DILAX | Davis International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
DILCX | Davis International C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
DILYX | Davis International Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
NYVTX | Davis NY Venture A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
NYVBX | Davis NY Venture B | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
NYVCX | Davis NY Venture C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
NYVRX | Davis NY Venture R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
DNVYX | Davis NY Venture Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
RPEAX | Davis Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 5 | X | Large Blend |
DGOCX | Davis Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 5 | X | Large Blend |
DGOYX | Davis Opportunity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 5 | X | Large Blend |
RPFRX | Davis Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DRECX | Davis Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DREYX | Davis Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DPREX | Delaware Global Listed Real Assets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
DPRCX | Delaware Global Listed Real Assets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
DPRSX | Delaware Global Listed Real Assets Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
DPRRX | Delaware Global Listed Real Assets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
DPRDX | Delaware Global Listed Real Assets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
IREAX | Delaware Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRECX | Delaware Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRESX | Delaware Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRERX | Delaware Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRENX | Delaware Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IREYX | Delaware Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DLHAX | Delaware Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
DLHCX | Delaware Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
DLHIX | Delaware Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
DLRHX | Delaware Healthcare R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
DGGAX | Delaware International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGGCX | Delaware International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGGIX | Delaware International Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGGRX | Delaware International Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGRRX | Delaware International Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJAX | Delaware Ivy International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJCX | Delaware Ivy International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJIX | Delaware Ivy International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJRX | Delaware Ivy International Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJYX | Delaware Ivy International Small Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
WMGAX | Delaware Ivy Mid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
WMGCX | Delaware Ivy Mid Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IYMIX | Delaware Ivy Mid Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
WMGRX | Delaware Ivy Mid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IGRFX | Delaware Ivy Mid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
WMGYX | Delaware Ivy Mid Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IGNAX | Delaware Ivy Natural Resources A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
IGNCX | Delaware Ivy Natural Resources C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
IGNIX | Delaware Ivy Natural Resources I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
IGNRX | Delaware Ivy Natural Resources R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
INRSX | Delaware Ivy Natural Resources R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
IGNYX | Delaware Ivy Natural Resources Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
WSTAX | Delaware Ivy Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
WSTCX | Delaware Ivy Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
ISTIX | Delaware Ivy Science and Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
WSTRX | Delaware Ivy Science and Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
ISTNX | Delaware Ivy Science and Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
WSTYX | Delaware Ivy Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
WSGAX | Delaware Ivy Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
WRGCX | Delaware Ivy Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
IYSIX | Delaware Ivy Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
WSGRX | Delaware Ivy Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
IRGFX | Delaware Ivy Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
WSCYX | Delaware Ivy Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
IPOAX | Delaware Ivy Systematic Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IPOCX | Delaware Ivy Systematic Em Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IPOIX | Delaware Ivy Systematic Em Mkts Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IYPCX | Delaware Ivy Systematic Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IMEGX | Delaware Ivy Systematic Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IPOYX | Delaware Ivy Systematic Em Mkts Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DFCIX | Delaware Mid Cap Growth Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DEEVX | Delaware Mid Cap Growth Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFDIX | Delaware Mid Cap Growth Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFRIX | Delaware Mid Cap Growth Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFZRX | Delaware Mid Cap Growth Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IRSAX | Delaware Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRSCX | Delaware Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IREIX | Delaware Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRSRX | Delaware Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRSEX | Delaware Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRSYX | Delaware Real Estate Securities Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DSGDX | Delaware Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
DSGEX | Delaware Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
DSGGX | Delaware Small Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
DSGFX | Delaware Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
DEMZ | Democratic Large Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Blend |
DFGEX | DFA Global Real Estate Securities Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFITX | DFA International Real Estate Sec I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFJSX | DFA Japanese Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
DFREX | DFA Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DHIIX | Diamond Hill International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
DHIAX | Diamond Hill International Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
DHIYX | Diamond Hill International Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
DHLTX | Diamond Hill Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Mid-Cap Value |
DHTAX | Diamond Hill Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Mid-Cap Value |
DHTYX | Diamond Hill Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Mid-Cap Value |
DHSIX | Diamond Hill Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
DHSCX | Diamond Hill Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
DHSYX | Diamond Hill Small Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
DHMIX | Diamond Hill Small-Mid Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
DHMAX | Diamond Hill Small-Mid Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
DHMYX | Diamond Hill Small-Mid Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
DEHP | Dimensional Em Mkts High Prof ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
DFGR | Dimensional Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFAR | Dimensional US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
MOON | Direxion Moonshot Innovators ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
QQQE | Direxion NASDAQ-100® Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
WFH | Direxion Work From Home ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
DODFX | Dodge & Cox International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Foreign Large Value |
DOXFX | Dodge & Cox International Stock X | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Foreign Large Value |
SDGAX | DWS Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
SDGCX | DWS Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
SDGTX | DWS Capital Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
SDGRX | DWS Capital Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
SDGZX | DWS Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
SCGSX | DWS Capital Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
COMAX | DWS Communications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
COMCX | DWS Communications C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
COMZX | DWS Communications Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
COMSX | DWS Communications S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
SUIAX | DWS CROCI International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
SUICX | DWS CROCI International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
SUIIX | DWS CROCI International Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
SUIRX | DWS CROCI International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
SCINX | DWS CROCI International S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
DCUAX | DWS CROCI US A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
DCUCX | DWS CROCI US C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
DCUIX | DWS CROCI US Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
DCUTX | DWS CROCI US R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
DCURX | DWS CROCI US R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
DCUSX | DWS CROCI US S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
SEKAX | DWS Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SEKCX | DWS Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SEKIX | DWS Emerging Markets Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SEKRX | DWS Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SEMGX | DWS Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SUHAX | DWS Health and Wellness A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SUHCX | DWS Health and Wellness C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SUHIX | DWS Health and Wellness Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SCHLX | DWS Health and Wellness S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
TOLLX | DWS RREEF Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
TOLCX | DWS RREEF Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
TOLIX | DWS RREEF Global Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
TOLZX | DWS RREEF Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
TOLSX | DWS RREEF Global Infrastructure S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
RRGAX | DWS RREEF Global Real Estate Secc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RRGCX | DWS RREEF Global Real Estate Secc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RRGIX | DWS RREEF Global Real Estate Secc Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RRGRX | DWS RREEF Global Real Estate Secc R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RRGTX | DWS RREEF Global Real Estate Secc S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RRRAX | DWS RREEF Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RRRCX | DWS RREEF Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RRRRX | DWS RREEF Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RRRSX | DWS RREEF Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RRRZX | DWS RREEF Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RRREX | DWS RREEF Real Estate Securities S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SZCAX | DWS Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
SZCCX | DWS Small Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
SZCIX | DWS Small Cap Core Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
SZCRX | DWS Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
SSLCX | DWS Small Cap Core S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
ERLGX | Eaton Vance Atlanta Capital Fcs Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
EAALX | Eaton Vance Atlanta Capital Focused Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
EAGCX | Eaton Vance Atlanta Capital Focused Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
EILGX | Eaton Vance Atlanta Capital Focused Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ESEAX | Eaton Vance Atlanta Capital Sel Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
ESECX | Eaton Vance Atlanta Capital Sel Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
ESEIX | Eaton Vance Atlanta Capital Sel Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
ESERX | Eaton Vance Atlanta Capital Sel Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
EACOX | Eaton Vance Emerg & Frntr Countrs Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EICOX | Eaton Vance Emerg & Frntr Countrs Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EFGAX | Eaton Vance Focused Global Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
EFGIX | Eaton Vance Focused Global Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
EAFGX | Eaton Vance Focused Growth Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
ECFGX | Eaton Vance Focused Growth Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
EIFGX | Eaton Vance Focused Growth Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
EAFVX | Eaton Vance Focused Value Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Value |
ECFVX | Eaton Vance Focused Value Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Value |
EIFVX | Eaton Vance Focused Value Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Value |
ESVAX | Eaton Vance Global Small-Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
ESVCX | Eaton Vance Global Small-Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
ESVIX | Eaton Vance Global Small-Cap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
EVCGX | Eaton Vance Greater China Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ECCGX | Eaton Vance Greater China Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
EICGX | Eaton Vance Greater China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | |