| Allspring U.S. REIT Portfolio | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| Janus Henderson VIT Forty Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large 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 |
| JHancock Emerging Markets Equity NAV | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JHancock Global Equity NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 7 | X | Global Large-Stock Value |
| JHancock Infrastructure NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JHancock Multi-Asset Absolute Return NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 3 | X | Tactical Allocation |
| JHancock U.S. Growth NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| JHFunds2 Science & Technology NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| JNL Multi-Manager Emerging Markets Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL Multi-Manager Emerging Markets Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| JNL/AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| JNL/Baillie Gifford International Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| JNL/Baillie Gifford International Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| JNL/Baillie Gifford US Equity Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Growth |
| JNL/Baillie Gifford US Equity Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Growth |
| JNL/BlackRock Large Cap Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| JNL/BlackRock Large Cap Select Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| JNL/First Sentier Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| JNL/First Sentier Global Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| JNL/GQG Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/GQG Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/Harris Oakmark Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Global Large-Stock Value |
| JNL/Harris Oakmark Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Global Large-Stock Value |
| JNL/Heitman US Focused Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Heitman US Focused Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Communication Services Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| JNL/Mellon Communication Services Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| JNL/Mellon Consumer Discretionary Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 9 | 4 | X | Consumer Cyclical |
| JNL/Mellon Consumer Discretionary Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 9 | 4 | X | Consumer Cyclical |
| JNL/Mellon Consumers Staples Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| JNL/Mellon Consumers Staples Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| JNL/Mellon Materials Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| JNL/Mellon Materials Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| JNL/Mellon Nasdaq® 100 Index A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| JNL/Mellon Nasdaq® 100 Index I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| JNL/Mellon Real Estate Sect A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Real Estate Sect I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Utilities Sector A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JNL/Mellon Utilities Sector I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| JNL/WCM China Quality Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| JNL/WCM China Quality Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| JNL/WMC Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JNL/WMC Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| 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 |
| Allspring Factor Enhanced Em Mkt Eq | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| Franklin Mutual Beacon R | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Global Large-Stock Value |
| Janus Henderson VIT Overseas Svc | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Blend |
| Janus Henderson VIT Research Svc | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| JH Adaptive Rsk Mgd U.S EqPort-Svc | Owns companies we recommend for divestment | 1 | 8 | 8 | 12 | X | Large Value |
| JHancock Diversified Real Assets NAV | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Global Large-Stock Blend |
| JHancock Fundamental Global Fran NAV | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Global Large-Stock Blend |
| JHancock International Dynamic Gr NAV | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| JHancock Small Cap Core NAV | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
| JHancock Small Cap Growth NAV | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| JHFunds2 Health Sciences NAV | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Health |
| JNL Multi-Manager Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| JNL Multi-Manager Intl Sm Cp I | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| JNL/BlackRock Global Natural Resources A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
| JNL/BlackRock Global Natural Resources I | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
| JNL/Causeway International Value Sel A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Foreign Large Value |
| JNL/Causeway International Value Sel I | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Foreign Large Value |
| JNL/ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| JNL/ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| JNL/Invesco Global Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Invesco Global Growth I | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Mellon Energy Sector A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| JNL/Mellon Energy Sector I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| JNL/Mellon Healthcare Sector A | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Health |
| JNL/Mellon Healthcare Sector I | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Health |
| JNL/Morningstar Wide Moat Index A | Owns companies we recommend for divestment | 1 | 6 | 5 | 8 | X | Large Blend |
| JNL/Morningstar Wide Moat Index I | Owns companies we recommend for divestment | 1 | 6 | 5 | 8 | X | Large Blend |
| JNL/WCM Focused International Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Growth |
| JNL/WCM Focused International Equity I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| Neuberger Berman AMT Intl Eq I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| Neuberger Berman AMT Intl Eq Portl S | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| Janus Henderson VIT Glb Tech&Innvt Svc | Owns companies we recommend for divestment | 2 | 4 | 3 | 4 | X | Technology |
| JHancock Financial Industries NAV | Owns companies we recommend for divestment | 2 | 9 | 0 | 8 | X | Financial |
| JNL Emerging Markets Index I | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| JNL/Invesco Small Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| JNL/Invesco Small Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| JNL/Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Loomis Sayles Global Growth I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| 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 |
| JNL/T. Rowe Price Capital Appreciation A | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
| JNL/T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
| JNL/T. Rowe Price Established Growth A | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| JNL/T. Rowe Price Established Growth I | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| Neuberger Berman AMT Mid-Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| Neuberger Berman AMT Mid-Cap Growth S | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| Janus Henderson VIT Balanced Svc | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Allocation--50% to 70% Equity |
| Janus Henderson VIT Global Rsrch Svc | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| JNL/JPMorgan MidCap Growth A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JNL/JPMorgan MidCap Growth I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JNL/Lazard International Strategic Eq A | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | X | Foreign Large Blend |
| JNL/Lazard International Strategic Eq I | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | X | Foreign Large Blend |
| JNL/Mellon Dow Index A | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| JNL/Mellon Dow Index I | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| JNL/T. Rowe Price Mid-Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| JNL/T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| JNL/WMC Balanced A | Owns companies we recommend for divestment | 3 | 5 | 6 | 10 | X | Allocation--50% to 70% Equity |
| JNL/WMC Balanced I | Owns companies we recommend for divestment | 3 | 5 | 6 | 10 | X | Allocation--50% to 70% Equity |
| JNL/WMC Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| JNL/WMC Equity Income I | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| JNL/WMC Value A | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Value |
| JNL/WMC Value I | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Value |
| JPMorgan Insurance Tr Mid Cap Value 1 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val I | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val S | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| Janus Henderson VIT Enterprise Svc | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| Janus Henderson VIT Mid Cap Value Svc | Owns companies we recommend for divestment | 4 | 4 | 1 | 4 | X | Mid-Cap Value |
| JHancock Equity Income NAV | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| JHancock Fundamental Large Cap Core NAV | Owns companies we recommend for divestment | 4 | 5 | 7 | 12 | X | Large Blend |
| JHancock Global Shareholder Yield NAV | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
| JNL Multi-Manager Small Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JNL Multi-Manager Small Cap Value I | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JNL/AQR Large Cap Defensive Style A | Owns companies we recommend for divestment | 4 | 11 | 10 | 14 | X | Large Blend |
| JNL/AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 4 | 11 | 10 | 14 | X | Large Blend |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
| JNL/Mellon Financial Sector A | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
| JNL/Mellon Financial Sector I | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
| JNL/Newton Equity Income A | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| JNL/Newton Equity Income I | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| JPMorgan Insurance Tr Small Cap Core 1 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| JPMorgan Insurance Tr Small Cap Core 2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| JNL/Goldman Sachs 4 A | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Large Value |
| JNL/Goldman Sachs 4 I | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Large Value |
| JNL/JPMorgan U.S. Value A | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| JNL/JPMorgan U.S. Value I | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| JNL/MFS Mid Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 3 | 5 | X | Mid-Cap Value |
| JNL/MFS Mid Cap Value I | Owns companies we recommend for divestment | 5 | 2 | 3 | 5 | X | Mid-Cap Value |
| JNL/T. Rowe Price Value A | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
| JNL/T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
| JPMorgan Insurance Tr US Equity 1 | Owns companies we recommend for divestment | 5 | 8 | 10 | 16 | X | Large Blend |
| JPMorgan Insurance Tr US Equity 2 | Owns companies we recommend for divestment | 5 | 8 | 10 | 16 | X | Large Blend |
| JNL Multi-Manager Mid Cap A | Owns companies we recommend for divestment | 6 | 4 | 8 | 8 | X | Mid-Cap Blend |
| JNL Multi-Manager Mid Cap I | Owns companies we recommend for divestment | 6 | 4 | 8 | 8 | X | Mid-Cap Blend |
| JNL/Mellon Infor Tech Sect A | Owns companies we recommend for divestment | 6 | 2 | 8 | 10 | X | Technology |
| JNL/Mellon Infor Tech Sect I | Owns companies we recommend for divestment | 6 | 2 | 8 | 10 | X | Technology |
| Allspring Factor Enhanced Small Cap Eq | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Small Blend |
| JNL Mid Cap Index I | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| JNL Multi-Manager Small Cap Growth A | Owns companies we recommend for divestment | 7 | 4 | 1 | 7 | X | Small Growth |
| JNL Multi-Manager Small Cap Growth I | Owns companies we recommend for divestment | 7 | 4 | 1 | 7 | X | Small Growth |
| Allspring Factor Enhanced Intern Eq | Owns companies we recommend for divestment | 10 | 6 | 21 | 10 | X | Foreign Large Blend |
| JNL/DFA US Small Cap A | Owns companies we recommend for divestment | 10 | 7 | 12 | 14 | X | Small Blend |
| JNL/DFA US Small Cap I | Owns companies we recommend for divestment | 10 | 7 | 12 | 14 | X | Small Blend |
| JNL/RAFI® Fundamental US Small Cap A | Owns companies we recommend for divestment | 11 | 6 | 9 | 18 | X | Small Value |
| JNL/RAFI® Fundamental US Small Cap I | Owns companies we recommend for divestment | 11 | 6 | 9 | 18 | X | Small Value |
| JNL/T. Rowe Price Balanced A | Owns companies we recommend for divestment | 11 | 14 | 22 | 23 | X | Allocation--50% to 70% Equity |
| JNL/T. Rowe Price Balanced I | Owns companies we recommend for divestment | 11 | 14 | 22 | 23 | X | Allocation--50% to 70% Equity |
| JNL International Index I | Owns companies we recommend for divestment | 13 | 6 | 25 | 12 | X | Foreign Large Blend |
| JNL/Mellon Industrials Sect A | Owns companies we recommend for divestment | 14 | 4 | 11 | 15 | X | Industrials |
| JNL/Mellon Industrials Sect I | Owns companies we recommend for divestment | 14 | 4 | 11 | 15 | X | Industrials |
| JHancock International Stra Eq Allc NAV | Owns companies we recommend for divestment | 15 | 7 | 31 | 13 | X | Foreign Large Blend |
| JHancock U.S. Sector Rotation NAV | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| JNL S&P 500 Index I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| JNL/Mellon S&P 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| JNL/Mellon S&P 500 Index I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| Putnam Dynamic Asset Allocation Equity A | Owns companies we recommend for divestment | 16 | 18 | 30 | 29 | X | Large Blend |
| Putnam Dynamic Asset Allocation Equity P | Owns companies we recommend for divestment | 16 | 18 | 30 | 29 | X | Large Blend |
| Putnam Dynamic Asset Allocation Bal P | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
| Putnam Dynamic Asset Allocation Gr P | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
| Allspring Factor Enhanced Lrg Cp Eq | Owns companies we recommend for divestment | 19 | 22 | 30 | 35 | X | Large Blend |
| JNL/DFA International Core Equity A | Owns companies we recommend for divestment | 24 | 8 | 35 | 16 | X | Foreign Large Blend |
| JNL/DFA International Core Equity I | Owns companies we recommend for divestment | 24 | 8 | 35 | 16 | X | Foreign Large Blend |
| JNL/RAFI® Multi-Factor US Eq A | Owns companies we recommend for divestment | 24 | 19 | 27 | 32 | X | Large Value |
| JNL/RAFI® Multi-Factor US Eq I | Owns companies we recommend for divestment | 24 | 19 | 27 | 32 | X | Large Value |
| JNL/Mellon US Stock Market Index A | Owns companies we recommend for divestment | 25 | 28 | 37 | 46 | X | Large Blend |
| JNL/Mellon US Stock Market Index I | Owns companies we recommend for divestment | 25 | 28 | 37 | 46 | X | Large Blend |
| JNL/DFA US Core Equity A | Owns companies we recommend for divestment | 28 | 30 | 40 | 50 | X | Large Blend |
| JNL/DFA US Core Equity I | Owns companies we recommend for divestment | 28 | 30 | 40 | 50 | X | Large Blend |
| JNL/Mellon World Index A | Owns companies we recommend for divestment | 32 | 28 | 57 | 48 | X | Global Large-Stock Blend |
| JNL/Mellon World Index I | Owns companies we recommend for divestment | 32 | 28 | 57 | 48 | X | Global Large-Stock Blend |
AABCX | Putnam Dynamic Asset Allocation Bal C | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
AACFX | Invesco Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
AAWVX | Cavanal Hill Mid Cap Diverse Ldrsp A | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
AAXJ | iShares MSCI All Country Asia ex Jpn ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Pacific/Asia ex-Japan Stk |
ABAEX | AB Emerging Markets Multi-Asset A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABALX | American Funds American Balanced A | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
ABASX | AB Discovery Value A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABCEX | AB Emerging Markets Multi-Asset C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABCSX | AB Discovery Value C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Allocation--50% to 70% Equity |
ABIAX | AB International Value A | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
ABICX | AB International Value C | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
ABIEX | AB Emerging Markets Multi-Asset I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABINX | American Century Balanced I | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Allocation--50% to 70% Equity |
ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
ABKEX | AB Emerging Markets Multi-Asset K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
ABPRX | AB Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
ABREX | AB Emerging Markets Multi-Asset R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
ABSIX | AB Discovery Value I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABSKX | AB Discovery Value K | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABSRX | AB Discovery Value R | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
ABSZX | AB Discovery Value Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABVAX | AB Value A | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
ABVCX | AB Value C | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
ABVIX | AB Value I | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
ABVKX | AB Value K | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
ABVRX | AB Value R | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
ABVYX | AB Value Advisor | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
ABWAX | AB All Market Total Return A | Owns companies we recommend for divestment | 8 | 14 | 15 | 16 | X | Allocation--50% to 70% Equity |
ABWCX | AB All Market Total Return C | Owns companies we recommend for divestment | 8 | 14 | 15 | 16 | X | Allocation--50% to 70% Equity |
ABWIX | AB All Market Total Return I | Owns companies we recommend for divestment | 8 | 14 | 15 | 16 | X | Allocation--50% to 70% Equity |
ABWKX | AB All Market Total Return K | Owns companies we recommend for divestment | 8 | 14 | 15 | 16 | X | Allocation--50% to 70% Equity |
ABWRX | AB All Market Total Return R | Owns companies we recommend for divestment | 8 | 14 | 15 | 16 | X | Allocation--50% to 70% Equity |
ABWYX | AB All Market Total Return Advisor | Owns companies we recommend for divestment | 8 | 14 | 15 | 16 | X | Allocation--50% to 70% Equity |
ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABYSX | AB Discovery Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABZEX | AB Emerging Markets Multi-Asset Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ACADX | American Century Emerging Markets G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ACAEX | American Century International Gr G | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ACAFX | American Century International Value G | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Foreign Large Value |
ACCLX | American Century Mid Cap Value C | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
ACCOX | American Century International Val C | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Foreign Large Value |
ACDFX | American Century Disciplined Growth G | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
ACEAX | AB All China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ACECX | American Century Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ACEDX | American Century Equity Growth G | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
ACEHX | Invesco Exchange | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
ACEIX | Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
ACEKX | Invesco Equity and Income R5 | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
ACERX | Invesco Equity and Income C | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
ACESX | Invesco Equity and Income R | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
ACETX | Invesco Equity and Income Y | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Foreign Large Value |
ACEYX | AB All China Equity Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ACFFX | Columbia Acorn International Sel Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ACFLX | American Century Focused Lg Cap Val G | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 4 | 8 | 8 | 10 | X | Large Value |
ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
ACGIX | Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
ACGKX | Invesco Growth and Income C | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
ACGLX | Invesco Growth and Income R | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
ACGMX | Invesco Growth and Income Y | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
ACGQX | Invesco Growth and Income R5 | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
ACIHX | American Century Growth G | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
ACIIX | American Century Equity Income I | Owns companies we recommend for divestment | 3 | 8 | 6 | 7 | X | Large Value |
ACILX | American Century Heritage G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ACINX | Columbia Acorn International Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
ACIOX | American Century International Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
ACIPX | American Century Mid Cap Value G | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ACLAX | American Century Mid Cap Value A | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
ACLCX | American Century Value C | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
ACMTX | AB All Market Real Return C | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
ACMVX | American Century Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
ACPCX | Allspring Special Intl Sm Cp C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
ACRNX | Columbia Acorn Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
ACSCX | American Century Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ACSDX | Invesco Comstock Y | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
ACSHX | Invesco Comstock R5 | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
ACSLX | American Century Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ACSRX | Invesco Comstock R | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
ACSTX | Invesco Comstock A | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
ACSYX | Invesco Comstock C | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Foreign Large 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 |
ACVRX | American Century International Val R | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Foreign Large Value |
ACVUX | American Century International Value I | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Foreign Large Value |
ACWI | iShares MSCI ACWI ETF | Owns companies we recommend for divestment | 35 | 30 | 59 | 50 | X | Global Large-Stock Blend |
ACWV | iShares MSCI Global Min Vol Factor ETF | Owns companies we recommend for divestment | 6 | 6 | 6 | 9 | X | Global Large-Stock Blend |
ACWVX | Cavanal Hill Mid Cap Diverse Ldrsp C | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
ACWX | iShares MSCI ACWI ex US ETF | Owns companies we recommend for divestment | 16 | 7 | 32 | 13 | X | Foreign Large Blend |
ADCCX | American Century Disciplined Growth C | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
ADCIX | American Century Disciplined Growth I | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
ADCVX | American Century Disciplined Growth A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
ADCYX | American Century Disciplined Growth Y | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
ADECX | Columbia Large Cap Value C | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
ADGAX | AB Core Opportunities A | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
ADGGX | American Century Disciplined Growth R5 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
ADGKX | AB Core Opportunities K | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
ADGRX | AB Core Opportunities R | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
ADGYX | AB Core Opportunities Advisor | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
ADKSX | Adirondack Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
ADRE | Invesco BLDRS Emerging Markets 50 ADR | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ADRRX | American Century Disciplined Growth R | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
ADSIX | American Century Disciplined Growth Inv | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
ADTAX | Allspring Dynamic Target 2065 A | Owns companies we recommend for divestment | 37 | 35 | 59 | 55 | X | Target-Date 2065+ |
ADTCX | Allspring Dynamic Target 2065 C | Owns companies we recommend for divestment | 37 | 35 | 59 | 55 | X | Target-Date 2065+ |
ADTDX | Allspring Dynamic Target 2065 Admin | Owns companies we recommend for divestment | 37 | 35 | 59 | 55 | X | Target-Date 2065+ |
ADTYX | Allspring Dynamic Target 2065 R4 | Owns companies we recommend for divestment | 37 | 35 | 59 | 55 | X | Target-Date 2065+ |
ADTZX | Allspring Dynamic Target 2065 R6 | Owns companies we recommend for divestment | 37 | 35 | 59 | 55 | X | Target-Date 2065+ |
AECHX | American Century Emerg Mkts Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECMX | American Century Emerg Mkts Sm Cp R | 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 |
AECTX | American Century Emerg Mkts Sm Cp R6 | 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 |
AEDAX | Invesco EQV European Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
AEDCX | Invesco EQV European Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
AEDMX | American Century Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEDRX | Invesco EQV European Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
AEDYX | Invesco EQV European Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
AEEIX | AB Global Real Estate Investment I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
AEGMX | American Century Emerging Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEGSX | Invesco EQV European Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
AEIMX | American Century Equity Income G | Owns companies we recommend for divestment | 3 | 8 | 6 | 7 | X | Large Value |
AEIUX | American Century Equity Income R5 | Owns companies we recommend for divestment | 3 | 8 | 6 | 7 | X | Large Value |
AEIYX | American Century Equity Income Y | Owns companies we recommend for divestment | 3 | 8 | 6 | 7 | X | Large Value |
AELSX | abrdn US Sust Ldrs Smlr Coms InstlSvc | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
AEMGX | Acadian Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEMMX | American Century Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEMRX | American Century Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEMVX | Acadian Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEMZX | Acadian Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
AEUDX | American Century Equity Income R6 | Owns companies we recommend for divestment | 3 | 8 | 6 | 7 | X | Large Value |
AEURX | American Century Equity Income R | Owns companies we recommend for divestment | 3 | 8 | 6 | 7 | X | Large Value |
AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
AEYIX | American Century Equity Income C | Owns companies we recommend for divestment | 3 | 8 | 6 | 7 | X | Large Value |
AEYMX | American Century Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
AFCGX | American Century Focused Intl Gr G | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCHX | American Century Focused Intl Gr C | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCLX | American Century Focused Intl Gr A | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCMX | American Century Focused Intl Gr R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCNX | American Century Focused Intl Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCSX | American Century Focused Intl Gr I | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCWX | American Century Focused Intl Gr R | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
AFDAX | American Century Sustainable Equity A | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
AFDCX | American Century Sustainable Equity C | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
AFDGX | American Century Sustainable Equity R5 | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
AFDIX | American Century Sustainable Equity Inv | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
AFDRX | American Century Sustainable Equity R | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
AFEDX | American Century Sustainable Equity R6 | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
AFEGX | American Century Sustainable Equity G | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
AFEIX | American Century Sustainable Equity I | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
AFK | VanEck Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
AFLG | First Trust Active Factor Large Cap ETF | Owns companies we recommend for divestment | 7 | 11 | 15 | 12 | X | Large Blend |
AFMBX | American Funds American Balanced F3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
AFMC | First Trust Active Factor Mid Cap ETF | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Blend |
AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
AFSM | First Trust Active Factor Small Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
AFYDX | American Century Sustainable Equity Y | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
AGCHX | American Century Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCLX | American Century Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCSX | American Century Global Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCTX | American Century Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCVX | American Century Global Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCWX | American Century Global Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
AGFGX | American Century Focused Global Gr R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGFIX | AB Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGFKX | AB Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGFRX | AB Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGGDX | American Century Focused Global Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGGIX | American Century Focused Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGGRX | American Century Focused Global Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
AGLCX | American Century Focused Global Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGORX | American Century Focused Global Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGPIX | AGF Global Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
AGPRX | AGF Global Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
AGRCX | AB Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGRDX | American Century Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
AGREX | Invesco Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AGRFX | AB Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGRYX | AB Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGTHX | American Funds Growth Fund of Amer A | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
AGWRX | American Century Growth R | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
AGWUX | American Century Growth R5 | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGYGX | American Century Focused Global Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
AGYWX | American Century Growth Y | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
AHGCX | American Century Heritage C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
AHOY | Newday Ocean Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | V | Miscellaneous Sector |
AIA | iShares Asia 50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
AICCX | American Funds Invmt Co of Amer C | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
AICFX | American Funds Invmt Co of Amer F1 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 4 | 8 | 8 | 10 | X | Large Value |
AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 4 | 8 | 8 | 10 | X | Large Value |
AIECX | Invesco EQV International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
AIERX | Invesco EQV International Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
AIEVX | Invesco EQV International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
AIIEX | Invesco EQV International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
AIIYX | Invesco EQV International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
AIOCX | American Century International Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AIOIX | American Century International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AIORX | American Century International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AIRR | First Trust RBA Amer Indl RenaisTM ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
AIVBX | American Funds International Vntg A | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
AIVCX | American Funds International Vntg C | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
AIVEX | American Funds International Vntg F-1 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
AIVFX | American Funds International Vntg F-2 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
AIVGX | American Funds International Vntg F-3 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Foreign Large Value |
AIVIX | AB International Value I | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
AIVKX | AB International Value K | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 6 | X | Large Value |
AIVOX | American Century International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AIVRX | AB International Value R | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
AIVSX | American Funds Invmt Co of Amer A | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
AIWCX | American Century International Gr C | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
AIWVX | Cavanal Hill Mid Cap Diverse Ldrsp Instl | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
AKREX | Akre Focus Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
AKRIX | Akre Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
AKRSX | Akre Focus Supra Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
ALCKX | AB Large Cap Growth K | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
ALEAX | Alger Weatherbie Enduring Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ALECX | Alger Weatherbie Enduring Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ALEIX | Alger Weatherbie Enduring Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ALEYX | Alger Weatherbie Enduring Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ALEZX | Alger Weatherbie Enduring Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
ALLIX | AB Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
ALPAX | American Century Focused Lg Cap Val A | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ALPCX | American Century Focused Lg Cap Val C | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ALTEX | Firsthand Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Technology |
ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
ALVDX | American Century Focused Lg Cap Val R6 | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ALVGX | American Century Focused Lg Cap Val R5 | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ALVIX | American Century Focused Lg Cap Val Inv | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ALVRX | American Century Focused Lg Cap Val R | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ALVSX | American Century Focused Lg Cap Val I | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 4 | 8 | 8 | 10 | X | Large Value |
AMAEX | American Century Small Cap Dividend Inv | 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 |
AMAGX | Amana Growth Investor | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
AMAHX | American Century Small Cap Dividend A | 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 |
AMALX | American Century Small Cap Dividend G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | V | Large Blend |
AMBFX | American Funds American Balanced F2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
AMCYX | Invesco Greater China Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
AMDVX | American Century Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
AMDWX | Amana Developing World Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
AMECX | American Funds Income Fund of Amer A | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
AMEFX | American Funds Income Fund of Amer F2 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 4 | 8 | 8 | 10 | X | Large Value |
AMIDX | Amana Developing World Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
AMIGX | Amana Growth Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | V | Large Blend |
AMKIX | American Century Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
AMTAX | AB All Market Real Return A | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTIX | AB All Market Real Return I | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTKX | AB All Market Real Return K | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTOX | AB All Market Real Return 1 | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTRX | AB All Market Real Return R | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTTX | AB All Market Real Return 2 | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTYX | AB All Market Real Return Advisor | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMTZX | AB All Market Real Return Z | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Global Large-Stock Blend |
AMVGX | American Century Mid Cap Value R5 | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
AMVRX | American Century Mid Cap Value R | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
AMVYX | American Century Mid Cap Value Y | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
ANOAX | American Century Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANOCX | American Century Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANODX | American Century Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANOGX | American Century Small Cap Growth R5 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANOHX | American Century Small Cap Growth G | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANOIX | American Century Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANONX | American Century Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANORX | American Century Small Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ANOYX | American Century Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
ANWFX | American Funds New Perspective F2 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
ANWPX | American Funds New Perspective A | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
APDDX | Artisan Global Discovery Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Global Small/Mid Stock |
APDEX | Artisan Sustainable Emerging Markets Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
APDHX | Artisan Global Equity Advisor | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Large-Stock Growth |
APDIX | Artisan International Advisor | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Foreign Large Growth |
APDJX | Artisan International Small-Mid Advisor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
APDKX | Artisan International Value Advisor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
APDLX | Artisan Value Advisor | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
APDMX | Artisan Mid Cap Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
APDNX | Artisan Select Equity Advisor | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Blend |
APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
APDRX | Artisan Global Opportunities Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
APDSX | Artisan Small Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
APDTX | Artisan Focus Fund Advisor | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Growth |
APDWX | Artisan Value Income Advisor | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Large Value |
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 |
APFDX | Artisan Global Discovery Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Global Small/Mid Stock |
APFWX | Artisan Value Income Investor | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Large Value |
APGAX | AB Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
APGCX | AB Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
APGYX | AB Large Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
APGZX | AB Large Cap Growth Z | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
APHDX | Artisan Global Discovery Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Global Small/Mid Stock |
APHEX | Artisan Sustainable Emerging Mkts Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
APHHX | Artisan Global Equity Institutional | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Large-Stock Growth |
APHIX | Artisan International Institutional | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Foreign Large Growth |
APHJX | Artisan International Small-Mid Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
APHKX | Artisan International Value Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
APHLX | Artisan Value Institutional | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
APHMX | Artisan Mid Cap Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
APHNX | Artisan Select Equity Institutional | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Blend |
APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
APHRX | Artisan Global Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
APHSX | Artisan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
APHTX | Artisan Focus Fund Institutional | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Growth |
APHWX | Artisan Value Income Institutional | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Large Value |
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 |
APPIX | Appleseed Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
APPLX | Appleseed Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
APPRX | AB Sustainable Thematic Bal Port R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
APWKX | AB Sustainable Thematic Bal Port K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
APWVX | Cavanal Hill Mid Cap Diverse Ldrsp Inv | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
AQEAX | Columbia Disciplined Core A | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
AQWA | Global X Clean Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
ARAIX | Ariel Fund Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
AREAX | AB Global Real Estate Investment A | 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 |
AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AREEX | American Century Real Estate A | 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 |
ARGFX | Ariel Fund Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
ARGYX | Invesco Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARHBX | Artisan International Explorer Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARKF | ARK Fintech Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
ARKK | ARK Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 7 | X | Technology |
ARKW | ARK Next Generation Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 5 | 1 | 5 | 10 | X | Technology |
ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | 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 |
ARSTX | Nuveen Small Cap Select I | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Blend |
ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
ARTHX | Artisan Global Equity Investor | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Large-Stock Growth |
ARTIX | Artisan International Investor | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Foreign Large Growth |
ARTJX | Artisan International Small-Mid Investor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
ARTKX | Artisan International Value Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
ARTMX | Artisan Mid Cap Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
ARTNX | Artisan Select Equity Investor | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Blend |
ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
ARTRX | Artisan Global Opportunities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ARTTX | Artisan Focus Fund Investor | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Growth |
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 |
ARTZX | Artisan Sustainable Emerging Mkts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ARVR | First Trust Indxx Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Technology |
ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYMX | American Century Global Real Estate A | 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 |
ARYTX | American Century Global Real Estate C | 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 |
ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
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 |
ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASEFX | Nuveen Small Cap Select R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Blend |
ASERX | American Century Select R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASIAX | Invesco EQV Asia Pacific Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
ASICX | Invesco EQV Asia Pacific Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
ASISX | Invesco EQV Asia Pacific Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
ASIYX | Invesco EQV Asia Pacific Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
ASLGX | American Century Select R5 | 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 |
ASMMX | Invesco Summit A | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
ASMYX | Invesco Summit Y | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
ASPAX | Allspring Special Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
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 |
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 |
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 |
ASRAX | Invesco Global Real Estate Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ASRCX | Invesco Global Real Estate Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ASRFX | Invesco Global Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ASRIX | Invesco Global Real Estate Income R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ASRYX | Invesco Global Real Estate Income Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ASTNX | Virtus NFJ Global Sust Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Blend |
ASTPX | Virtus NFJ Global Sustainability P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Blend |
ASUAX | Virtus NFJ Global Sustainability A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Blend |
ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | 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 |
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 |
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 |
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 |
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 |
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 |
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 |
ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATEKX | AB Sustainable Global Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATERX | AB Sustainable Global Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATGDX | American Century International Gr R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ATGGX | American Century International Gr R5 | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ATGRX | American Century International Gr R | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ATHAX | American Century Heritage A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHDX | American Century Heritage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHGX | American Century Heritage R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHIX | American Century Heritage I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHWX | American Century Heritage R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHYX | American Century Heritage Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATWAX | AB Tax-Managed Wealth Apprec Strat A | Owns companies we recommend for divestment | 3 | 9 | 9 | 10 | X | Global Large-Stock Blend |
ATWCX | AB Tax-Managed Wealth Apprec Strat C | Owns companies we recommend for divestment | 3 | 9 | 9 | 10 | X | Global Large-Stock Blend |
ATWYX | AB Tax-Managed Wealth Apprec Strat Adv | Owns companies we recommend for divestment | 3 | 9 | 9 | 10 | X | Global Large-Stock Blend |
ATYGX | American Century International Gr Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
AUIAX | AB Equity Income A | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AUICX | AB Equity Income C | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AUIIX | AB Equity Income I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AUIKX | AB Equity Income K | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AUIRX | AB Equity Income R | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AUIYX | AB Equity Income Advisor | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AUIZX | AB Equity Income Z | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
AUSAX | Columbia Acorn USA Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
AUUKX | AB Select US Equity K | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
AUURX | AB Select US Equity R | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
AVLIX | American Century Value I | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 21 | 10 | 34 | 13 | V | Foreign Large Blend |
AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 0 | V | Diversified Emerging Mkts |
AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 16 | 25 | 27 | 40 | V | Large Blend |
AVUAX | American Century Mid Cap Value I | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Value |
AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
AVURX | American Century Value R | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
AVUYX | American Century Value Y | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
AWAAX | AB Wealth Appreciation Strategy A | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
AWACX | AB Wealth Appreciation Strategy C | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
AWAKX | AB Wealth Appreciation Strategy K | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
AWARX | AB Wealth Appreciation Strategy R | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
AWAYX | AB Wealth Appreciation Strategy Advisor | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPKX | AB Sustainable Intl Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPRX | AB Sustainable Intl Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWSAX | Invesco Global Core Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
AWSCX | Invesco Global Core Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
AWSHX | American Funds Washington Mutual A | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
AWSIX | Invesco Global Core Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
AWSRX | Invesco Global Core Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
AWSSX | Invesco Global Core Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
AWSYX | Invesco Global Core Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
AWTAX | Virtus Duff & Phelps Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
AWTCX | Virtus Duff & Phelps Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
AWTIX | Virtus Duff & Phelps Water Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
AWTPX | Virtus Duff & Phelps Water P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
BABDX | BlackRock Global Dividend Inv A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Global Large-Stock Value |
BACAX | BlackRock Energy Opportunities Inv A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
BACCX | BlackRock Energy Opportunities Inv C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
BACIX | BlackRock Energy Opportunities Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
BADAX | Brown Advisory Equity Income Adv | Owns companies we recommend for divestment | 1 | 3 | 2 | 5 | X | Large Blend |
BADEX | BlackRock Defensive Advantage EM Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BADUX | BlackRock Defensive Advantage US Inv A | Owns companies we recommend for divestment | 5 | 6 | 6 | 10 | 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 |
BAFDX | Brown Advisory Equity Income Inst | Owns companies we recommend for divestment | 1 | 3 | 2 | 5 | X | Large Blend |
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 |
BAFGX | Brown Advisory Growth Equity Inst | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
BAFHX | Brown Advisory WMC Strat Eurp Eq Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Europe Stock |
BAFLX | Brown Advisory Global Leaders Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
BAFSX | Brown Advisory Small-Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small 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 |
BAFYX | Brown Advisory Sustainable Sml-Cp Cr Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
BAGAX | Brown Advisory Growth Equity Adv | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
BAHAX | Brown Advisory WMC Strat Eurp Eq Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Europe Stock |
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 |
BALCX | American Funds American Balanced C | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
BALFX | American Funds American Balanced F1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
BARAX | Baron Asset Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
BARDX | iShares Developed Real Estate Idx Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
BAREX | BlackRock Real Estate Securities Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BARIX | Baron Asset Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
BARUX | Baron Asset R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
BASAX | Brown Advisory Small-Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small 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 |
BASMX | iShares Total US Stock Market Idx Inv A | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
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 |
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 |
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 |
BBAX | JPMorgan BetaBuilders Dev APAC ex-JpnETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
BBCA | JPMorgan BetaBuilders Canada ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Miscellaneous Region |
BBEU | JPMorgan BetaBuilders Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Europe Stock |
BBGLX | Bridge Builder Large Cap Growth | Owns companies we recommend for divestment | 10 | 9 | 19 | 21 | X | Large Growth |
BBGSX | Bridge Builder Small/Mid Cap Growth | Owns companies we recommend for divestment | 9 | 8 | 9 | 16 | X | Mid-Cap Growth |
BBH | VanEck Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
BBIEX | Bridge Builder International Equity | Owns companies we recommend for divestment | 15 | 7 | 24 | 14 | X | Foreign Large Blend |
BBIN | JPMorgan BetaBuilders Intl Eq ETF | Owns companies we recommend for divestment | 13 | 6 | 25 | 12 | X | Foreign Large Blend |
BBJP | JPMorgan BetaBuilders Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
BBMC | JPMorgan BetaBuilders US Mid Cap Eq ETF | Owns companies we recommend for divestment | 7 | 7 | 4 | 10 | X | Mid-Cap Blend |
BBRE | JPMorgan BetaBuilders MSCI US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BBSC | JPMorgan BetaBuilders US Sml Cp Eq ETF | Owns companies we recommend for divestment | 6 | 6 | 4 | 9 | X | Small Blend |
BBTIX | Bridge Builder Tax Managed Intl Eq | Owns companies we recommend for divestment | 6 | 5 | 15 | 8 | X | Foreign Large Blend |
BBTLX | Bridge Builder Tax Managed Large Cap | Owns companies we recommend for divestment | 14 | 20 | 27 | 30 | X | Large Blend |
BBTSX | Bridge Builder Tax Managed Sm/Md Cp | Owns companies we recommend for divestment | 15 | 12 | 14 | 21 | X | Mid-Cap Blend |
BBUS | JPMorgan BetaBuilders US Equity ETF | Owns companies we recommend for divestment | 18 | 21 | 31 | 35 | X | Large Blend |
BBVLX | Bridge Builder Large Cap Value | Owns companies we recommend for divestment | 24 | 26 | 31 | 42 | X | Large Value |
BBVSX | Bridge Builder Small/Mid Cap Value | Owns companies we recommend for divestment | 20 | 17 | 18 | 27 | X | Mid-Cap Value |
BCAIX | Boston Common ESG Impact Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Foreign Large Blend |
BCAMX | Boston Common ESG Impact US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | V | Large Blend |
BCBDX | BlackRock Global Dividend Inv C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Global Large-Stock Value |
BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BCREX | BlackRock Real Estate Securities Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BCSIX | Brown Capital Mgmt Small Co 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 |
BDAAX | BlackRock Defensive Advantage Intl Inv A | Owns companies we recommend for divestment | 5 | 0 | 7 | 2 | X | Foreign Large Blend |
BDAYX | BlackRock Defensive Advantage Intl Instl | Owns companies we recommend for divestment | 5 | 0 | 7 | 2 | X | Foreign Large Blend |
BDBKX | iShares Russell 2000 Small-Cap Idx K | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
BDBPX | iShares Russell 2000 Small-Cap Idx Inv P | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
BDOAX | iShares MSCI Total Intl Idx Inv A | Owns companies we recommend for divestment | 16 | 7 | 32 | 13 | X | Foreign Large Blend |
BDOIX | iShares MSCI Total Intl Idx Instl | Owns companies we recommend for divestment | 16 | 7 | 32 | 13 | X | Foreign Large Blend |
BDOKX | iShares MSCI Total Intl Idx K | Owns companies we recommend for divestment | 16 | 7 | 32 | 13 | X | Foreign Large Blend |
BDSAX | BlackRock Advantage Small Cap Core Inv A | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
BDSCX | BlackRock Advantage Small Cap Core Inv C | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
BDSIX | BlackRock Advantage Small Cap Core Instl | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
BDSKX | BlackRock Advantage Small Cap Core K | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
BECO | BlackRock Future Climate and Sus Eco ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Blend |
BEGRX | Franklin Mutual Beacon Z | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Global Large-Stock Value |
BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BEQAX | American Century Equity Growth A | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | 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 |
BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
BFTR | BlackRock Future Innovators ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
BGAMX | BlackRock Global Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 4 | 7 | 13 | 8 | X | Global Large-Stock Blend |
BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 2 | 9 | 7 | 10 | X | Global Large-Stock Blend |
BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
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 |
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 |
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 |
BGIMX | BlackRock Global Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
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 |
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 |
BGKMX | BlackRock Global Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 6 | 5 | 15 | 10 | X | Foreign Large Blend |
BGRFX | Baron Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGRIX | Baron Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGRUX | Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGSAX | BlackRock Technology Opportunities Inv A | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Technology |
BGSCX | BlackRock Technology Opportunities Inv C | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Technology |
BGSIX | BlackRock Technology Opportunities Instl | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Technology |
BGSKX | Baillie Gifford Global Stwdsp Eqs K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Growth |
BGSRX | BlackRock Technology Opportunities R | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Technology |
BGSSX | Baillie Gifford Global Stwdsp Eqs Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Growth |
BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
BIADX | Brown Advisory Equity Income Inv | Owns companies we recommend for divestment | 1 | 3 | 2 | 5 | X | Large Blend |
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 |
BIAGX | Brown Advisory Growth Equity Inv | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
BIAHX | Brown Advisory WMC Strat Eurp Eq Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Europe Stock |
BIALX | Brown Advisory Global Leaders Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
BIASX | Brown Advisory Small-Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BIAUX | Brown Advisory Small-Cap Fdmtl Val Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
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 |
BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
BIBDX | BlackRock Global Dividend Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Global Large-Stock Value |
BIBFX | BlackRock US Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
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 |
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 |
BICK | First Trust BICK ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BIDEX | BlackRock Defensive Advantage EM Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BIDUX | BlackRock Defensive Advantage US Instl | Owns companies we recommend for divestment | 5 | 6 | 6 | 10 | X | Large Blend |
BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 4 | 7 | 13 | 8 | X | Global Large-Stock Blend |
BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 2 | 9 | 7 | 10 | X | Global Large-Stock Blend |
BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 4 | 8 | 8 | 10 | X | Large Value |
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 |
BINAX | BlackRock Infrastructure Sust Opps Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BINCX | Brandes International Small Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
BINFX | BlackRock Infrastructure Sust Opps Instl | 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 |
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 |
BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 6 | 10 | 15 | 16 | V | Large Blend |
BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 6 | 10 | 15 | 16 | V | Large Blend |
BIRDX | iShares Developed Real Estate Idx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
BIREX | BlackRock Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 6 | 10 | 15 | 16 | V | Large Blend |
BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 6 | 10 | 15 | 16 | V | Large Blend |
BISAX | Brandes International Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
BISCX | UBS US Small Cap Growth P | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
BISIX | BlackRock International Dividend Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
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 |
BISMX | Brandes International Small Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
BISRX | Brandes International Small Cap EquityR6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
BITSX | iShares Total US Stock Market Idx Instl | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
BIZD | VanEck BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
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 |
BJK | VanEck Gaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
BKBDX | BlackRock Global Dividend K | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Global Large-Stock Value |
BKDEX | BlackRock Defensive Advantage EM K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BKDIX | BlackRock Defensive Advantage Intl K | Owns companies we recommend for divestment | 5 | 0 | 7 | 2 | X | Foreign Large Blend |
BKDUX | BlackRock Defensive Advantage US K | Owns companies we recommend for divestment | 5 | 6 | 6 | 10 | X | Large Blend |
BKES | BNY Mellon Sustainable Glbl Em Mkts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BKF | iShares MSCI BIC ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
BKIS | BNY Mellon Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Blend |
BKRDX | iShares Developed Real Estate Idx K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
BKSIX | BlackRock Sustainable Intntl Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Foreign Large Blend |
BKTSX | iShares Total US Stock Market Idx K | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
BKUS | BNY Mellon Sustainable US Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
BLLD | JPMorgan Sustainable Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BLSKX | BlackRock Advantage Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
BLZKX | BlackRock Sustainable Adg EM Eq K | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
BMCAX | BlackRock Advantage Large Cap Gr Inv A | Owns companies we recommend for divestment | 1 | 5 | 7 | 9 | X | Large Growth |
BMCCX | BlackRock Advantage Large Cap Gr Inv C | Owns companies we recommend for divestment | 1 | 5 | 7 | 9 | X | Large Growth |
BMCKX | BlackRock Advantage Large Cap Gr K | Owns companies we recommend for divestment | 1 | 5 | 7 | 9 | X | Large Growth |
BMCRX | BlackRock Advantage Large Cap Gr R | Owns companies we recommend for divestment | 1 | 5 | 7 | 9 | X | Large Growth |
BMED | BlackRock Future Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
BMGAX | BlackRock Mid-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
BMGCX | BlackRock Mid-Cap Growth Equity Inv C | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
BMGKX | BlackRock Mid-Cap Growth Equity K | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
BMRRX | BlackRock Mid-Cap Growth Equity R | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
BMSBX | MFS Blended Research Mid Cap Eq B | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSDX | MFS Blended Research Mid Cap Eq C | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSFX | MFS Blended Research Mid Cap Eq A | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSLX | MFS Blended Research Mid Cap Eq I | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSRX | MFS Blended Research Mid Cap Eq R1 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSSX | MFS Blended Research Mid Cap Eq R2 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSTX | MFS Blended Research Mid Cap Eq R3 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSVX | MFS Blended Research Mid Cap Eq R4 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSYX | MFS Blended Research Mid Cap Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BNGE | First Trust S-Network Strmng & Gmng ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
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 |
BNSCX | UBS US Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
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 |
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 |
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 |
BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | V | Global Large-Stock Value |
BREAX | BlackRock International Dividend Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
BRECX | BlackRock International Dividend Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
BREKX | BlackRock International Dividend K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
BRF | VanEck Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
BRGAX | iShares Russell 1000 Large-Cap Idx Inv A | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
BRGKX | iShares Russell 1000 Large-Cap Idx K | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
BRGNX | iShares Russell 1000 Large-Cap Idx Instl | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
BRKAX | MFS Blended Research Em Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKBX | MFS Blended Research Em Mkts Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKCX | MFS Blended Research Em Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKIX | MFS Blended Research Em Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKRX | MFS Blended Research Em Mkts Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKSX | MFS Blended Research Em Mkts Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKTX | MFS Blended Research Em Mkts Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKUX | MFS Blended Research Em Mkts Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRKVX | MFS Blended Research Em Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BRMAX | iShares Russell Mid-Cap Index Inv A | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
BRMIX | iShares Russell Mid-Cap Index Instl | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
BRMKX | iShares Russell Mid-Cap Index K | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 6 | 5 | 15 | 10 | X | Foreign Large Blend |
BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 6 | 5 | 15 | 10 | X | Foreign Large Blend |
BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 6 | 5 | 15 | 10 | X | Foreign Large Blend |
BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 6 | 5 | 15 | 10 | X | Foreign Large Blend |
BRSBX | MFS Blended Research Small Cap Eq B | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSDX | MFS Blended Research Small Cap Eq A | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSHX | MFS Blended Research Small Cap Eq C | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSJX | MFS Blended Research Small Cap Eq I | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSPX | MFS Blended Research Small Cap Eq R1 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSSX | MFS Blended Research Small Cap Eq R2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSTX | MFS Blended Research Small Cap Eq R3 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSUX | MFS Blended Research Small Cap Eq R4 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRSYX | MFS Blended Research Small Cap Eq R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
BRUDX | MFS Blended Research Value Equity A | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
BRUEX | MFS Blended Research Value Equity B | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
BRUGX | MFS Blended Research Value Equity C | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
BRUHX | MFS Blended Research Value Equity I | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
BRUJX | MFS Blended Research Value Equity R1 | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
BRUKX | MFS Blended Research Value Equity R2 | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
BRULX | MFS Blended Research Value Equity R3 | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
BRUMX | MFS Blended Research Value Equity R4 | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
BRUNX | MFS Blended Research Value Equity R6 | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
BRWAX | MFS Blended Research Growth Eq A | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWBX | MFS Blended Research Growth Eq B | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWCX | MFS Blended Research Growth Eq C | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large 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 |
BRWJX | MFS Blended Research Growth Eq I | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWRX | MFS Blended Research Growth Eq R1 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWSX | MFS Blended Research Growth Eq R2 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWTX | MFS Blended Research Growth Eq R3 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWUX | MFS Blended Research Growth Eq R4 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWVX | MFS Blended Research Growth Eq R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRXAX | MFS Blended Research Intl Eq A | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
BRXBX | MFS Blended Research Intl Eq B | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
BRXCX | MFS Blended Research Intl Eq C | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
BRXIX | MFS Blended Research Intl Eq I | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
BRXRX | MFS Blended Research Intl Eq R1 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
BRXSX | MFS Blended Research Intl Eq R2 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
BRXTX | MFS Blended Research Intl Eq R3 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
BRXUX | MFS Blended Research Intl Eq R4 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
BRXVX | MFS Blended Research Intl Eq R6 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 6 | 5 | 13 | 10 | V | Foreign Large Blend |
BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 6 | 5 | 13 | 10 | V | Foreign Large Blend |
BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 6 | 5 | 13 | 10 | V | Foreign Large Blend |
BSDAX | BlackRock SMID-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
BSDKX | BlackRock SMID-Cap Growth Equity K | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
BSEA | ETFMG Breakwave Sea Dcrbnztn Tch ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid 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 |
BSGRX | BlackRock Advantage Small Cap Gr R | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Small Growth |
BSIAX | BlackRock Sustainable Intntl Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Foreign Large Blend |
BSMAX | iShares Russell Small/Mid-Cap Idx Inv A | Owns companies we recommend for divestment | 18 | 14 | 13 | 22 | X | Small Blend |
BSMDX | BlackRock SMID-Cap Growth Equity Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
BSMIX | iShares Russell Small/Mid-Cap Idx Instl | Owns companies we recommend for divestment | 18 | 14 | 13 | 22 | X | Small Blend |
BSMKX | iShares Russell Small/Mid-Cap Idx K | Owns companies we recommend for divestment | 18 | 14 | 13 | 22 | X | Small Blend |
BSPAX | iShares S&P 500 Index Investor A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
BSPGX | iShares S&P 500 Index G | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
BSPIX | iShares S&P 500 Index Institutional | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
BSPPX | iShares S&P 500 Index Investor P | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
BSPSX | iShares S&P 500 Index Service | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
BSTSX | BlackRock Technology Opportunities Svc | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Technology |
BSUIX | BlackRock Sustainable Intntl Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Foreign Large Blend |
BSUVX | BlackRock Sustainable US Value Eq Ins | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Value |
BSVAX | BlackRock Sustainable US Value Eq Inv A | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Value |
BSVKX | BlackRock Sustainable US Value Eq K | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Value |
BTBFX | Boston Trust Asset Management | Owns companies we recommend for divestment | 1 | 6 | 5 | 7 | V | Allocation--70% to 85% Equity |
BTEC | Principal Healthcare Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
BTEFX | Boston Trust Equity | Owns companies we recommend for divestment | 1 | 6 | 4 | 8 | V | Large Blend |
BTEK | BlackRock Future Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Technology |
BTEKX | BlackRock Technology Opportunities K | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Technology |
BTHM | Blackrock Future US Themes ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 2 | X | Large Growth |
BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
BTMKX | iShares MSCI EAFE Intl Idx K | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
BTMPX | iShares MSCI EAFE Intl Idx Inv P | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
BUAMX | BlackRock US Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
BUKMX | BlackRock US Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
BULIX | American Century Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
BUYZ | Franklin Disruptive Commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 5 | 7 | 14 | 9 | X | Large Growth |
BVSIX | Baywood Socially Responsible Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Value |
BYRE | Principal Real Estate Active Opp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 8 | V | Large Blend |
CABDX | AB Relative Value A | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
CABGX | Multi-Manager Growth Strategies Inst 3 | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
CACFX | Invesco Greater China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
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 |
CACRX | Columbia Acorn International R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CACSX | Invesco Greater China R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
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 |
CADRX | Columbia Large Cap Growth Opp Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
CAEAX | Columbia Acorn European A | 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 |
CAEEX | Columbia Acorn European Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEIX | Calvert Global Energy Solutions I | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
CAEYX | Columbia Acorn European Inst3 | 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 |
CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
CAGSX | Calamos Global Sustainable Equities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | V | Global Large-Stock Blend |
CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CAIRX | Columbia Acorn International Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CALRX | Calvert Small-Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CAREX | Domini Sustainable Solutions Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Small/Mid Stock |
CARZ | First Trust S-Network Fut Vhcl&Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Consumer Cyclical |
CAVAX | SEI Catholic Values Equity F (SCVT) | Owns companies we recommend for divestment | 13 | 25 | 26 | 31 | X | Large Blend |
CAVYX | SEI Catholic Values Equity Y (SCVT) | Owns companies we recommend for divestment | 13 | 25 | 26 | 31 | X | Large Blend |
CBAIX | Calvert Balanced I | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Allocation--50% to 70% Equity |
CBALX | Columbia Balanced Inst | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
CBARX | Calvert Balanced R6 | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Allocation--50% to 70% Equity |
CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
CBBKX | AB Relative Value K | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
CBBRX | AB Relative Value R | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
CBBZX | AB Relative Value Z | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
CBDRX | Columbia Balanced Adv | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
CBDYX | Columbia Balanced Inst3 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
CBEAX | Allspring C&B Large Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
CBECX | Allspring C&B Large Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
CBEJX | Allspring C&B Large Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
CBGAX | ClearBridge Global Infrastructure Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CBLAX | Columbia Balanced A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
CBLCX | Columbia Balanced C | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
CBLLX | Allspring C&B Large Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
CBLRX | Columbia Balanced R | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
CBLSX | Allspring C&B Large Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
CBMAX | Allspring C&B Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBMCX | Allspring C&B Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBMIX | Allspring C&B Mid Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBMSX | Allspring C&B Mid Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBMYX | Allspring C&B Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
CBSAX | Columbia Select Mid Cap Gro Fd A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CBSCX | ClearBridge Select R | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
CBSE | Changebridge Capital Sustainable Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Growth |
CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 8 | V | Large Blend |
CBSTX | Columbia Select Mid Cap Gro Fd V | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CBVBX | ClearBridge Value IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Value |
CCACX | Calvert Mid-Cap C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
CCAFX | Calvert Mid-Cap A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
CCGRX | Columbia Large Cap Growth Adv | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
CCHRX | Columbia Seligman Global Tech Adv | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
CCIRX | Columbia Acorn International Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
CCIZX | Columbia Seligman Tech & Info Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
CCOYX | Columbia Seligman Tech & Info Inst3 | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
CCPIX | Calvert Mid-Cap I | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
CCQYX | Columbia Disciplined Core Inst3 | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
CCRIX | Columbia Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
CCRZX | Columbia Disciplined Core Inst | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
CCSO | Carbon Collective Climate Sol US Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Large Blend |
CCTRX | Columbia Small Cap Value II R | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
CCVAX | Calvert Small-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
CCYIX | Columbia Acorn International Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 9 | 8 | 10 | X | Large Value |
CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
CDEYX | Columbia Large Cap Value Inst3 | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
CDHAX | Calvert International Responsible Idx A | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
CDHIX | Calvert International Responsible Idx I | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
CDHRX | Calvert International Responsible Idx R6 | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 9 | 8 | 10 | X | Large Value |
CDORX | Columbia Dividend Opportunity Adv | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
CDVZX | Columbia Large Cap Value Inst | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
CDWAX | American Funds Dvlpg Wld Gr&Inc 529A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
CDWCX | American Funds Dvlpg Wld Gr&Inc 529C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
CDWEX | American Funds Dvlpg Wld Gr&Inc 529E | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
CDWFX | American Funds Dvlpg Wld Gr&Inc 529F1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
CEARX | Columbia Acorn Adv | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CECFX | Columbia Large Cap Enhanced Core Adv | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
CEFAX | Calvert Emerging Markets Advancement A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CEFIX | Calvert Emerging Markets Advancement I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
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 |
CEMHX | Columbia Emerging Markets Adv | 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 |
CESGX | Coho Relative Value ESG | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Large Value |
CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
CEVYX | Columbia Global Value Inst3 | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Global Large-Stock Value |
CEVZX | Columbia Global Value Inst | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Global Large-Stock Value |
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 |
CFA | VictoryShares US 500 Volatility Wtd ETF | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
CFCRX | Columbia Flexible Capital Income Adv | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CFCV | Clearbridge Focus Value ESG ETF | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | V | Large Blend |
CFCYX | Columbia Flexible Capital Income Inst3 | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CFDRX | Columbia Select Mid Cap Value Adv | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
CFIAX | Columbia Flexible Capital Income A | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CFIGX | Columbia Flexible Capital Income C | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CFIPX | Franklin Global Equity A | Owns companies we recommend for divestment | 3 | 11 | 8 | 13 | X | Global Large-Stock Blend |
CFIRX | Columbia Flexible Capital Income R | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CFIZX | Columbia Flexible Capital Income Inst | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CFJAX | Calvert US Large Cap Value Rspnb Idx A | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
CFJIX | Calvert US Large Cap Value Rspnb Idx I | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
CFLGX | ClearBridge Tactical Dividend Income A | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Large Value |
CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
CFO | VictoryShares US 500 Enh Vol Wtd ETF | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
CFXRX | Columbia Flexible Capital Income Inst2 | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CGACX | Calvert Global Energy Solutions C | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
CGAEX | Calvert Global Energy Solutions A | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
CGCAX | NXG Global Clean Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
CGCHX | Columbia Greater China Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCNX | NXG Global Clean Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
CGCRX | Columbia Greater China Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCSX | Calamos Global Sustainable Equities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | V | Global Large-Stock Blend |
CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
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 |
CGERX | Columbia Select Global Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
CGFAX | American Funds Growth Fund of Amer 529A | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
CGFCX | American Funds Growth Fund of Amer 529C | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
CGFEX | American Funds Growth Fund of Amer 529E | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
CGFFX | American Funds Growth Fund of Amer 529F | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
CGFYX | Columbia Large Cap Growth Inst3 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
CGGO | Capital Group Global Growth Equity ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
CGGR | Capital Group Growth ETF | Owns companies we recommend for divestment | 7 | 8 | 9 | 12 | X | Large Growth |
CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
CGOAX | Columbia Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
CGOCX | Columbia Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
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 |
CGQFX | Columbia Disciplined Growth Adv | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
CGQRX | Columbia Disciplined Growth R | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
CGQYX | Columbia Disciplined Growth Inst3 | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
CGRAX | Calvert Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGRCX | Invesco Comstock Select C | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
CGREX | Invesco Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CGRNX | Invesco Comstock Select R | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
CGRRX | Calvert Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGRWX | Invesco Comstock Select A | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
CGRYX | Invesco Comstock Select Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
CGSIX | Calamos Global Sustainable Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | V | Global Large-Stock Blend |
CGSOX | Calamos Global Sustainable Equities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | V | Global Large-Stock Blend |
CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
CGTUX | Columbia Global Technology Growth Inst3 | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
CGTYX | Columbia Seligman Global Tech Inst3 | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
CGUS | Capital Group Core Equity ETF | Owns companies we recommend for divestment | 8 | 4 | 13 | 15 | X | Large Blend |
CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
CGW | Invesco S&P Global Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
CGWRX | Columbia Large Cap Growth R | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
CGXU | Capital Group International Focus Eq ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Foreign Large Growth |
CHCCX | AB Discovery Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCIX | AB Discovery Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCKX | AB Discovery Growth K | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCLX | AB Discovery Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCRX | AB Discovery Growth R | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCYX | AB Discovery Growth Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCZX | AB Discovery Growth Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHFTX | Invesco Charter R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
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 |
CHHRX | Columbia Small Cap Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small 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 |
CHRRX | Invesco Charter R | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
CHRSX | Invesco Charter S | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
CHTCX | Invesco Charter C | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
CHTRX | Invesco Charter A | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
CHTVX | Invesco Charter R5 | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
CHTYX | Invesco Charter Y | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
CIAGX | AB Concentrated International Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CIBR | First Trust NASDAQ Cybersecurity ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 4 | X | Technology |
CICAX | American Funds Invmt Co of Amer 529A | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
CICCX | American Funds Invmt Co of Amer 529C | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
CICEX | American Funds Invmt Co of Amer 529E | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
CICFX | American Funds Invmt Co of Amer 529F | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
CICGX | AB Concentrated International Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
CID | VictoryShares Intl Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
CIEEX | Multi-Manager Intl Eq Strats Inst 3 | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Foreign Large Blend |
CIESX | Calvert International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CIGYX | AB Concentrated International Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
CIL | VictoryShares International Vol Wtd ETF | Owns companies we recommend for divestment | 11 | 7 | 16 | 10 | X | Foreign Large Blend |
CILRX | Columbia Acorn International Sel Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CIRC | JPMorgan Sustainable Consumption ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 1 | V | Global Large-Stock Blend |
CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
CIRRX | Cohen & Steers Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CISIX | Calvert US Large Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
CIVAX | American Funds International Vntg 529-A | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
CIVBX | American Funds International Vntg 529-C | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
CIVCX | American Funds International Vntg 529-E | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
CIVGX | American Funds International Vntg 529-F2 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
CIVHX | American Funds International Vntg 529-F3 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
CIVKX | American Funds International Vntg 529F-1 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
CIZ | VictoryShares Developed Enh Vol Wtd ETF | Owns companies we recommend for divestment | 11 | 6 | 16 | 10 | X | Foreign Large Blend |
CLBAX | American Funds American Balanced 529A | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
CLBCX | American Funds American Balanced 529C | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
CLBEX | American Funds American Balanced 529E | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
CLBFX | American Funds American Balanced 529F | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
CLCQX | Columbia Disciplined Core Adv | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
CLCRX | Columbia Select Large Cap Equity Inst2 | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
CLEYX | Columbia Select Large Cap Equity Inst3 | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
CLGEX | Columbia Large Cap Growth E | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
CLGPX | Columbia Large Cap Growth Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
CLNCX | Columbia Large Cap Enhanced Core Inst2 | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
CLNR | IQ Cleaner Transport ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 3 | V | Industrials |
CLOFX | Columbia Acorn European Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CLPYX | Columbia Large Cap Index Inst3 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
CLQRX | Columbia Disciplined Core R | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
CLQZX | Columbia Disciplined Growth Inst | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
CLREX | Columbia Balanced Inst2 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
CLRYX | Columbia Large Cap Growth Opp Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CLSRX | Columbia Select Large Cap Equity Adv | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
CLSUX | ClearBridge Sustainability Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 8 | V | Large Blend |
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 |
CLURX | Columbia Small Cap Value II Adv | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
CLVRX | Calvert US Large Cap Value Rspnb Idx R6 | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
CLWFX | Columbia Large Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
CLXRX | Columbia Large Cap Index Inst2 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
CMDYX | Columbia Mid Cap Index Inst3 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
CMGIX | BlackRock Mid-Cap Growth Equity Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
CMGRX | Columbia Select Mid Cap Gro Fd R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CMGSX | BlackRock Mid-Cap Growth Equity Svc | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CMIEX | Multi-Manager Intl Eq Strats Instl | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Foreign Large Blend |
CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
CMNCX | Principal Capital Appreciation C | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
CMSCX | Columbia Small Cap Growth Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
CMTFX | Columbia Global Technology Growth Inst | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
CMUAX | Columbia Select Mid Cap Value A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
CMUCX | Columbia Select Mid Cap Value C | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
CMVIX | BlackRock Advantage Large Cap Gr Instl | Owns companies we recommend for divestment | 1 | 5 | 7 | 9 | X | Large Growth |
CMVRX | Columbia Select Mid Cap Value R | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
CMVYX | Columbia Select Mid Cap Value Instl 3 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
CNPAX | American Funds New Perspective 529A | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
CNPCX | American Funds New Perspective 529C | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
CNPEX | American Funds New Perspective 529E | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
CNPFX | American Funds New Perspective 529F | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
CNRG | SPDR® Kensho Clean Power ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Equity Energy |
CNWAX | American Funds New World 529A | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
CNWCX | American Funds New World 529C | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
CNWEX | American Funds New World 529E | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
CNWFX | American Funds New World 529F | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
CNXT | VanEck ChiNext ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CNYA | iShares MSCI China A ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
COAVX | Columbia Overseas Value A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Value |
COCVX | Columbia Overseas Value C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Value |
COFRX | Columbia Contrarian Core Inst2 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
COFYX | Columbia Contrarian Core Inst3 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
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 |
COLEX | Columbia Disciplined Value Adv | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
COLVX | Columbia Disciplined Value Inst2 | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
COLYX | Columbia Disciplined Value Inst3 | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
CORRX | Columbia Contrarian Core Adv | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
COSAX | Columbia Overseas Core A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
COSCX | Columbia Overseas Core C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
COSDX | Columbia Overseas Core Advisor | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
COSNX | Columbia Overseas Core Institutional | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
COSOX | Columbia Overseas Core Institutional 3 | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
COSRX | Columbia Overseas Core R | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
COSSX | Columbia Overseas Value Inst2 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Value |
COSTX | Columbia Overseas Core Institutional 2 | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
COSVX | Columbia Overseas Value Adv | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Value |
COSYX | Columbia Overseas Value Inst3 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Value |
COSZX | Columbia Overseas Value Inst | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Value |
COVAX | Columbia Small Cap Value II A | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
COVCX | Columbia Small Cap Value II C | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
COVUX | Columbia Overseas Value R | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Value |
CPGRX | Columbia Select Mid Cap Gro Fd AD | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CPTUX | Invesco Capital Appreciation R5 | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Growth |
CPXRX | Columbia Mid Cap Index Inst2 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
CQQQ | Invesco China Technology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CQURX | Columbia Disciplined Growth Inst2 | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
CRAK | VanEck Oil Refiners ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | Owns companies we recommend for divestment | 21 | 27 | 38 | 41 | V | Global Large-Stock Blend |
CRBRX | Columbia Acorn Inst2 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CRBYX | Columbia Acorn Inst3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CREAX | Columbia Real Estate Equity A | 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 |
CREFX | Cohen & Steers Real Estate Securities F | 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 |
CREYX | Columbia Real Estate Equity Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRFAX | Calvert Focused Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
CRFCX | Calvert Focused Value C | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
CRFIX | Calvert Focused Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
CRFRX | Calvert Focused Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
CRIRX | Columbia Acorn International Sel Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CRISX | CRM Small Cap Value Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
CRMSX | CRM Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
CRRRX | Columbia Small Cap Value II Inst2 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
CRRVX | Columbia Real Estate Equity Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRRYX | Columbia Small Cap Value II Inst3 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
CRSRX | Columbia Real Estate Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
CSB | VictoryShares US SmCp Hi Div Vol Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
CSCCX | Calvert Small-Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSCLX | Multi-Manager Small Cap Eq Strat Inst 3 | Owns companies we recommend for divestment | 6 | 4 | 3 | 7 | X | Small Blend |
CSCRX | Columbia Small Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
CSCZX | Columbia Small Cap Value I Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
CSD | Invesco S&P Spin-Off ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
CSDIX | Cohen & Steers Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSECX | Calvert Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CSEIX | Cohen & Steers Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSERX | Columbia Select Large Cap Value Adv | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
CSFRX | Columbia Large Cap Growth Opp Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
CSGCX | Calvert Balanced C | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Allocation--50% to 70% Equity |
CSGEX | BlackRock Advantage Small Cap Gr Inv A | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Small Growth |
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 |
CSGVX | Columbia Select Global Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
CSGYX | Columbia Small Cap Growth Inst3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
CSGZX | Columbia Seligman Global Tech Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
CSIEX | Calvert Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CSIFX | Calvert Balanced A | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Allocation--50% to 70% Equity |
CSIRX | Columbia Acorn International Sel Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
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 |
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 |
CSMEX | Carillon Scout Mid Cap A | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
CSMFX | Carillon Scout Mid Cap C | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
CSMIX | Columbia Small Cap Value I A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
CSMMX | Invesco Summit C | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
CSMRX | Carillon Scout Mid Cap R-3 | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
CSMSX | Carillon Scout Mid Cap R-5 | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
CSMUX | Carillon Scout Mid Cap R-6 | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
CSMZX | Carillon Scout Mid Cap Y | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
CSPAX | American Funds SMALLCAP World 529A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
CSPCX | American Funds SMALLCAP World 529C | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
CSPEX | American Funds SMALLCAP World 529E | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
CSPFX | American Funds SMALLCAP World 529F | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
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 |
CSPYX | Columbia Small Cap Index Inst3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
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 |
CSRRX | Columbia Select Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
CSRSX | Cohen & Steers Realty Shares L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSRYX | Columbia Select Large Cap Value Inst3 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
CSSCX | Columbia Small Cap Value I C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
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 |
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 |
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 |
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 |
CSVIX | Calvert Small-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CSVRX | Columbia Small Cap Value I R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
CSVYX | Columbia Small Cap Value I Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
CSVZX | Columbia Select Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
CSXAX | Calvert US Large Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
CSXCX | Calvert US Large Cap Core Rspnb Idx C | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
CSXRX | Calvert US Large Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
CSZIX | Cohen & Steers Real Estate Securities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CTCAX | Columbia Global Technology Growth A | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
CTEC | Global X CleanTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
CTEX | ProShares S&P Kensho Cleantech ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Technology |
CTHCX | Columbia Global Technology Growth C | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
CTHRX | Columbia Global Technology Growth Inst2 | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
CTYRX | Columbia Global Technology Growth Adv | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
CUHAX | Victory US 500 Enh Vol Wtd Idx A | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
CUHCX | Victory US 500 Enh Vol Wtd Idx C | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
CUHIX | Victory US 500 Enh Vol Wtd Idx I | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
CUSAX | Columbia Acorn USA Adv | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
CUSEX | Capital Group US Equity | Owns companies we recommend for divestment | 5 | 7 | 5 | 10 | X | Large Growth |
CUSYX | Columbia Acorn USA Inst3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
CUT | Invesco MSCI Global Timber ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
CUURX | Columbia Small Cap Value I Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
CVERX | Columbia Select Mid Cap Value Instl 2 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
CVIRX | Columbia Dividend Income Adv | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
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 |
CVQTX | Columbia Disciplined Value V | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
CVSDX | Multi-Manager Value Strategies Inst 3 | Owns companies we recommend for divestment | 16 | 19 | 23 | 31 | X | Large Value |
CVVRX | Columbia Small Cap Value I Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
CVY | Invesco Zacks Multi-Asset Income ETF | Owns companies we recommend for divestment | 1 | 9 | 1 | 11 | X | Allocation--85%+ Equity |
CWGCX | American Funds Capital World Gr&Inc C | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWGFX | American Funds Capital World Gr&Inc F1 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWGIX | American Funds Capital World Gr&Inc A | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWI | SPDR® MSCI ACWI ex-US ETF | Owns companies we recommend for divestment | 11 | 7 | 20 | 11 | X | Foreign Large Blend |
CWIAX | American Funds Capital World Gr&Inc 529A | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWICX | American Funds Capital World Gr&Inc 529C | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWIEX | American Funds Capital World Gr&Inc 529E | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWIFX | American Funds Capital World Gr&Inc 529F | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
CWMAX | American Funds Washington Mutual 529A | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
CWMCX | American Funds Washington Mutual 529C | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
CWMEX | American Funds Washington Mutual 529E | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
CWMFX | American Funds Washington Mutual 529F1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
CWVCX | Calvert International Equity C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CWVGX | Calvert International Equity A | 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 |
CXSE | WisdomTree China ex-State-Owd Entpr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | China Region |
CXXRX | Columbia Small Cap Index Inst2 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
CYSRX | Columbia Acorn USA Inst2 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
CZA | Invesco Zacks Mid-Cap ETF | Owns companies we recommend for divestment | 3 | 1 | 0 | 6 | X | Mid-Cap Blend |
CZMGX | Multi-Manager Growth Strategies Inst | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
CZMSX | Multi-Manager Small Cap Eq Strat Inst | Owns companies we recommend for divestment | 6 | 4 | 3 | 7 | X | Small Blend |
CZMVX | Multi-Manager Value Strategies Inst | Owns companies we recommend for divestment | 16 | 19 | 23 | 31 | X | Large Value |
DAABX | DFA US Sustainability Targeted Val Instl | Owns companies we recommend for divestment | 7 | 4 | 9 | 8 | V | Small Value |
DAADX | DFA Emerging Mkts ex China Cr Eq Instl | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
DCCAX | Delaware Small Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
DCCCX | Delaware Small Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
DCCIX | Delaware Small Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
DCCRX | Delaware Small Cap Core R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
DCZRX | Delaware Small Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
DDDRX | Delaware Wealth Builder R | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
DDERX | Delaware Wealth Builder R6 | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
DDFIX | Invesco Diversified Dividend R5 | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
DDFRX | Invesco Diversified Dividend R | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
DDIAX | Delaware Wealth Builder A | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
DDICX | Delaware Wealth Builder C | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
DDIIX | Delaware Wealth Builder Institutional | Owns companies we recommend for divestment | 6 | 9 | 9 | 12 | X | Allocation--50% to 70% Equity |
DDIV | First Trust Dorsey Wright Momt & Div ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Mid-Cap Value |
DDLS | WisdomTree Dyn Ccy Hdgd Intl SmCp Eq ETF | Owns companies we recommend for divestment | 7 | 2 | 9 | 0 | X | Foreign Small/Mid Value |
DDVAX | Delaware Value® A | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
DDVCX | Delaware Value® C | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
DDVIX | Delaware Value® Inst | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
DDVRX | Delaware Value® R | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | Owns companies we recommend for divestment | 16 | 6 | 26 | 11 | X | Foreign Large Value |
DDZRX | Delaware Value® R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
DEEVX | Delaware Smid Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DEF | Invesco Defensive Equity ETF | Owns companies we recommend for divestment | 2 | 6 | 1 | 7 | X | Large Blend |
DEGCX | Delaware Intl Value Equity C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
DEGIX | Delaware Intl Value Equity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
DEHP | Dimensional Em Mkts High Prof ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
DEIF | Sterling Capital Diverse Mlt Mgr Atv ETF | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Blend |
DEM | WisdomTree Emerging Markets High Div ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DEMAX | Delaware Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEMCX | Delaware Emerging Markets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEMGX | DFA Emerging Markets Trgt Val Instl | Owns companies we recommend for divestment | 3 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
DEMIX | Delaware Emerging Markets Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEMRX | Delaware Emerging Markets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEMSX | DFA Emerging Markets Small Cap I | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
DEMZ | Democratic Large Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Blend |
DEMZX | Delaware Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEQIX | Delaware Intl Value Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
DEQRX | Delaware Intl Value Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Value |
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 |
DESIX | DFA Em Mkts Sustnby Cor 1 Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 8 | 0 | V | Diversified Emerging Mkts |
DESRX | DWS ESG Core Equity R | 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 |
DESUX | DWS ESG Core Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
DEVCX | Delaware Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DEVIX | Delaware Small Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DEVLX | Delaware Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DEW | WisdomTree Global High Dividend ETF | Owns companies we recommend for divestment | 8 | 13 | 14 | 12 | X | Global Large-Stock Value |
DFAC | Dimensional US Core Equity 2 ETF | Owns companies we recommend for divestment | 30 | 32 | 42 | 52 | X | Large Blend |
DFAE | Dimensional Emerging Core Equity Mkt ETF | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
DFAI | Dimensional International Cr Eq Mkt ETF | Owns companies we recommend for divestment | 32 | 9 | 54 | 14 | X | Foreign Large Blend |
DFALX | DFA Large Cap International I | Owns companies we recommend for divestment | 24 | 9 | 41 | 17 | X | Foreign Large Blend |
DFAR | Dimensional US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DFAS | Dimensional US Small Cap ETF | Owns companies we recommend for divestment | 11 | 9 | 12 | 15 | X | Small Blend |
DFAT | Dimensional US Targeted Value ETF | Owns companies we recommend for divestment | 12 | 8 | 10 | 14 | X | Small Value |
DFAU | Dimensional US Core Equity Market ETF | Owns companies we recommend for divestment | 31 | 32 | 43 | 53 | X | Large Blend |
DFAX | Dimensional World ex US Core Eq 2 ETF | Owns companies we recommend for divestment | 38 | 9 | 73 | 17 | X | Foreign Large Blend |
DFBAX | Delaware Strategic Allocation A | Owns companies we recommend for divestment | 11 | 10 | 20 | 25 | X | Allocation--50% to 70% Equity |
DFBCX | Delaware Strategic Allocation C | Owns companies we recommend for divestment | 11 | 10 | 20 | 25 | X | Allocation--50% to 70% Equity |
DFBRX | Delaware Strategic Allocation R | Owns companies we recommend for divestment | 11 | 10 | 20 | 25 | X | Allocation--50% to 70% Equity |
DFCEX | DFA Emerging Markets Core Equity I | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
DFCIX | Delaware Smid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFCSX | DFA Continental Small Company I | Owns companies we recommend for divestment | 16 | 0 | 25 | 0 | X | Europe Stock |
DFDIX | Delaware Smid Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFE | WisdomTree Europe SmallCap Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
DFEM | Dimensional Emerging Markets Cr Eq 2 ETF | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
DFEMX | DFA Emerging Markets I | Owns companies we recommend for divestment | 3 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
DFEOX | DFA US Core Equity 1 I | Owns companies we recommend for divestment | 29 | 31 | 41 | 51 | X | Large Blend |
DFEPX | DFA Emerging Markets Value R2 | Owns companies we recommend for divestment | 3 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
DFESX | DFA Emerging Markets Social Core Port | Owns companies we recommend for divestment | 1 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
DFETX | DFA Emerging Markets II | Owns companies we recommend for divestment | 3 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
DFEV | Dimensional Emerging Markets Value ETF | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
DFEVX | DFA Emerging Markets Value I | Owns companies we recommend for divestment | 3 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
DFFCX | Davis Financial C | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
DFFIX | Delaware Strategic Allocation Ins | Owns companies we recommend for divestment | 11 | 10 | 20 | 25 | X | Allocation--50% to 70% Equity |
DFFVX | DFA US Targeted Value I | Owns companies we recommend for divestment | 9 | 6 | 10 | 10 | X | Small Value |
DFGEX | DFA Global Real Estate Securities Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFGR | Dimensional Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFIC | Dimensional International Core Eq 2 ETF | Owns companies we recommend for divestment | 34 | 8 | 58 | 15 | X | Foreign Large Blend |
DFIEX | DFA International Core Equity I | Owns companies we recommend for divestment | 38 | 12 | 65 | 17 | X | Foreign Large Blend |
DFIPX | DFA International Value R2 | Owns companies we recommend for divestment | 8 | 6 | 16 | 8 | X | Foreign Large Value |
DFIS | Dimensional International Small Cap ETF | Owns companies we recommend for divestment | 14 | 3 | 23 | 1 | X | Foreign Small/Mid Blend |
DFISX | DFA International Small Company I | Owns companies we recommend for divestment | 19 | 2 | 27 | 0 | X | Foreign Small/Mid Blend |
DFITX | DFA International Real Estate Sec I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFIV | Dimensional International Value ETF | Owns companies we recommend for divestment | 8 | 6 | 17 | 9 | X | Foreign Large Value |
DFIVX | DFA International Value I | Owns companies we recommend for divestment | 8 | 6 | 16 | 8 | X | Foreign Large Value |
DFJ | WisdomTree Japan SmallCap Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
DFJSX | DFA Japanese Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
DFLV | Dimensional US Large Cap Value ETF | Owns companies we recommend for divestment | 10 | 15 | 14 | 22 | X | Large Value |
DFLVX | DFA US Large Cap Value I | Owns companies we recommend for divestment | 14 | 18 | 17 | 28 | X | Large Value |
DFQTX | DFA US Core Equity 2 I | Owns companies we recommend for divestment | 29 | 31 | 41 | 51 | X | Large Blend |
DFREX | DFA Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DFRIX | Delaware Smid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFRSX | DFA Asia Pacific Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
DFSCX | DFA US Micro Cap I | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Small Blend |
DFSE | Dimensional Emerging Mrkts Sstby Cr 1ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 8 | 0 | V | Diversified Emerging Mkts |
DFSI | Dimensional International Sstby Cr 1 ETF | Owns companies we recommend for divestment | 24 | 5 | 48 | 13 | V | Foreign Large Blend |
DFSIX | DFA US Sustainability Core 1 | Owns companies we recommend for divestment | 24 | 27 | 34 | 47 | V | Large Blend |
DFSPX | DFA Intl Sustainability Core 1 | Owns companies we recommend for divestment | 27 | 10 | 54 | 18 | V | Foreign Large Blend |
DFSRX | Delaware Select Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
DFSTX | DFA US Small Cap I | Owns companies we recommend for divestment | 10 | 8 | 12 | 14 | X | Small Blend |
DFSU | Dimensional US Sustainability Core 1 ETF | Owns companies we recommend for divestment | 23 | 27 | 33 | 45 | V | Large Blend |
DFSV | Dimensional US Small Cap Value ETF | Owns companies we recommend for divestment | 8 | 5 | 9 | 8 | X | Small Value |
DFSVX | DFA US Small Cap Value I | Owns companies we recommend for divestment | 6 | 4 | 8 | 8 | X | Small Value |
DFTPX | DFA US Targeted Value R2 | Owns companies we recommend for divestment | 9 | 6 | 10 | 10 | X | Small Value |
DFTVX | DFA US Targeted Value R1 | Owns companies we recommend for divestment | 9 | 6 | 10 | 10 | X | Small Value |
DFUEX | DFA US Social Core Equity 2 Portfolio | Owns companies we recommend for divestment | 17 | 28 | 28 | 40 | X | Large Blend |
DFUKX | DFA United Kingdom Small Company I | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Miscellaneous Region |
DFUS | Dimensional US Equity ETF | Owns companies we recommend for divestment | 31 | 33 | 43 | 52 | X | Large Blend |
DFUSX | DFA US Large Company I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
DFUV | Dimensional US Marketwide Value ETF | Owns companies we recommend for divestment | 19 | 23 | 19 | 35 | X | Large Value |
DFUVX | DFA US Large Cap Value III | Owns companies we recommend for divestment | 14 | 18 | 17 | 28 | X | Large Value |
DFVEX | DFA US Vector Equity I | Owns companies we recommend for divestment | 28 | 31 | 39 | 51 | X | Mid-Cap Value |
DFVIX | DFA International Value III | Owns companies we recommend for divestment | 8 | 6 | 16 | 8 | X | Foreign Large Value |
DFVQX | DFA International Vector Equity I | Owns companies we recommend for divestment | 37 | 12 | 63 | 17 | X | Foreign Small/Mid Value |
DFWIX | DFA World ex US Core Equity Instl | Owns companies we recommend for divestment | 39 | 12 | 72 | 17 | X | Foreign Large Blend |
DFWVX | DFA World ex US Value Port I | Owns companies we recommend for divestment | 11 | 6 | 26 | 8 | X | Foreign Large Value |
DFZRX | Delaware Smid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DGBCX | BNY Mellon Global Real Estate Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DGGAX | Delaware International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGGCX | Delaware International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGGIX | Delaware International Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGGRX | Delaware International Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGIN | VanEck Digital India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
DGRE | WisdomTree Emerging Mkts Qual Div Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DGRO | iShares Core Dividend Growth ETF | Owns companies we recommend for divestment | 11 | 14 | 13 | 20 | X | Large Value |
DGRRX | Delaware International Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGRS | WisdomTree US SmallCap Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Value |
DGRW | WisdomTree US Quality Dividend Gr ETF | Owns companies we recommend for divestment | 10 | 9 | 8 | 15 | X | Large Blend |
DGS | WisdomTree Emerging Markets SmCp Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
DGT | SPDR® Global Dow ETF | Owns companies we recommend for divestment | 7 | 10 | 22 | 15 | X | Global Large-Stock Value |
DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 3 | 9 | 7 | 10 | X | Large Value |
DIA | SPDR® Dow Jones Industrial Avrg ETF Tr | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
DIEM | Franklin Emerging Mkt Core Div TltIdxETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
DIEQX | Domini Impact Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
DIGGX | Invesco Discovery R5 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
DIHP | Dimensional International High Pbly ETF | Owns companies we recommend for divestment | 8 | 2 | 17 | 5 | X | Foreign Large Blend |
DIHRX | DFA Intl Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 10 | 1 | 21 | 6 | X | Foreign Large Blend |
DILRX | DFA International Large Cap Growth | Owns companies we recommend for divestment | 13 | 3 | 20 | 7 | X | Foreign Large Growth |
DIM | WisdomTree International MidCap Div ETF | Owns companies we recommend for divestment | 9 | 1 | 12 | 4 | X | Foreign Small/Mid Value |
DISMX | DFA International Small Cap Growth | Owns companies we recommend for divestment | 8 | 3 | 12 | 1 | X | Foreign Small/Mid Growth |
DISV | Dimensional International Sm Cp Val ETF | Owns companies we recommend for divestment | 9 | 2 | 11 | 0 | X | Foreign Small/Mid Value |
DISVX | DFA International Small Cap Value I | Owns companies we recommend for divestment | 12 | 2 | 15 | 0 | X | Foreign Small/Mid Value |
DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
DIVB | iShares Core Dividend ETF | Owns companies we recommend for divestment | 9 | 14 | 15 | 19 | X | Large Value |
DIVI | Franklin Intl Core Div Tlt Idx ETF | Owns companies we recommend for divestment | 7 | 4 | 17 | 8 | X | Foreign Large Value |
DIVRX | Delaware Intl Value Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
DJD | Invesco Dow Jones Industrial Avg Div ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
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 |
DLMAX | Delaware Mid Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
DLMCX | Delaware Mid Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
DLMIX | Delaware Mid Cap Value I | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
DLMRX | Delaware Mid Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
DLN | WisdomTree US LargeCap Dividend ETF | Owns companies we recommend for divestment | 10 | 17 | 17 | 23 | X | Large Value |
DLRHX | Delaware Healthcare R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
DLS | WisdomTree International SmallCp Div ETF | Owns companies we recommend for divestment | 7 | 2 | 9 | 0 | X | Foreign Small/Mid Value |
DMCFX | Invesco Discovery Mid Cap Growth R5 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 3 | 4 | 10 | 5 | V | Foreign Large Blend |
DNL | WisdomTree Global ex-US Qual Div Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
DODBX | Dodge & Cox Balanced I | Owns companies we recommend for divestment | 2 | 6 | 10 | 10 | X | Allocation--50% to 70% Equity |
DODEX | Dodge & Cox Emerging Markets Stock | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
DODFX | Dodge & Cox International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 5 | X | Foreign Large Value |
DODGX | Dodge & Cox Stock I | Owns companies we recommend for divestment | 2 | 5 | 10 | 9 | X | Large Value |
DODWX | Dodge & Cox Global Stock I | Owns companies we recommend for divestment | 2 | 5 | 7 | 7 | X | Global Large-Stock Value |
DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 5 | 4 | 12 | 8 | X | Foreign Large Value |
DOMAX | Domini Impact International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Foreign Large Blend |
DOMIX | Domini Impact International Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Foreign Large Blend |
DOMOX | Domini Impact International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Foreign Large Blend |
DOMYX | Domini Impact International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Foreign Large Blend |
DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 8 | 4 | 3 | 10 | X | Mid-Cap Value |
DOXBX | Dodge & Cox Balanced X | Owns companies we recommend for divestment | 2 | 6 | 10 | 10 | X | Allocation--50% to 70% Equity |
DOXFX | Dodge & Cox International Stock X | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 5 | X | Foreign Large Value |
DOXGX | Dodge & Cox Stock X | Owns companies we recommend for divestment | 2 | 5 | 10 | 9 | X | Large Value |
DOXWX | Dodge & Cox Global Stock X | Owns companies we recommend for divestment | 2 | 5 | 7 | 7 | X | Global Large-Stock Value |
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 |
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 |
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 |
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 |
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 |
DRLAX | BNY Mellon Global Real Estate Scs - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DRLIX | BNY Mellon Global Real Estate Scs - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DRLYX | BNY Mellon Global Real Estate Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DRTCX | BNY Mellon Sust US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
DRTHX | BNY Mellon Sustainable US Eq Fd Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
DSCGX | DFA US Small Cap Growth Instl | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Small Growth |
DSCIX | Dana Epiphany ESG Small Cap Eq Instl | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | V | Small Growth |
DSCLX | DFA International Social Cor Eq Instl | Owns companies we recommend for divestment | 31 | 8 | 51 | 15 | X | Foreign Large Blend |
DSEFX | Domini Impact Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
DSEPX | Domini Impact Equity A | 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 |
DSGDX | Delaware Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
DSGEX | Delaware Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
DSGFX | Delaware Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
DSGGX | Delaware Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
DSI | iShares MSCI KLD 400 Social ETF | Owns companies we recommend for divestment | 5 | 11 | 13 | 15 | V | Large Blend |
DTCAX | BNY Mellon Sust US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
DTCCX | BNY Mellon Sust US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
DTCYX | BNY Mellon Sust US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
DTD | WisdomTree US Total Dividend ETF | Owns companies we recommend for divestment | 18 | 21 | 20 | 33 | X | Large Value |
DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 6 | 2 | 8 | 3 | X | Foreign Large Value |
DTRE | First Trust Alerian Dsrupt Tech RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DUHP | Dimensional US High Profitability ETF | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
DURA | VanEck Durable High Dividend ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Large Value |
DURAX | DWS ESG International Core Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Foreign Large Blend |
DURCX | DWS ESG International Core Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Foreign Large Blend |
DURIX | DWS ESG International Core Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Foreign Large Blend |
DURPX | DFA US Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 5 | 5 | 9 | 8 | X | Large Blend |
DURSX | DWS ESG International Core Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Foreign Large Blend |
DUSLX | DFA US Large Cap Growth Instl | Owns companies we recommend for divestment | 5 | 3 | 7 | 9 | X | Large Growth |
DUSQX | DFA US Large Cap Equity Institutional | Owns companies we recommend for divestment | 19 | 23 | 29 | 37 | X | Large Blend |
DVEAX | Delaware Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
DVECX | Delaware Select Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
DVFYX | Davis Financial Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
DVLRX | Delaware Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DVLU | First Trust Dorsey Wright Momt & Val ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Mid-Cap Value |
DVMFX | Invesco Developing Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DVOL | FirstTrustDorseyWrightMomt&LwVolatil ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Large Blend |
DVY | iShares Select Dividend ETF | Owns companies we recommend for divestment | 5 | 7 | 6 | 9 | X | Large Value |
DVYA | iShares Asia/Pacific Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
DVYE | iShares Emerging Markets Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DVZRX | Delaware Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DWAS | Invesco DWA SmallCap Momentum ETF | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
DWGAX | American Funds Dvlpg Wld Gr&Inc A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
DWGCX | American Funds Dvlpg Wld Gr&Inc C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
DWGFX | American Funds Dvlpg Wld Gr&Inc F1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
DWGHX | American Funds Dvlpg Wld Gr&Inc F2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
DWM | WisdomTree International Equity ETF | Owns companies we recommend for divestment | 15 | 6 | 25 | 12 | X | Foreign Large Value |
DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Foreign Large Blend |
DWUSX | DFA World ex US Targeted Val Instl | Owns companies we recommend for divestment | 21 | 2 | 35 | 0 | X | Foreign Small/Mid Value |
DWX | SPDR® S&P International Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
DXGE | WisdomTree Germany Hedged Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Miscellaneous Region |
DXJ | WisdomTree Japan Hedged Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
DXJS | WisdomTree Japan Hedged SmallCap Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
DYNF | BlackRock U.S. Equity Factor Rttn ETF | Owns companies we recommend for divestment | 1 | 7 | 8 | 8 | X | Large Blend |
EAASX | Eaton Vance Atlanta Capital SMID-Cap A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
EABRX | First Eagle Global Income Builder R5 | Owns companies we recommend for divestment | 3 | 10 | 3 | 8 | X | Global Allocation |
EAFRX | First Eagle Fund of America R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Blend |
EAGRX | First Eagle Global R4 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
EARFX | First Eagle Fund of America R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Blend |
EARGX | First Eagle Global R3 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
EAROX | First Eagle Overseas R3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
EARVX | First Eagle US Value R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 4 | 8 | X | Allocation--70% to 85% Equity |
EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 9 | 4 | V | Foreign Large Blend |
EATV | VegTech Plant-based Innovt & Clmt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Consumer Defensive |
EAURX | First Eagle Gold R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EBLU | Ecofin Global Water ESG | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
ECASX | Eaton Vance Atlanta Capital SMID-Cap C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
ECH | iShares MSCI Chile ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
ECLN | First Trust EIP Carbon Impact ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Utilities |
ECNS | iShares MSCI China Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
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 |
ECON | Columbia Emerging Markets Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ECOZ | TrueShares ESG Active Opportunities ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Large Growth |
EDEN | iShares MSCI Denmark ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EDIV | SPDR® S&P Emerging Markets Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EDOW | First Trust Dow 30 Equal Weight ETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
EELV | Invesco S&P Emerging Markets Low Vol ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EEM | iShares MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
EEMA | iShares MSCI Emerging Markets Asia ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Pacific/Asia ex-Japan Stk |
EEMAX | Columbia Emerging Markets A | 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 |
EEMDX | MFS Emerging Markets Equity Research R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMEX | MFS Emerging Markets Equity Research R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMFX | MFS Emerging Markets Equity Research R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMGX | MFS Emerging Markets Equity Research R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMHX | MFS Emerging Markets Equity Research R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMIX | MFS Emerging Markets Equity Research I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMO | Invesco S&P Emerging Markets Mom ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EEMPX | MFS Emerging Markets Equity Research A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMRX | MFS Emerging Markets Equity Research C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMS | iShares MSCI Emerging Markets Sm-Cp ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
EEMV | iShares MSCI Emerg Mkts Min Vol Fctr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EEMX | SPDR® MSCI Em Mkts Fssl Ful Free RsrvETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
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 |
EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 7 | 6 | 5 | 9 | X | Small Value |
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 |
EFA | iShares MSCI EAFE ETF | Owns companies we recommend for divestment | 14 | 6 | 25 | 12 | X | Foreign Large Blend |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | Owns companies we recommend for divestment | 5 | 1 | 6 | 4 | X | Foreign Large Blend |
EFAX | SPDR® MSCI EAFE Fssl Ful Free RsrvETF | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
EFG | iShares MSCI EAFE Growth ETF | Owns companies we recommend for divestment | 7 | 3 | 9 | 7 | X | Foreign Large Growth |
EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
EFNL | iShares MSCI Finland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EFRA | iShares Environmental Infras & IndstrETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
EFV | iShares MSCI EAFE Value ETF | Owns companies we recommend for divestment | 9 | 3 | 19 | 6 | X | Foreign Large Value |
EGINX | Invesco EQV European Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
EGLBX | Elfun International Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
EGOAX | Allspring Large Cap Core A | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
EGOCX | Allspring Large Cap Core C | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
EGOHX | Allspring Large Cap Core R | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
EGOIX | Allspring Large Cap Core Inst | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
EGORX | Allspring Large Cap Core R6 | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
EGPT | VanEck Egypt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EGRYX | Allspring Discovery Small Cap Gr Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EGUS | iShares ESG Aware MSCI USA Growth ETF | Owns companies we recommend for divestment | 1 | 5 | 8 | 9 | V | Large Growth |
EGWAX | Allspring Discovery Small Cap Gr Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EGWCX | Allspring Discovery Small Cap Gr C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EGWDX | Allspring Discovery Small Cap Gr Adm | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EGWRX | Allspring Discovery Small Cap Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EIDO | iShares MSCI Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EINC | VanEck Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
EIPTX | UBS Engage For Impact P2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
EIRL | iShares MSCI Ireland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EIS | iShares MSCI Israel ETF | Owns companies we recommend for divestment | 26 | 2 | 33 | 2 | X | Miscellaneous Region |
EISMX | Eaton Vance Atlanta Capital SMID-Cap I | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
EIVAX | Allspring Special Large Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Value |
EIVCX | Allspring Special Large Cap Value C | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Value |
EIVDX | Allspring Special Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Value |
EIVFX | Allspring Special Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Value |
EIVIX | Allspring Special Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Value |
EIVTX | Allspring Special Large Cap Value R | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Value |
EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 4 | 6 | 2 | 10 | X | Allocation--70% to 85% Equity |
EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 4 | 6 | 2 | 10 | X | Allocation--70% to 85% Equity |
EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 4 | 6 | 2 | 10 | X | Allocation--70% to 85% Equity |
EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 4 | 6 | 2 | 10 | X | Allocation--70% to 85% Equity |
EKG | First Trust Nasdaq Lux Dgtl Hlth SoluETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
EKGAX | Allspring Special Global Small Cap A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
EKGCX | Allspring Special Global Small Cap C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
EKGIX | Allspring Special Global Small Cap Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
EKGYX | Allspring Special Global Small Cap Admin | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
EKJAX | Allspring Premier Large Co Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
EKJCX | Allspring Premier Large Co Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
EKJFX | Allspring Premier Large Co Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
EKJRX | Allspring Premier Large Co Gr R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
EKJYX | Allspring Premier Large Co Gr Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
EKOAX | Allspring Discovery All Cap Growth A | Owns companies we recommend for divestment | 2 | 4 | 5 | 8 | X | Large Growth |
EKOCX | Allspring Discovery All Cap Growth C | Owns companies we recommend for divestment | 2 | 4 | 5 | 8 | X | Large Growth |
EKONX | Allspring Discovery All Cap Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 5 | 8 | X | Large Growth |
EKORX | Allspring Discovery All Cap Growth R | Owns companies we recommend for divestment | 2 | 4 | 5 | 8 | X | Large Growth |
EKWAX | Allspring Precious Metals A | 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 |
EKWDX | Allspring Precious Metals Admin | 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 |
ELDFX | Elfun Diversified | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Allocation--70% to 85% Equity |
ELFNX | Elfun Trusts | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
ELGAX | Columbia Select Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
ELGCX | Columbia Select Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
ELMAX | VanEck Emerging Markets Leaders A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMIX | VanEck Emerging Markets Leaders I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMYX | VanEck Emerging Markets Leaders Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMZX | VanEck Emerging Markets Leaders Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMCA | Emerge EMPWR Sustainable Div Eq ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | V | Large Blend |
EMCH | Emerge EMPWR Sustainable Em Mrkts Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
EMEFX | Invesco Emerging Markets Select EquityR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMGAX | Allspring Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGC | Emerge EMPWR Sustainable Sel Gr Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | V | Large Growth |
EMGCX | Allspring Emerging Markets Equity C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGDX | Allspring Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGEX | Emerging Markets Growth Fund F-3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMGF | iShares Em Mkts Eq Fac ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
EMGNX | Allspring Emerging Markets Equity Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGRX | Nuveen Small Cap Select A | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Blend |
EMGYX | Allspring Emerging Markets Equity Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMIAX | Invesco Emerging Mkts Innovators A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMIF | iShares Emerging Markets Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMIMX | Invesco Emerging Mkts Innovators R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMIRX | Invesco Emerging Mkts Innovators R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMIYX | Invesco Emerging Mkts Innovators Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMLP | First Trust North Amer Engy InfrasETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
EMMF | WisdomTree Emerging Markets Mltfctr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMPW | Emerge EMPWR Unified Sustainable Eq ETF | Owns companies we recommend for divestment | 3 | 9 | 9 | 12 | V | Large Blend |
EMRCX | VanEck Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMREX | JPMorgan Emerging Mkts Rsrch Enh Eq I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMRGX | Emerging Markets Growth Fund M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRIX | VanEck Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRSX | JPMorgan Emerging Mkts Rsrch Enh Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMRYX | VanEck Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRZX | VanEck Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMSG | Xtrackers MSCI EMs ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
EMSLX | Shelton Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMSQX | Shelton Emerging Markets Institutiona | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMVCX | Invesco Emerging Mkts Innovators C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMVIX | Invesco Emerging Mkts Innovators R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMXC | iShares MSCI Emerging Mkts ex China ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
EMXF | iShares ESG Advanced MSCI EM ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
EMZA | Emerge EMPWR Sustainable Glbl Cr Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Global Large-Stock Blend |
ENOR | iShares MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
ENRG | SoFi Smart Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Miscellaneous Sector |
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 |
ENZL | iShares MSCI New Zealand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EOMYX | Allspring Discovery All Cap Growth Admin | Owns companies we recommend for divestment | 2 | 4 | 5 | 8 | X | Large Growth |
EPGAX | Fidelity Advisor® Equity Growth A | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
EPGCX | Fidelity Advisor® Equity Growth C | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
EPHE | iShares MSCI Philippines ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EPI | WisdomTree India Earnings ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
EPOL | iShares MSCI Poland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
EPP | iShares MSCI Pacific ex Japan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
EPS | WisdomTree US Earnings 500 ETF | Owns companies we recommend for divestment | 16 | 22 | 25 | 32 | X | Large Blend |
EPU | iShares MSCI Peru ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EQAL | Invesco Russell 1000 Equal Weight ETF | Owns companies we recommend for divestment | 25 | 27 | 33 | 43 | X | Mid-Cap Blend |
EQIAX | Allspring Emerging Markets Eq Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
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 |
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 |
EQIHX | Allspring Emerging Markets Eq Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
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 |
EQNAX | MFS Equity Income A | Owns companies we recommend for divestment | 1 | 8 | 9 | 12 | X | Large Value |
EQNBX | MFS Equity Income B | Owns companies we recommend for divestment | 1 | 8 | 9 | 12 | X | Large Value |
EQNCX | MFS Equity Income C | Owns companies we recommend for divestment | 1 | 8 | 9 | 12 | X | Large Value |
EQNIX | MFS Equity Income I | Owns companies we recommend for divestment | 1 | 8 | 9 | 12 | X | Large Value |
EQNRX | MFS Equity Income R1 | Owns companies we recommend for divestment | 1 | 8 | 9 | 12 | X | Large Value |
EQNSX | MFS Equity Income R2 | Owns companies we recommend for divestment | 1 | 8 | 9 | 12 | X | Large Value |
EQNTX | MFS Equity Income R3 | Owns companies we recommend for divestment | 1 | 8 | 9 | 12 | X | Large Value |
EQNUX | MFS Equity Income R4 | Owns companies we recommend for divestment | 1 | 8 | 9 | 12 | X | Large Value |
EQNVX | MFS Equity Income R6 | Owns companies we recommend for divestment | 1 | 8 | 9 | 12 | X | Large Value |
EQPGX | Fidelity Advisor® Equity Growth I | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
EQPIX | Fidelity Advisor® Equity Income I | Owns companies we recommend for divestment | 2 | 8 | 4 | 8 | X | Large Value |
EQUL | IQ Engender Equality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 8 | V | Large Value |
EQWL | Invesco S&P 100 Equal Weight ETF | Owns companies we recommend for divestment | 7 | 12 | 19 | 18 | X | Large Value |
ERASX | Eaton Vance Atlanta Capital SMID-Cap R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
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 |
ERSMX | Eaton Vance Atlanta Capital SMID-Cap R | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
ERTH | Invesco MSCI Sustainable Future ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Miscellaneous Sector |
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 |
ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 4 | 12 | 15 | 13 | V | Large Blend |
ESGA | American Century Sustainable Equity ETF | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
ESGCX | Mirova Global Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ESGD | iShares ESG Aware MSCI EAFE ETF | Owns companies we recommend for divestment | 9 | 5 | 18 | 11 | 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 |
ESGEX | Reynders McVeigh Core Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
ESGG | FlexShares STOXX Glbl ESG Select ETF | Owns companies we recommend for divestment | 8 | 17 | 27 | 20 | V | Global Large-Stock Blend |
ESGGX | Gabelli ESG AAA | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
ESGHX | Gabelli ESG A | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
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 |
ESGJX | Gabelli ESG C | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
ESGKX | Gabelli ESG I | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
ESGMX | Mirova Global Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ESGN | Columbia Intl ESG Equ Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 1 | V | Foreign Large Value |
ESGNX | Mirova Global Sustainable Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ESGS | Columbia US ESG Equity Income ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | V | Large Value |
ESGU | iShares ESG Aware MSCI USA ETF | Owns companies we recommend for divestment | 9 | 16 | 22 | 24 | V | Large Blend |
ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 12 | 23 | 25 | 31 | V | Large Blend |
ESGY | American Century Sustainable Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | V | Large Growth |
ESGYX | Mirova Global Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ESIGX | Ashmore Emerging Markets Equity ESG Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Small Blend |
ESMAX | Invesco EQV Euro Small Company A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
ESMCX | Invesco EQV Euro Small Company C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | Owns companies we recommend for divestment | 7 | 5 | 8 | 11 | V | Small Blend |
ESMSX | Invesco EQV Euro Small Company R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 9 | V | Large Blend |
ESMYX | Invesco EQV Euro Small Company Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
ESPAX | Allspring Special Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPCX | Allspring Special Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPHX | Allspring Special Small Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPIX | Allspring Special Small Cap Value Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPNX | Allspring Special Small Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPO | VanEck Vdo Gaming and eSprts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
ESPRX | Allspring Special Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
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 |
ETADX | Eventide Dividend Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
ETAEX | Eventide Exponential Technologies A | 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 |
ETAHX | Eventide Healthcare & Life Sciences A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETCDX | Eventide Dividend Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
ETCEX | Eventide Exponential Technologies C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETCGX | Eventide Gilead C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETCHX | Eventide Healthcare & Life Sciences C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETGLX | Eventide Gilead N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETHO | Etho Climate Leadership US ETF | Owns companies we recommend for divestment | 2 | 5 | 10 | 8 | V | Mid-Cap Growth |
ETIDX | Eventide Dividend Opportunities I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
ETIEX | Eventide Exponential Technologies I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETIHX | Eventide Healthcare & Life Sciences I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETILX | Eventide Gilead I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETNDX | Eventide Dividend Opportunities N | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
ETNEX | Eventide Exponential Technologies N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETNHX | Eventide Healthcare & Life Sciences N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
EUDG | WisdomTree Europe Quality Div Gr ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Europe Stock |
EUFN | iShares MSCI Europe Financials ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | X | Financial |
EUSA | iShares MSCI USA Equal Weighted ETF | Owns companies we recommend for divestment | 19 | 23 | 30 | 37 | X | Large Blend |
EUSC | WisdomTree Europe Hedged SmallCap Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 4 | 12 | 12 | 15 | X | Large Blend |
EVSHX | Allspring Disciplined US Core R | Owns companies we recommend for divestment | 4 | 12 | 12 | 15 | X | Large Blend |
EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 4 | 12 | 12 | 15 | X | Large Blend |
EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 4 | 12 | 12 | 15 | X | Large Blend |
EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 4 | 12 | 12 | 15 | X | Large Blend |
EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 4 | 12 | 12 | 15 | X | Large Blend |
EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
EVUS | iShares ESG Aware MSCI USA Value ETF | Owns companies we recommend for divestment | 6 | 11 | 12 | 15 | V | Large Value |
EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
EWA | iShares MSCI Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWC | iShares MSCI Canada ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Miscellaneous Region |
EWCO | Invesco S&P 500® Eql Wght Comm Svcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
EWD | iShares MSCI Sweden ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Miscellaneous Region |
EWG | iShares MSCI Germany ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
EWGS | iShares MSCI Germany Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWH | iShares MSCI Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
EWI | iShares MSCI Italy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
EWJ | iShares MSCI Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
EWJV | iShares MSCI Japan Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 2 | X | Japan Stock |
EWK | iShares MSCI Belgium ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWL | iShares MSCI Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
EWM | iShares MSCI Malaysia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWMC | Invesco S&P MidCap 400® Equal Weight ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Small Blend |
EWN | iShares MSCI Netherlands ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWO | iShares MSCI Austria ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWP | iShares MSCI Spain ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
EWQ | iShares MSCI France ETF | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Miscellaneous Region |
EWRE | Invesco S&P 500® Equal Wt Real Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
EWS | iShares MSCI Singapore ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EWSC | Invesco S&P SmallCap 600® Equal Wt ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
EWT | iShares MSCI Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
EWU | iShares MSCI United Kingdom ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | |