| SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
| SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
| LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
| ACEAX | AB All China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ACEYX | AB All China Equity Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AMTOX | AB All Market Real Return 1 | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
| AMTTX | AB All Market Real Return 2 | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
| AMTAX | AB All Market Real Return A | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
| AMTYX | AB All Market Real Return Advisor | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
| ACMTX | AB All Market Real Return C | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
| AMTIX | AB All Market Real Return I | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
| AMTKX | AB All Market Real Return K | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
| AMTRX | AB All Market Real Return R | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
| AMTZX | AB All Market Real Return Z | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
| ABWAX | AB All Market Total Return A | Owns companies we recommend for divestment | 10 | 14 | 16 | 16 | X | Moderate Allocation |
| ABWYX | AB All Market Total Return Advisor | Owns companies we recommend for divestment | 10 | 14 | 16 | 16 | X | Moderate Allocation |
| ABWCX | AB All Market Total Return C | Owns companies we recommend for divestment | 10 | 14 | 16 | 16 | X | Moderate Allocation |
| ABWIX | AB All Market Total Return I | Owns companies we recommend for divestment | 10 | 14 | 16 | 16 | X | Moderate Allocation |
| ABWKX | AB All Market Total Return K | Owns companies we recommend for divestment | 10 | 14 | 16 | 16 | X | Moderate Allocation |
| ABWRX | AB All Market Total Return R | Owns companies we recommend for divestment | 10 | 14 | 16 | 16 | X | Moderate Allocation |
| WPASX | AB Concentrated Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSGX | AB Concentrated Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPCSX | AB Concentrated Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSIX | AB Concentrated Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSKX | AB Concentrated Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPRSX | AB Concentrated Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSZX | AB Concentrated Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| CIAGX | AB Concentrated International Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| CIGYX | AB Concentrated International Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| CICGX | AB Concentrated International Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| ADGAX | AB Core Opportunities A | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
| ADGYX | AB Core Opportunities Advisor | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
| ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
| ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
| ADGKX | AB Core Opportunities K | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
| ADGRX | AB Core Opportunities R | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
| ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
| CHCLX | AB Discovery Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CHCYX | AB Discovery Growth Advisor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CHCCX | AB Discovery Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CHCIX | AB Discovery Growth I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CHCKX | AB Discovery Growth K | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CHCRX | AB Discovery Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CHCZX | AB Discovery Growth Z | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| ABASX | AB Discovery Value A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| ABYSX | AB Discovery Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| ABCSX | AB Discovery Value C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | 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 |
| ABSZX | AB Discovery Value Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| FWD | AB Disruptors ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 8 | 5 | X | Global Large-Stock Growth |
| SNEMX | AB Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABAEX | AB Emerging Markets Multi-Asset A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ABCEX | AB Emerging Markets Multi-Asset C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ABIEX | AB Emerging Markets Multi-Asset I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ABKEX | AB Emerging Markets Multi-Asset K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ABREX | AB Emerging Markets Multi-Asset R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ABZEX | AB Emerging Markets Multi-Asset Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AUIAX | AB Equity Income A | 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 |
| 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 |
| AUIZX | AB Equity Income Z | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
| GCEAX | AB Global Core Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | X | Global Large-Stock Blend |
| GCEYX | AB Global Core Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | X | Global Large-Stock Blend |
| GCECX | AB Global Core Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | X | Global Large-Stock Blend |
| AREAX | AB Global Real Estate Investment A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARECX | AB Global Real Estate Investment C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AEEIX | AB Global Real Estate Investment I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AGRFX | AB Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGRYX | AB Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGRCX | AB Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGFIX | AB Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGFKX | AB Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGFRX | AB Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| IRCYX | AB International Small Cap Adv | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| IRCZX | AB International Small Cap Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| STEYX | AB International Strat Eqs Adv | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| STEZX | AB International Strat Eqs Z | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| ISARX | AB International Strategic Core A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
| ISRYX | AB International Strategic Core Advisor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
| ISCRX | AB International Strategic Core C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
| ISZRX | AB International Strategic Core Z | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
| ABIAX | AB International Value A | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| ABICX | AB International Value C | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| AIVIX | AB International Value I | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| AIVKX | AB International Value K | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| AIVRX | AB International Value R | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| APGAX | AB Large Cap Growth A | 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 |
| APGCX | AB Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| ALLIX | AB Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| ALCKX | AB Large Cap Growth K | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| ABPRX | AB Large Cap Growth R | 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 |
| CABDX | AB Relative Value A | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
| CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
| CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
| CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
| CBBKX | AB Relative Value K | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
| CBBRX | AB Relative Value R | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
| CBBZX | AB Relative Value Z | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
| AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 5 | 9 | 10 | 12 | X | Large Blend |
| AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 5 | 9 | 10 | 12 | X | Large Blend |
| AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 5 | 9 | 10 | 12 | X | Large Blend |
| AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 5 | 9 | 10 | 12 | X | Large Blend |
| AUUKX | AB Select US Equity K | Owns companies we recommend for divestment | 5 | 9 | 10 | 12 | X | Large Blend |
| AUURX | AB Select US Equity R | Owns companies we recommend for divestment | 5 | 9 | 10 | 12 | X | Large Blend |
| SCRYX | AB Small Cap Core Advisor | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
| SCRZX | AB Small Cap Core Z | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
| QUASX | AB Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QUAYX | AB Small Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QUACX | AB Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QUAIX | AB Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QUAKX | AB Small Cap Growth K | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QUARX | AB Small Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QUAZX | AB Small Cap Growth Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| SCAVX | AB Small Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| SCYVX | AB Small Cap Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| SCCVX | AB Small Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATEKX | AB Sustainable Global Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATERX | AB Sustainable Global Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPKX | AB Sustainable Intl Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPRX | AB Sustainable Intl Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| APWKX | AB Sustainable Thematic Bal Port K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| APPRX | AB Sustainable Thematic Bal Port R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| ATWAX | AB Tax-Managed Wealth Apprec Strat A | 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 |
| ATWCX | AB Tax-Managed Wealth Apprec Strat C | Owns companies we recommend for divestment | 3 | 9 | 9 | 10 | X | Global Large-Stock Blend |
| HIDV | AB US High Dividend ETF | Owns companies we recommend for divestment | 3 | 7 | 12 | 8 | X | Large Value |
| LOWV | AB US Low Volatility Equity ETF | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Blend |
| ABVAX | AB Value A | 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 |
| 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 |
| AWAAX | AB Wealth Appreciation Strategy A | 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 |
| 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 |
| GIGAX | abrdn Emerging Mkts Sust Ldrs A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GIGCX | abrdn Emerging Mkts Sust Ldrs C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GIGIX | abrdn Emerging Mkts Sust Ldrs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GIRRX | abrdn Emerging Mkts Sust Ldrs R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GIGSX | abrdn Emerging Mkts SustLdrs InstlSvc | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| JETAX | abrdn Global Equity Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
| JETIX | abrdn Global Equity Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
| BJBIX | abrdn International Sust Ldrs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| JIEIX | abrdn International Sust Ldrs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| MLSAX | abrdn US Sust Ldrs Smlr Coms A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
| GGUIX | abrdn US Sust Ldrs Smlr Coms Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
| AELSX | abrdn US Sust Ldrs Smlr Coms InstlSvc | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
| GLSRX | abrdn US Sust Ldrs Smlr Coms R | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
| GXXAX | abrdn US Sustainable Leaders A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
| GXXCX | abrdn US Sustainable Leaders C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
| GGLIX | abrdn US Sustainable Leaders Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
| GXXIX | abrdn US Sustainable Leaders InstlSvc | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
| AEMZX | Acadian Emerging Markets I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| AEMGX | Acadian Emerging Markets Investor | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| AEMVX | Acadian Emerging Markets Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| JSTC | Adasina Social Justice All Cp Glbl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| ADKSX | Adirondack Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AGPIX | AGF Global Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| AGPRX | AGF Global Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| AKRIX | Akre Focus Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| AKREX | Akre Focus Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| AKRSX | Akre Focus Supra Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| SPEGX | Alger Responsible Investing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
| AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
| AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
| ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
| CBEAX | Allspring C&B Large Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
| CBLLX | Allspring C&B Large Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
| CBECX | Allspring C&B Large Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
| CBLSX | Allspring C&B Large Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
| CBEJX | Allspring C&B Large Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
| CBMAX | Allspring C&B Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBMIX | Allspring C&B Mid Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBMCX | Allspring C&B Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBMSX | Allspring C&B Mid Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBMYX | Allspring C&B Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| SCSAX | Allspring Common Stock A | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| SCSDX | Allspring Common Stock Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| STSAX | Allspring Common Stock C | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| SCNSX | Allspring Common Stock Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| SCSRX | Allspring Common Stock R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 4 | 11 | 13 | 15 | X | Large Blend |
| EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 4 | 11 | 13 | 15 | X | Large Blend |
| EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 4 | 11 | 13 | 15 | X | Large Blend |
| EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 4 | 11 | 13 | 15 | X | Large Blend |
| EVSHX | Allspring Disciplined US Core R | Owns companies we recommend for divestment | 4 | 11 | 13 | 15 | X | Large Blend |
| EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 4 | 11 | 13 | 15 | X | Large Blend |
| EKOAX | Allspring Discovery All Cap Growth A | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | X | Large Growth |
| EOMYX | Allspring Discovery All Cap Growth Admin | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | X | Large Growth |
| EKOCX | Allspring Discovery All Cap Growth C | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | X | Large Growth |
| EKONX | Allspring Discovery All Cap Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | X | Large Growth |
| EKORX | Allspring Discovery All Cap Growth R | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | X | Large Growth |
| WFSTX | Allspring Discovery Innovation A | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Technology |
| WFTDX | Allspring Discovery Innovation Admin | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Technology |
| WFTCX | Allspring Discovery Innovation C | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Technology |
| WFTIX | Allspring Discovery Innovation Instl | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Technology |
| STAEX | Allspring Discovery Large Cap Gr A | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
| WECDX | Allspring Discovery Large Cap Gr Admin | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
| WECCX | Allspring Discovery Large Cap Gr C | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
| WFCIX | Allspring Discovery Large Cap Gr Inst | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
| WECRX | Allspring Discovery Large Cap Gr R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
| SENAX | Allspring Discovery Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| SEPKX | Allspring Discovery Mid Cap Growth Admin | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| WENCX | Allspring Discovery Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| WFEIX | Allspring Discovery Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| WENRX | Allspring Discovery Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| EGWDX | Allspring Discovery Small Cap Gr Adm | 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 |
| EGWAX | Allspring Discovery Small Cap Gr Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| EGRYX | Allspring Discovery Small Cap Gr Inst | 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 |
| WFDAX | Allspring Discovery SMID Cap Gr A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WFDDX | Allspring Discovery SMID Cap Gr Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WDSCX | Allspring Discovery SMID Cap Gr C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WFDSX | Allspring Discovery SMID Cap Gr Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WFDRX | Allspring Discovery SMID Cap Gr R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 4 | 5 | 2 | 9 | X | Moderately Aggressive Allocation |
| EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 4 | 5 | 2 | 9 | X | Moderately Aggressive Allocation |
| EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 4 | 5 | 2 | 9 | X | Moderately Aggressive Allocation |
| EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 4 | 5 | 2 | 9 | X | Moderately Aggressive Allocation |
| ADTAX | Allspring Dynamic Target 2065 A | Owns companies we recommend for divestment | 36 | 34 | 59 | 54 | X | Target-Date 2065+ |
| ADTDX | Allspring Dynamic Target 2065 Admin | Owns companies we recommend for divestment | 36 | 34 | 59 | 54 | X | Target-Date 2065+ |
| ADTCX | Allspring Dynamic Target 2065 C | Owns companies we recommend for divestment | 36 | 34 | 59 | 54 | X | Target-Date 2065+ |
| ADTYX | Allspring Dynamic Target 2065 R4 | Owns companies we recommend for divestment | 36 | 34 | 59 | 54 | X | Target-Date 2065+ |
| ADTZX | Allspring Dynamic Target 2065 R6 | Owns companies we recommend for divestment | 36 | 34 | 59 | 54 | X | Target-Date 2065+ |
| WEMAX | Allspring Emerging Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WFGDX | Allspring Emerging Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMCX | Allspring Emerging Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMIX | Allspring Emerging Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEGRX | Allspring Emerging Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EQIAX | Allspring Emerging Markets Eq Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQIDX | Allspring Emerging Markets Eq Inc Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQICX | Allspring Emerging Markets Eq Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQIIX | Allspring Emerging Markets Eq Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQIHX | Allspring Emerging Markets Eq Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQIRX | Allspring Emerging Markets Eq Inc R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGAX | Allspring Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGYX | Allspring Emerging Markets Equity Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGCX | Allspring Emerging Markets Equity C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGNX | Allspring Emerging Markets Equity Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGDX | Allspring Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| Allspring Factor Enhanced Em Mkt Eq | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| Allspring Factor Enhanced Intern Eq | Owns companies we recommend for divestment | 10 | 6 | 21 | 10 | X | Foreign Large Blend |
| Allspring Factor Enhanced Lrg Cp Eq | Owns companies we recommend for divestment | 19 | 22 | 30 | 35 | X | Large Blend |
| Allspring Factor Enhanced Small Cap Eq | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Small Blend |
| SGRAX | Allspring Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| SGRKX | Allspring Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| WGFCX | Allspring Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| SGRNX | Allspring Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| SGRHX | Allspring Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| WFILX | Allspring Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| WFIOX | Allspring Index Admin | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SFAAX | Allspring Index Asset Allocation A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Moderate Allocation |
| WFAIX | Allspring Index Asset Allocation Admin | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Moderate Allocation |
| WFALX | Allspring Index Asset Allocation C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Moderate Allocation |
| WFATX | Allspring Index Asset Allocation Instl | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Moderate Allocation |
| WFINX | Allspring Index C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| WFEAX | Allspring International Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
| WFEDX | Allspring International Equity Admin | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
| WFEFX | Allspring International Equity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
| WFENX | Allspring International Equity Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
| WFERX | Allspring International Equity R | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
| WFEHX | Allspring International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
| EGOAX | Allspring Large Cap Core A | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
| WFLLX | Allspring Large Cap Core Admin | 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 |
| EGOIX | Allspring Large Cap Core Inst | 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 |
| EGORX | Allspring Large Cap Core R6 | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
| STAFX | Allspring Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STDFX | Allspring Large Cap Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STOFX | Allspring Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STNFX | Allspring Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STMFX | Allspring Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| SLGRX | Allspring Large Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STFFX | Allspring Large Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 5 | 10 | 14 | 11 | X | Large Value |
| WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 5 | 10 | 14 | 11 | X | Large Value |
| WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 5 | 10 | 14 | 11 | X | Large Value |
| WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 5 | 10 | 14 | 11 | X | Large Value |
| WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 5 | 10 | 14 | 11 | X | Large Value |
| SOPVX | Allspring Opportunity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
| WOFDX | Allspring Opportunity Admin | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
| WFOPX | Allspring Opportunity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
| WOFNX | Allspring Opportunity Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
| WOFRX | Allspring Opportunity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
| EKWAX | Allspring Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWDX | Allspring Precious Metals Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWCX | Allspring Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWYX | Allspring Precious Metals Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKJAX | Allspring Premier Large Co Gr A | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| WFPDX | Allspring Premier Large Co Gr Adm | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| EKJCX | Allspring Premier Large Co Gr C | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| EKJYX | Allspring Premier Large Co Gr Inst | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| EKJRX | Allspring Premier Large Co Gr R4 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| EKJFX | Allspring Premier Large Co Gr R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| WFSMX | Allspring Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| WFSDX | Allspring Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| WSCDX | Allspring Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| WFSSX | Allspring Small Cap Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| WFSJX | Allspring Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| WFSAX | Allspring Small Company Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| NVSCX | Allspring Small Company Growth Admin | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSMCX | Allspring Small Company Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSCGX | Allspring Small Company Growth Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSCRX | Allspring Small Company Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| SCVAX | Allspring Small Company Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| SCVIX | Allspring Small Company Value Admin | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| SCVFX | Allspring Small Company Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| SCVNX | Allspring Small Company Value Inst | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| SCVJX | Allspring Small Company Value R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| EKGAX | Allspring Special Global Small Cap A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| EKGYX | Allspring Special Global Small Cap Admin | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| EKGCX | Allspring Special Global Small Cap C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| EKGIX | Allspring Special Global Small Cap Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| ASPAX | Allspring Special Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| ACPCX | Allspring Special Intl Sm Cp C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WICIX | Allspring Special Intl Sm Cp Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WICRX | Allspring Special Intl Sm Cp R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| EIVAX | Allspring Special Large Cap Value A | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| EIVDX | Allspring Special Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| EIVCX | Allspring Special Large Cap Value C | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| EIVIX | Allspring Special Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| EIVTX | Allspring Special Large Cap Value R | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| EIVFX | Allspring Special Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| WFPAX | Allspring Special Mid Cap Value A | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Value |
| WFMDX | Allspring Special Mid Cap Value Admin | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Value |
| WFPCX | Allspring Special Mid Cap Value C | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Value |
| WFMIX | Allspring Special Mid Cap Value Inst | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Value |
| WFHHX | Allspring Special Mid Cap Value R | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Value |
| WFPRX | Allspring Special Mid Cap Value R6 | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Value |
| ESPAX | Allspring Special Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPIX | Allspring Special Small Cap Value Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPCX | Allspring Special Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPNX | Allspring Special Small Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPHX | Allspring Special Small Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPRX | Allspring Special Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| Allspring U.S. REIT Portfolio | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
| EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
| EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
| EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
| ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| OEUR | ALPS O'Shares Europe Quality Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| OGIG | ALPS O'Shares Glbl Internet Gnts ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Technology |
| OUSA | ALPS O'Shares US Quality Div ETF | Owns companies we recommend for divestment | 6 | 6 | 9 | 10 | X | Large Value |
| OUSM | ALPS O'Shares US Sm-Cp Qul Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
| INAAX | ALPS/Kotak India ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INFCX | ALPS/Kotak India ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDIX | ALPS/Kotak India ESG I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDSX | ALPS/Kotak India ESG II | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDAX | ALPS/Kotak India ESG Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| AMIDX | Amana Developing World Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| AMDWX | Amana Developing World Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| AMIGX | Amana Growth Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
| AMAGX | Amana Growth Investor | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
| AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | V | Large Blend |
| AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | V | Large Blend |
| ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
| AVASX | American Beacon Large Cap Value Adv | 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 |
| AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
| AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
| AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
| ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
| AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| ABINX | American Century Balanced I | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Moderate Allocation |
| TWBIX | American Century Balanced Inv | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Moderate Allocation |
| ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Moderate Allocation |
| ADCVX | American Century Disciplined Growth A | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
| ADCCX | American Century Disciplined Growth C | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
| ACDFX | American Century Disciplined Growth G | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
| ADCIX | American Century Disciplined Growth I | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
| ADSIX | American Century Disciplined Growth Inv | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
| ADRRX | American Century Disciplined Growth R | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
| ADGGX | American Century Disciplined Growth R5 | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
| ADCYX | American Century Disciplined Growth Y | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
| AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 3 | 11 | 10 | 13 | X | Large Value |
| ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 3 | 11 | 10 | 13 | X | Large Value |
| AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 3 | 11 | 10 | 13 | X | Large Value |
| BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 3 | 11 | 10 | 13 | X | Large Value |
| AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 3 | 11 | 10 | 13 | X | Large Value |
| AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 3 | 11 | 10 | 13 | X | Large Value |
| AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECHX | American Century Emerg Mkts Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECVX | American Century Emerg Mkts Sm Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECMX | American Century Emerg Mkts Sm Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECTX | American Century Emerg Mkts Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEMMX | American Century Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ACECX | American Century Emerging Markets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ACADX | American Century Emerging Markets G | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AMKIX | American Century Emerging Markets I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TWMIX | American Century Emerging Markets Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMRX | American Century Emerging Markets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEGMX | American Century Emerging Markets R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEDMX | American Century Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEYMX | American Century Emerging Markets Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 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 |
| BEQAX | American Century Equity Growth A | Owns companies we recommend for divestment | 4 | 9 | 16 | 13 | X | Large Blend |
| AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 4 | 9 | 16 | 13 | X | Large Blend |
| AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 4 | 9 | 16 | 13 | X | Large Blend |
| BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 4 | 9 | 16 | 13 | X | Large Blend |
| AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 4 | 9 | 16 | 13 | X | Large Blend |
| AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 4 | 9 | 16 | 13 | X | Large Blend |
| TWEAX | American Century Equity Income A | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
| AEYIX | American Century Equity Income C | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
| AEIMX | American Century Equity Income G | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
| ACIIX | American Century Equity Income I | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
| TWEIX | American Century Equity Income Inv | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
| AEURX | American Century Equity Income R | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
| AEIUX | American Century Equity Income R5 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
| AEUDX | American Century Equity Income R6 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
| AEIYX | American Century Equity Income Y | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
| FDG | American Century Foc Dynmc Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| FLV | American Century Foc Lrg Cp Val ETF | Owns companies we recommend for divestment | 1 | 5 | 4 | 5 | X | Large Value |
| ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| AGGRX | American Century Focused Global Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AGLCX | American Century Focused Global Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AGGIX | American Century Focused Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| TWGGX | American Century Focused Global Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AGORX | American Century Focused Global Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AGFGX | American Century Focused Global Gr R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AGGDX | American Century Focused Global Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AGYGX | American Century Focused Global Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
| AFCLX | American Century Focused Intl Gr A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFCHX | American Century Focused Intl Gr C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFCGX | American Century Focused Intl Gr G | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFCSX | American Century Focused Intl Gr I | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFCNX | American Century Focused Intl Gr Inv | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFCWX | American Century Focused Intl Gr R | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFCMX | American Century Focused Intl Gr R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign 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 |
| ACFLX | American Century Focused Lg Cap Val G | 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 |
| 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 |
| ALVGX | American Century Focused Lg Cap Val R5 | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| ALVDX | American Century Focused Lg Cap Val R6 | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AGCLX | American Century Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| AGCHX | American Century Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| AGCSX | American Century Global Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| AGCVX | American Century Global Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| AGCWX | American Century Global Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| AGCTX | American Century Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| TCRAX | American Century Growth A | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| TWRCX | American Century Growth C | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| ACIHX | American Century Growth G | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| TWGIX | American Century Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| TWCGX | American Century Growth Inv | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| AGWRX | American Century Growth R | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| AGWUX | American Century Growth R5 | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| AGRDX | American Century Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| AGYWX | American Century Growth Y | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | 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 |
| AHGCX | American Century Heritage C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ACILX | American Century Heritage G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHIX | American Century Heritage I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TWHIX | American Century Heritage Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHWX | American Century Heritage R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHGX | American Century Heritage R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHDX | American Century Heritage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHYX | American Century Heritage Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TWGAX | American Century International Gr A | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| AIWCX | American Century International Gr C | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| ACAEX | American Century International Gr G | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| TGRIX | American Century International Gr I | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| TWIEX | American Century International Gr Inv | 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 |
| ATGGX | American Century International Gr R5 | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| ATGDX | American Century International Gr R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| ATYGX | American Century International Gr Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| AIVOX | American Century International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIOCX | American Century International Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACIOX | American Century International Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIOIX | American Century International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIORX | American Century International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| MEQAX | American Century International Val A | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
| ACCOX | American Century International Val C | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
| ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
| ACVRX | American Century International Val R | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
| ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
| ACAFX | American Century International Value G | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
| ACVUX | American Century International Value I | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | 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 |
| LVOL | American Century Low Volatility ETF | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| MID | American Century Mid Cap Gr Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| ACLAX | American Century Mid Cap Value A | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
| ACCLX | American Century Mid Cap Value C | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
| ACIPX | American Century Mid Cap Value G | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
| AVUAX | American Century Mid Cap Value I | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
| ACMVX | American Century Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
| AMVRX | American Century Mid Cap Value R | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
| AMVGX | American Century Mid Cap Value R5 | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
| AMDVX | American Century Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
| AMVYX | American Century Mid Cap Value Y | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap 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 |
| ANTGX | American Century Non-US Intrs Val G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANVHX | American Century Non-US Intrs Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANVRX | American Century Non-US Intrs Val R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANTUX | American Century Non-US IntrsVal Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| QINT | American Century Quality Dvrs Intl ETF | Owns companies we recommend for divestment | 9 | 4 | 13 | 3 | X | Foreign Large Blend |
| AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REAIX | American Century Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REACX | American Century Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TWCAX | American Century Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ACSLX | American Century Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| TWSIX | American Century Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| TWCIX | American Century Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASERX | American Century Select R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASLGX | American Century Select R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASLWX | American Century Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| AMAHX | American Century Small Cap Dividend A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AMALX | American Century Small Cap Dividend G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AMAFX | American Century Small Cap Dividend I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AMAEX | American Century Small Cap Dividend Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AMAJX | American Century Small Cap Dividend R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AMAKX | American Century Small Cap Dividend R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| ANOAX | American Century Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| ANOCX | American Century Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| ANOHX | American Century Small Cap Growth G | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| ANONX | American Century Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| ANOIX | American Century Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| ANORX | American Century Small Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| ANOGX | American Century Small Cap Growth R5 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| ANODX | American Century Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| ANOYX | American Century Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| ACSCX | American Century Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVNX | American Century Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVHX | American Century Small Cap Value G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ACVIX | American Century Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVIX | American Century Small Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVRX | American Century Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVGX | American Century Small Cap Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVDX | American Century Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVYX | American Century Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASQAX | American Century Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| ASQCX | American Century Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| ASCQX | American Century Small Company I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| ASQIX | American Century Small Company Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| ASCRX | American Century Small Company R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| ASQGX | American Century Small Company R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| VALQ | American Century STOXX US Qlty Val ETF | Owns companies we recommend for divestment | 9 | 9 | 17 | 15 | X | Large Value |
| AFDAX | American Century Sustainable Equity A | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
| AFDCX | American Century Sustainable Equity C | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
| ESGA | American Century Sustainable Equity ETF | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
| AFEGX | American Century Sustainable Equity G | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
| AFEIX | American Century Sustainable Equity I | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
| AFDIX | American Century Sustainable Equity Inv | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
| AFDRX | American Century Sustainable Equity R | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
| AFDGX | American Century Sustainable Equity R5 | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
| AFEDX | American Century Sustainable Equity R6 | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
| AFYDX | American Century Sustainable Equity Y | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
| ESGY | American Century Sustainable Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 7 | V | Large Growth |
| TWUAX | American Century Ultra® A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| QGRO | American Century US Quality Growth ETF | Owns companies we recommend for divestment | 5 | 3 | 8 | 8 | X | Large Growth |
| BULIX | American Century Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| TWADX | American Century Value A | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| ACLCX | American Century Value C | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| AVLIX | American Century Value I | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| AVURX | American Century Value R | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| AVUYX | American Century Value Y | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| FAETX | American Funds 2030 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| FBETX | American Funds 2030 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| FCETX | American Funds 2030 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| RAETX | American Funds 2030 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| RBETX | American Funds 2030 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| RBEEX | American Funds 2030 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| RCETX | American Funds 2030 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| RDETX | American Funds 2030 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| REETX | American Funds 2030 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| RHETX | American Funds 2030 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| RFETX | American Funds 2030 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
| AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| FAQTX | American Funds 2035 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| FBFTX | American Funds 2035 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| FDFTX | American Funds 2035 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| RAFTX | American Funds 2035 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| RBFTX | American Funds 2035 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| RBEFX | American Funds 2035 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| RCFTX | American Funds 2035 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| RDFTX | American Funds 2035 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| REFTX | American Funds 2035 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| RHFTX | American Funds 2035 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| RFFTX | American Funds 2035 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
| AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| FAUTX | American Funds 2040 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| FBGTX | American Funds 2040 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| FCGTX | American Funds 2040 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| RAKTX | American Funds 2040 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| RBKTX | American Funds 2040 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| RBEKX | American Funds 2040 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| RCKTX | American Funds 2040 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| RDGTX | American Funds 2040 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| REGTX | American Funds 2040 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| RHGTX | American Funds 2040 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| RFGTX | American Funds 2040 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
| AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| FATTX | American Funds 2045 Trgt Date Retire F1 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| FBHTX | American Funds 2045 Trgt Date Retire F2 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| FCHTX | American Funds 2045 Trgt Date Retire F3 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| RAHTX | American Funds 2045 Trgt Date Retire R1 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| RBHTX | American Funds 2045 Trgt Date Retire R2 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| RBHHX | American Funds 2045 Trgt Date Retire R2E | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| RCHTX | American Funds 2045 Trgt Date Retire R3 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| RDHTX | American Funds 2045 Trgt Date Retire R4 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| REHTX | American Funds 2045 Trgt Date Retire R5 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| RHHTX | American Funds 2045 Trgt Date Retire R5E | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| RFHTX | American Funds 2045 Trgt Date Retire R6 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
| AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| FAITX | American Funds 2050 Trgt Date Retire F1 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| FBITX | American Funds 2050 Trgt Date Retire F2 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| RAITX | American Funds 2050 Trgt Date Retire R1 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| RBITX | American Funds 2050 Trgt Date Retire R2 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| RBHEX | American Funds 2050 Trgt Date Retire R2E | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| RCITX | American Funds 2050 Trgt Date Retire R3 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| RDITX | American Funds 2050 Trgt Date Retire R4 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| REITX | American Funds 2050 Trgt Date Retire R5 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| RHITX | American Funds 2050 Trgt Date Retire R5E | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| RFITX | American Funds 2050 Trgt Date Retire R6 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
| AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| FAJTX | American Funds 2055 Trgt Date Retire F1 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| FBJTX | American Funds 2055 Trgt Date Retire F2 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| FCJTX | American Funds 2055 Trgt Date Retire F3 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| RAMTX | American Funds 2055 Trgt Date Retire R1 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| RBMTX | American Funds 2055 Trgt Date Retire R2 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| RBEMX | American Funds 2055 Trgt Date Retire R2E | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| RCMTX | American Funds 2055 Trgt Date Retire R3 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| RDJTX | American Funds 2055 Trgt Date Retire R4 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| REKTX | American Funds 2055 Trgt Date Retire R5 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| RHJTX | American Funds 2055 Trgt Date Retire R5E | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| RFKTX | American Funds 2055 Trgt Date Retire R6 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
| AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| FAWTX | American Funds 2060 Trgt Date Retire F1 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| FBKTX | American Funds 2060 Trgt Date Retire F2 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| FCKTX | American Funds 2060 Trgt Date Retire F3 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| RANTX | American Funds 2060 Trgt Date Retire R1 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| RBNTX | American Funds 2060 Trgt Date Retire R2 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| RBENX | American Funds 2060 Trgt Date Retire R2E | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| RCNTX | American Funds 2060 Trgt Date Retire R3 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| RDKTX | American Funds 2060 Trgt Date Retire R4 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| REMTX | American Funds 2060 Trgt Date Retire R5 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| RHKTX | American Funds 2060 Trgt Date Retire R5E | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| RFUTX | American Funds 2060 Trgt Date Retire R6 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
| AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| FAXTX | American Funds 2065 Trgt Date Retire F1 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| FBMTX | American Funds 2065 Trgt Date Retire F2 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| FCQTX | American Funds 2065 Trgt Date Retire F3 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| RAQTX | American Funds 2065 Trgt Date Retire R1 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| RBOTX | American Funds 2065 Trgt Date Retire R2 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| RBEOX | American Funds 2065 Trgt Date Retire R2E | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| RCPTX | American Funds 2065 Trgt Date Retire R3 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| RDLTX | American Funds 2065 Trgt Date Retire R4 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| REOTX | American Funds 2065 Trgt Date Retire R5 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| RHLTX | American Funds 2065 Trgt Date Retire R5E | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| RFVTX | American Funds 2065 Trgt Date Retire R6 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
| FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
| FBAFX | American Funds American Balanced 529-F-2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| FBONX | American Funds American Balanced 529-F-3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| CLBAX | American Funds American Balanced 529A | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| CLBCX | American Funds American Balanced 529C | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| CLBEX | American Funds American Balanced 529E | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| CLBFX | American Funds American Balanced 529F | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| ABALX | American Funds American Balanced A | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| BALCX | American Funds American Balanced C | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| BALFX | American Funds American Balanced F1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| AMBFX | American Funds American Balanced F2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| AFMBX | American Funds American Balanced F3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| RLBAX | American Funds American Balanced R1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| RLBBX | American Funds American Balanced R2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| RAMHX | American Funds American Balanced R2E | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| RLBCX | American Funds American Balanced R3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| RLBEX | American Funds American Balanced R4 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| RLBFX | American Funds American Balanced R5 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| RLEFX | American Funds American Balanced R5E | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| RLBGX | American Funds American Balanced R6 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
| FFMMX | American Funds American Mutual 529-F-2 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| FFFMX | American Funds American Mutual 529-F-3 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| RMFAX | American Funds American Mutual R1 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| RMFBX | American Funds American Mutual R2 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| RMEBX | American Funds American Mutual R2E | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| RMFCX | American Funds American Mutual R3 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| RMFEX | American Funds American Mutual R4 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| RMFFX | American Funds American Mutual R5 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| RMFHX | American Funds American Mutual R5E | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| RMFGX | American Funds American Mutual R6 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
| CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| FBCIX | American Funds Capital Income Bldr 529F2 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| FWCBX | American Funds Capital Income Bldr 529F3 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| RIRAX | American Funds Capital Income Bldr R1 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| RIRBX | American Funds Capital Income Bldr R2 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| RCEEX | American Funds Capital Income Bldr R2E | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| RIRCX | American Funds Capital Income Bldr R3 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| RIREX | American Funds Capital Income Bldr R4 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| RIRFX | American Funds Capital Income Bldr R5 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| RIRHX | American Funds Capital Income Bldr R5E | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| RIRGX | American Funds Capital Income Bldr R6 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CWIAX | American Funds Capital World Gr&Inc 529A | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| CWICX | American Funds Capital World Gr&Inc 529C | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| CWIEX | American Funds Capital World Gr&Inc 529E | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| CWIFX | American Funds Capital World Gr&Inc 529F | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| CWGIX | American Funds Capital World Gr&Inc A | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| CWGCX | American Funds Capital World Gr&Inc C | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| CWGFX | American Funds Capital World Gr&Inc F1 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| WGIFX | American Funds Capital World Gr&Inc F2 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| FWGIX | American Funds Capital World Gr&Inc F3 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| RWIAX | American Funds Capital World Gr&Inc R1 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| RWIBX | American Funds Capital World Gr&Inc R2 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| RWBEX | American Funds Capital World Gr&Inc R2E | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| RWICX | American Funds Capital World Gr&Inc R3 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| RWIEX | American Funds Capital World Gr&Inc R4 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| RWIFX | American Funds Capital World Gr&Inc R5 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| RWIHX | American Funds Capital World Gr&Inc R5E | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| RWIGX | American Funds Capital World Gr&Inc R6 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| FCWGX | American Funds Capital World Gr&Inc529F2 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| FWCGX | American Funds Capital World Gr&Inc529F3 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
| FWDDX | American Funds Dvlpg Wld Gr&Inc 529-F-2 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| FWDGX | American Funds Dvlpg Wld Gr&Inc 529-F-3 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| CDWAX | American Funds Dvlpg Wld Gr&Inc 529A | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| CDWCX | American Funds Dvlpg Wld Gr&Inc 529C | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| CDWEX | American Funds Dvlpg Wld Gr&Inc 529E | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| CDWFX | American Funds Dvlpg Wld Gr&Inc 529F1 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| DWGAX | American Funds Dvlpg Wld Gr&Inc A | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| DWGCX | American Funds Dvlpg Wld Gr&Inc C | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| DWGFX | American Funds Dvlpg Wld Gr&Inc F1 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| DWGHX | American Funds Dvlpg Wld Gr&Inc F2 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| FDWGX | American Funds Dvlpg Wld Gr&Inc F3 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| RDWAX | American Funds Dvlpg Wld Gr&Inc R1 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| RDWBX | American Funds Dvlpg Wld Gr&Inc R2 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| RDEGX | American Funds Dvlpg Wld Gr&Inc R2E | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| RDWCX | American Funds Dvlpg Wld Gr&Inc R3 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| RDWEX | American Funds Dvlpg Wld Gr&Inc R4 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| RDWFX | American Funds Dvlpg Wld Gr&Inc R5 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| RDWHX | American Funds Dvlpg Wld Gr&Inc R5E | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| RDWGX | American Funds Dvlpg Wld Gr&Inc R6 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
| 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 |
| FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| FEPUX | American Funds Europacific Growth 529F3 | 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 |
| AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| AEGFX | American Funds Europacific Growth F1 | 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 |
| FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| FFXFX | American Funds Fundamental Invs 529-F-2 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| FEEFX | American Funds Fundamental Invs 529-F-3 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| FINFX | American Funds Fundamental Invs F2 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| FUNFX | American Funds Fundamental Invs F3 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| RFNAX | American Funds Fundamental Invs R1 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| RFNBX | American Funds Fundamental Invs R2 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| RFEBX | American Funds Fundamental Invs R2E | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| RFNCX | American Funds Fundamental Invs R3 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| RFNEX | American Funds Fundamental Invs R4 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| RFNFX | American Funds Fundamental Invs R5 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| RFNHX | American Funds Fundamental Invs R5E | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| RFNGX | American Funds Fundamental Invs R6 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
| FFGGX | American Funds Global Balanced 529-F-2 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| FFBGX | American Funds Global Balanced 529-F-3 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| GBLAX | American Funds Global Balanced A | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| GBLCX | American Funds Global Balanced C | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| GBLEX | American Funds Global Balanced F1 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| GBLFX | American Funds Global Balanced F2 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| GFBLX | American Funds Global Balanced F3 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| RGBLX | American Funds Global Balanced R1 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| RGBBX | American Funds Global Balanced R2 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| RGGHX | American Funds Global Balanced R2E | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| RGBCX | American Funds Global Balanced R3 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| RGBEX | American Funds Global Balanced R4 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| RGBFX | American Funds Global Balanced R5 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| RGBHX | American Funds Global Balanced R5E | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| RGBGX | American Funds Global Balanced R6 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
| CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| RGLAX | American Funds Global Insight R-1 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| RGLBX | American Funds Global Insight R-2 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| RGLHX | American Funds Global Insight R-2E | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| RGLDX | American Funds Global Insight R-3 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| RGLEX | American Funds Global Insight R-4 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| RGLFX | American Funds Global Insight R-5 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| RGLJX | American Funds Global Insight R-5E | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| RGLGX | American Funds Global Insight R-6 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
| CGFAX | American Funds Growth Fund of Amer 529A | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| CGFCX | American Funds Growth Fund of Amer 529C | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| CGFEX | American Funds Growth Fund of Amer 529E | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| CGFFX | American Funds Growth Fund of Amer 529F | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| FAFGX | American Funds Growth Fund of Amer 529F2 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| FFAFX | American Funds Growth Fund of Amer 529F3 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| AGTHX | American Funds Growth Fund of Amer A | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| GFACX | American Funds Growth Fund of Amer C | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| GFAFX | American Funds Growth Fund of Amer F1 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| GFFFX | American Funds Growth Fund of Amer F2 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| GAFFX | American Funds Growth Fund of Amer F3 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| RGAAX | American Funds Growth Fund of Amer R1 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| RGABX | American Funds Growth Fund of Amer R2 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| RGEBX | American Funds Growth Fund of Amer R2E | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| RGACX | American Funds Growth Fund of Amer R3 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| RGAEX | American Funds Growth Fund of Amer R4 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| RGAFX | American Funds Growth Fund of Amer R5 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| RGAHX | American Funds Growth Fund of Amer R5E | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| RGAGX | American Funds Growth Fund of Amer R6 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
| CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| FAIFX | American Funds Income Fund of Amer 529F2 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| FFIFX | American Funds Income Fund of Amer 529F3 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| AMECX | American Funds Income Fund of Amer A | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| IFACX | American Funds Income Fund of Amer C | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| IFAFX | American Funds Income Fund of Amer F1 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| AMEFX | American Funds Income Fund of Amer F2 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| FIFAX | American Funds Income Fund of Amer F3 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| RIDAX | American Funds Income Fund of Amer R1 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| RIDBX | American Funds Income Fund of Amer R2 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| RIEBX | American Funds Income Fund of Amer R2E | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| RIDCX | American Funds Income Fund of Amer R3 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| RIDEX | American Funds Income Fund of Amer R4 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| RIDFX | American Funds Income Fund of Amer R5 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| RIDHX | American Funds Income Fund of Amer R5E | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| RIDGX | American Funds Income Fund of Amer R6 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
| CIVAX | American Funds International Vntg 529-A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| CIVBX | American Funds International Vntg 529-C | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| CIVCX | American Funds International Vntg 529-E | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| CIVGX | American Funds International Vntg 529-F2 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| CIVHX | American Funds International Vntg 529-F3 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| CIVKX | American Funds International Vntg 529F-1 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| AIVBX | American Funds International Vntg A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| AIVCX | American Funds International Vntg C | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| AIVEX | American Funds International Vntg F-1 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| AIVFX | American Funds International Vntg F-2 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| AIVGX | American Funds International Vntg F-3 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| RIVAX | American Funds International Vntg R-1 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| RIVDX | American Funds International Vntg R-2 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| RIVHX | American Funds International Vntg R-2E | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| RIVIX | American Funds International Vntg R-3 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| RIVKX | American Funds International Vntg R-4 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| RIVLX | American Funds International Vntg R-5 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| RIVJX | American Funds International Vntg R-5E | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| RIVGX | American Funds International Vntg R-6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
| CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| IGAAX | American Funds Intl Gr and Inc A | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| IGICX | American Funds Intl Gr and Inc C | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| IGIFX | American Funds Intl Gr and Inc F1 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| IGFFX | American Funds Intl Gr and Inc F2 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| IGAIX | American Funds Intl Gr and Inc F3 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| RIGAX | American Funds Intl Gr and Inc R1 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| RIGBX | American Funds Intl Gr and Inc R2 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| RIIEX | American Funds Intl Gr and Inc R2E | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| RGICX | American Funds Intl Gr and Inc R3 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| RIGEX | American Funds Intl Gr and Inc R4 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| RIGFX | American Funds Intl Gr and Inc R5 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| RIGIX | American Funds Intl Gr and Inc R5E | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| RIGGX | American Funds Intl Gr and Inc R6 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| FGGGX | American Funds Intl Gr and Inc529-F-2 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| FGIGX | American Funds Intl Gr and Inc529-F-3 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
| FCIAX | American Funds Invmt Co of Amer 529-F-2 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| FAOOX | American Funds Invmt Co of Amer 529-F-3 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| CICAX | American Funds Invmt Co of Amer 529A | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| CICCX | American Funds Invmt Co of Amer 529C | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| CICEX | American Funds Invmt Co of Amer 529E | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| CICFX | American Funds Invmt Co of Amer 529F | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| AIVSX | American Funds Invmt Co of Amer A | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| AICCX | American Funds Invmt Co of Amer C | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| AICFX | American Funds Invmt Co of Amer F1 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| ICAFX | American Funds Invmt Co of Amer F2 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| FFICX | American Funds Invmt Co of Amer F3 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| RICAX | American Funds Invmt Co of Amer R1 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| RICBX | American Funds Invmt Co of Amer R2 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| RIBEX | American Funds Invmt Co of Amer R2E | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| RICCX | American Funds Invmt Co of Amer R3 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| RICEX | American Funds Invmt Co of Amer R4 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| RICFX | American Funds Invmt Co of Amer R5 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| RICHX | American Funds Invmt Co of Amer R5E | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| RICGX | American Funds Invmt Co of Amer R6 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
| FNEEX | American Funds New Economy 529-F-2 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| FNNEX | American Funds New Economy 529-F-3 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| 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 |
| 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 |
| NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| FNEFX | American Funds New Economy F3 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| FFPNX | American Funds New Perspective 529-F-2 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| FNFPX | American Funds New Perspective 529-F-3 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| CNPAX | American Funds New Perspective 529A | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| CNPCX | American Funds New Perspective 529C | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| CNPEX | American Funds New Perspective 529E | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| CNPFX | American Funds New Perspective 529F | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| ANWPX | American Funds New Perspective A | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| NPFCX | American Funds New Perspective C | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| NPFFX | American Funds New Perspective F1 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| ANWFX | American Funds New Perspective F2 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| FNPFX | American Funds New Perspective F3 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| RNPAX | American Funds New Perspective R1 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| RNPBX | American Funds New Perspective R2 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| RPEBX | American Funds New Perspective R2E | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| RNPCX | American Funds New Perspective R3 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| RNPEX | American Funds New Perspective R4 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| RNPFX | American Funds New Perspective R5 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| RNPHX | American Funds New Perspective R5E | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| RNPGX | American Funds New Perspective R6 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
| FNFWX | American Funds New World 529-F-2 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| FWWNX | American Funds New World 529-F-3 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWAX | American Funds New World 529A | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWCX | American Funds New World 529C | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWEX | American Funds New World 529E | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWFX | American Funds New World 529F | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| NEWFX | American Funds New World A | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| NEWCX | American Funds New World C | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| NWFFX | American Funds New World F1 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| NFFFX | American Funds New World F2 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| FNWFX | American Funds New World F3 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWAX | American Funds New World R1 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWBX | American Funds New World R2 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| RNEBX | American Funds New World R2E | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWCX | American Funds New World R3 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWEX | American Funds New World R4 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWFX | American Funds New World R5 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWHX | American Funds New World R5E | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWGX | American Funds New World R6 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
| FSWFX | American Funds SMALLCAP World 529-F-2 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| FSFWX | American Funds SMALLCAP World 529-F-3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| CSPAX | American Funds SMALLCAP World 529A | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| CSPCX | American Funds SMALLCAP World 529C | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| CSPEX | American Funds SMALLCAP World 529E | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| CSPFX | American Funds SMALLCAP World 529F | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| SMCWX | American Funds SMALLCAP World A | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| SCWCX | American Funds SMALLCAP World C | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| SCWFX | American Funds SMALLCAP World F1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| SMCFX | American Funds SMALLCAP World F2 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| SFCWX | American Funds SMALLCAP World F3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| RSLAX | American Funds SMALLCAP World R1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| RSLBX | American Funds SMALLCAP World R2 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| RSEBX | American Funds SMALLCAP World R2E | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| RSLCX | American Funds SMALLCAP World R3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| RSLEX | American Funds SMALLCAP World R4 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| RSLFX | American Funds SMALLCAP World R5 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| RSLDX | American Funds SMALLCAP World R5E | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| RLLGX | American Funds SMALLCAP World R6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
| FWMMX | American Funds Washington Mutual 529-F-2 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| FWWMX | American Funds Washington Mutual 529-F-3 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| CWMAX | American Funds Washington Mutual 529A | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| CWMCX | American Funds Washington Mutual 529C | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| CWMEX | American Funds Washington Mutual 529E | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| CWMFX | American Funds Washington Mutual 529F1 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| AWSHX | American Funds Washington Mutual A | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| WSHCX | American Funds Washington Mutual C | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| WSHFX | American Funds Washington Mutual F1 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| WMFFX | American Funds Washington Mutual F2 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| FWMIX | American Funds Washington Mutual F3 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| RWMAX | American Funds Washington Mutual R1 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| RWMBX | American Funds Washington Mutual R2 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| RWEBX | American Funds Washington Mutual R2E | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| RWMCX | American Funds Washington Mutual R3 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| RWMEX | American Funds Washington Mutual R4 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| RWMFX | American Funds Washington Mutual R5 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| RWMHX | American Funds Washington Mutual R5E | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| RWMGX | American Funds Washington Mutual R6 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
| BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| BATT | Amplify Lithium & Battery Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Natural Resources |
| APPIX | Appleseed Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Allocation |
| APPLX | Appleseed Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Allocation |
| ARAIX | Ariel Fund Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| ARGFX | Ariel Fund Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 7 | X | Technology |
| 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 |
| IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 9 | 2 | X | Technology |
| ARKW | ARK Next Generation Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Technology |
| ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 5 | 1 | 5 | 10 | X | Technology |
| APDYX | Artisan Developing World Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APHYX | Artisan Developing World Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ARTYX | Artisan Developing World Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APDTX | Artisan Focus Fund Advisor | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Large Growth |
| APHTX | Artisan Focus Fund Institutional | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Large Growth |
| ARTTX | Artisan Focus Fund Investor | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Large Growth |
| APDDX | Artisan Global Discovery Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Global Small/Mid Stock |
| APHDX | Artisan Global Discovery Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Global Small/Mid Stock |
| APFDX | Artisan Global Discovery Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Global Small/Mid Stock |
| APDHX | Artisan Global Equity Advisor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Global Large-Stock Growth |
| APHHX | Artisan Global Equity Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Global Large-Stock Growth |
| ARTHX | Artisan Global Equity Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Global Large-Stock Growth |
| APDRX | Artisan Global Opportunities Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
| APHRX | Artisan Global Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
| ARTRX | Artisan Global Opportunities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
| APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
| APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
| ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
| APDIX | Artisan International Advisor | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Foreign Large Growth |
| ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| ARHBX | Artisan International Explorer Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| APHIX | Artisan International Institutional | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Foreign Large Growth |
| ARTIX | Artisan International Investor | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | 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 |
| APHJX | Artisan International Small-Mid Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| ARTJX | Artisan International Small-Mid Investor | 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 |
| APHKX | Artisan International Value Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| ARTKX | Artisan International Value Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| APDMX | Artisan Mid Cap Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| APHMX | Artisan Mid Cap Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| ARTMX | Artisan Mid Cap Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
| APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
| ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
| APDNX | Artisan Select Equity Advisor | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Blend |
| APHNX | Artisan Select Equity Institutional | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Blend |
| ARTNX | Artisan Select Equity Investor | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Blend |
| APDSX | Artisan Small Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| APHSX | Artisan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| APDEX | Artisan Sustainable Emerging Markets Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APHEX | Artisan Sustainable Emerging Mkts Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ARTZX | Artisan Sustainable Emerging Mkts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APDLX | Artisan Value Advisor | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Large Value |
| APDWX | Artisan Value Income Advisor | Owns companies we recommend for divestment | 2 | 4 | 1 | 6 | X | Large Value |
| APHWX | Artisan Value Income Institutional | Owns companies we recommend for divestment | 2 | 4 | 1 | 6 | X | Large Value |
| APFWX | Artisan Value Income Investor | Owns companies we recommend for divestment | 2 | 4 | 1 | 6 | X | Large Value |
| APHLX | Artisan Value Institutional | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Large Value |
| ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Large Value |
| ESAGX | Ashmore Emerging Markets Equity ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESCGX | Ashmore Emerging Markets Equity ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESIGX | Ashmore Emerging Markets Equity ESG Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | V | Large Blend |
| AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | V | Diversified Emerging Mkts |
| AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 18 | 7 | 34 | 13 | V | Foreign Large Blend |
| AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 16 | 25 | 27 | 40 | V | Large Blend |
| CHGX | AXS Change Finance ESG ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 11 | V | Large Blend |
| NXTE | AXS Green Alpha ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Large-Stock Blend |
| ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BGHBX | Baillie Gifford Health Inn Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| BGHDX | Baillie Gifford Health Inn Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| BGITX | Baillie Gifford International Alpha 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIFX | Baillie Gifford International Alpha 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIUX | Baillie Gifford International Alpha 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIVX | Baillie Gifford International Alpha 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BINSX | Baillie Gifford International Alpha I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIKX | Baillie Gifford International Alpha K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BARIX | Baron Asset Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BARUX | Baron Asset R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BARAX | Baron Asset Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BGRIX | Baron Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BGRUX | Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BGRFX | Baron Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BVSIX | Baywood Socially Responsible Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Value |
| IRCSX | Bernstein International Small Cap SCB | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| STESX | Bernstein International Strat Eqs SCB | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| SCRSX | Bernstein Small Cap Core SCB | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
| BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BLSKX | BlackRock Advantage Emerging Mkts K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MAGCX | BlackRock Advantage Global Institutional | Owns companies we recommend for divestment | 9 | 15 | 28 | 24 | X | Global Large-Stock Blend |
| MDGCX | BlackRock Advantage Global Investor A | Owns companies we recommend for divestment | 9 | 15 | 28 | 24 | X | Global Large-Stock Blend |
| MCGCX | BlackRock Advantage Global Investor C | Owns companies we recommend for divestment | 9 | 15 | 28 | 24 | X | Global Large-Stock Blend |
| MKGCX | BlackRock Advantage Global K | Owns companies we recommend for divestment | 9 | 15 | 28 | 24 | X | Global Large-Stock Blend |
| MRGSX | BlackRock Advantage Global R | Owns companies we recommend for divestment | 9 | 15 | 28 | 24 | X | Global Large-Stock Blend |
| BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 9 | 4 | 19 | 11 | X | Foreign Large Blend |
| BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 9 | 4 | 19 | 11 | X | Foreign Large Blend |
| BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 9 | 4 | 19 | 11 | X | Foreign Large Blend |
| BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 9 | 4 | 19 | 11 | X | Foreign Large Blend |
| BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 9 | 4 | 19 | 11 | X | Foreign Large Blend |
| MALRX | BlackRock Advantage Large Cap Core Instl | Owns companies we recommend for divestment | 5 | 12 | 13 | 18 | X | Large Blend |
| MDLRX | BlackRock Advantage Large Cap Core Inv A | Owns companies we recommend for divestment | 5 | 12 | 13 | 18 | X | Large Blend |
| MCLRX | BlackRock Advantage Large Cap Core Inv C | Owns companies we recommend for divestment | 5 | 12 | 13 | 18 | X | Large Blend |
| MLRKX | BlackRock Advantage Large Cap Core K | Owns companies we recommend for divestment | 5 | 12 | 13 | 18 | X | Large Blend |
| MRLRX | BlackRock Advantage Large Cap Core R | Owns companies we recommend for divestment | 5 | 12 | 13 | 18 | X | Large Blend |
| CMVIX | BlackRock Advantage Large Cap Gr Instl | Owns companies we recommend for divestment | 3 | 6 | 9 | 10 | X | Large Growth |
| BMCAX | BlackRock Advantage Large Cap Gr Inv A | Owns companies we recommend for divestment | 3 | 6 | 9 | 10 | X | Large Growth |
| BMCCX | BlackRock Advantage Large Cap Gr Inv C | Owns companies we recommend for divestment | 3 | 6 | 9 | 10 | X | Large Growth |
| BMCKX | BlackRock Advantage Large Cap Gr K | Owns companies we recommend for divestment | 3 | 6 | 9 | 10 | X | Large Growth |
| BMCRX | BlackRock Advantage Large Cap Gr R | Owns companies we recommend for divestment | 3 | 6 | 9 | 10 | X | Large Growth |
| MALVX | BlackRock Advantage Large Cap Val Instl | Owns companies we recommend for divestment | 8 | 12 | 14 | 19 | X | Large Value |
| MDLVX | BlackRock Advantage Large Cap Val Inv A | Owns companies we recommend for divestment | 8 | 12 | 14 | 19 | X | Large Value |
| MCLVX | BlackRock Advantage Large Cap Val Inv C | Owns companies we recommend for divestment | 8 | 12 | 14 | 19 | X | Large Value |
| MLVKX | BlackRock Advantage Large Cap Val K | Owns companies we recommend for divestment | 8 | 12 | 14 | 19 | X | Large Value |
| MRLVX | BlackRock Advantage Large Cap Val R | Owns companies we recommend for divestment | 8 | 12 | 14 | 19 | X | Large Value |
| BDSIX | BlackRock Advantage Small Cap Core Instl | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
| BDSAX | BlackRock Advantage Small Cap Core Inv A | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
| BDSCX | BlackRock Advantage Small Cap Core Inv C | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
| BDSKX | BlackRock Advantage Small Cap Core K | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
| PSGIX | BlackRock Advantage Small Cap Gr Instl | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Small Growth |
| CSGEX | BlackRock Advantage Small Cap Gr Inv A | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Small Growth |
| PSGKX | BlackRock Advantage Small Cap Gr K | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Small Growth |
| BSGRX | BlackRock Advantage Small Cap Gr R | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Small Growth |
| MASPX | BlackRock Advantage SMID Cap Instl | Owns companies we recommend for divestment | 6 | 2 | 3 | 6 | X | Mid-Cap Blend |
| MDSPX | BlackRock Advantage SMID Cap Inv A | Owns companies we recommend for divestment | 6 | 2 | 3 | 6 | X | Mid-Cap Blend |
| MCSPX | BlackRock Advantage SMID Cap Inv C | Owns companies we recommend for divestment | 6 | 2 | 3 | 6 | X | Mid-Cap Blend |
| MKSPX | BlackRock Advantage SMID Cap K | Owns companies we recommend for divestment | 6 | 2 | 3 | 6 | X | Mid-Cap Blend |
| MRSPX | BlackRock Advantage SMID Cap R | Owns companies we recommend for divestment | 6 | 2 | 3 | 6 | X | Mid-Cap Blend |
| MAFGX | BlackRock Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| MDFGX | BlackRock Capital Appreciation Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| MCFGX | BlackRock Capital Appreciation Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| MRFGX | BlackRock Capital Appreciation R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| CHILX | BlackRock China A Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| CHKLX | BlackRock China A Opportunities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| BIDEX | BlackRock Defensive Advantage EM Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BADEX | BlackRock Defensive Advantage EM Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BKDEX | BlackRock Defensive Advantage EM K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BDAYX | BlackRock Defensive Advantage Intl Instl | Owns companies we recommend for divestment | 6 | 0 | 9 | 2 | X | Foreign Large Blend |
| BDAAX | BlackRock Defensive Advantage Intl Inv A | Owns companies we recommend for divestment | 6 | 0 | 9 | 2 | X | Foreign Large Blend |
| BKDIX | BlackRock Defensive Advantage Intl K | Owns companies we recommend for divestment | 6 | 0 | 9 | 2 | X | Foreign Large Blend |
| BIDUX | BlackRock Defensive Advantage US Instl | Owns companies we recommend for divestment | 5 | 7 | 8 | 10 | X | Large Blend |
| BADUX | BlackRock Defensive Advantage US Inv A | Owns companies we recommend for divestment | 5 | 7 | 8 | 10 | X | Large Blend |
| BKDUX | BlackRock Defensive Advantage US K | Owns companies we recommend for divestment | 5 | 7 | 8 | 10 | X | Large Blend |
| MADCX | BlackRock Emerging Mkts Instl | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| MDDCX | BlackRock Emerging Mkts Inv A | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| MCDCX | BlackRock Emerging Mkts Inv C | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| MKDCX | BlackRock Emerging Mkts K | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BACIX | BlackRock Energy Opportunities Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| BACAX | BlackRock Energy Opportunities Inv A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| BACCX | BlackRock Energy Opportunities Inv C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
| MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
| MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
| MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
| MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
| MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
| MAEFX | BlackRock EuroFund Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | X | Europe Stock |
| MDEFX | BlackRock EuroFund Inv A | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | X | Europe Stock |
| MCEFX | BlackRock EuroFund Inv C | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | X | Europe Stock |
| MKEFX | BlackRock Eurofund K | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | X | Europe Stock |
| MREFX | BlackRock EuroFund R | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | X | Europe Stock |
| STSEX | BlackRock Exchange BlackRock | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large 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 |
| BPAY | BlackRock Future Financial and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Technology |
| BMED | BlackRock Future Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| BFTR | BlackRock Future Innovators ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
| BTEK | BlackRock Future Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| BTHM | Blackrock Future US Themes ETF | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Large Growth |
| BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 2 | 8 | 11 | 8 | X | Global Large-Stock Blend |
| BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 2 | 8 | 11 | 8 | X | Global Large-Stock Blend |
| BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 4 | 10 | 8 | 13 | X | Global Large-Stock Blend |
| BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 4 | 10 | 8 | 13 | X | Global Large-Stock Blend |
| MALOX | BlackRock Global Allocation Instl | Owns companies we recommend for divestment | 4 | 15 | 18 | 17 | X | Global Allocation |
| MDLOX | BlackRock Global Allocation Inv A | Owns companies we recommend for divestment | 4 | 15 | 18 | 17 | X | Global Allocation |
| MCLOX | BlackRock Global Allocation Inv C | Owns companies we recommend for divestment | 4 | 15 | 18 | 17 | X | Global Allocation |
| MKLOX | BlackRock Global Allocation K | Owns companies we recommend for divestment | 4 | 15 | 18 | 17 | X | Global Allocation |
| MRLOX | BlackRock Global Allocation R | Owns companies we recommend for divestment | 4 | 15 | 18 | 17 | X | Global Allocation |
| BIBDX | BlackRock Global Dividend Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Global Large-Stock Value |
| BABDX | BlackRock Global Dividend Inv A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Global Large-Stock Value |
| BCBDX | BlackRock Global Dividend Inv C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Global Large-Stock Value |
| BKBDX | BlackRock Global Dividend K | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Global Large-Stock Value |
| BGIMX | BlackRock Global Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
| BGAMX | BlackRock Global Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
| BGKMX | BlackRock Global Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
| SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINAX | BlackRock Infrastructure Sust Opps Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINKX | BlackRock Infrastructure Sust Opps K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BISIX | BlackRock International Dividend Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
| BREAX | BlackRock International Dividend Inv A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
| BRECX | BlackRock International Dividend Inv C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
| BREKX | BlackRock International Dividend K | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
| BIBHX | BlackRock International Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
| BIBGX | BlackRock International Impact Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
| BIKMX | BlackRock International Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
| MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| MAFOX | BlackRock Large Cap Focus Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| MDFOX | BlackRock Large Cap Focus Growth Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| MCFOX | BlackRock Large Cap Focus Growth Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| MKFOX | BlackRock Large Cap Focus Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| MABAX | BlackRock Large Cap Focus Value Instl | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| MDBAX | BlackRock Large Cap Focus Value Inv A | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| MCBAX | BlackRock Large Cap Focus Value Inv C | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| MBVKX | BlackRock Large Cap Focus Value K | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| MRBVX | BlackRock Large Cap Focus Value R | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| LENIX | BlackRock LifePath ESG Index 2030 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2030 |
| LENAX | BlackRock LifePath ESG Index 2030 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2030 |
| LENKX | BlackRock LifePath ESG Index 2030 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2030 |
| LEJIX | BlackRock LifePath ESG Index 2035 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2035 |
| LEJAX | BlackRock LifePath ESG Index 2035 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2035 |
| LEJKX | BlackRock LifePath ESG Index 2035 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2035 |
| LEKIX | BlackRock LifePath ESG Index 2040 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2040 |
| LEKAX | BlackRock LifePath ESG Index 2040 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2040 |
| LEKKX | BlackRock LifePath ESG Index 2040 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2040 |
| LEHIX | BlackRock LifePath ESG Index 2045 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2045 |
| LEHAX | BlackRock LifePath ESG Index 2045 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2045 |
| LEHKX | BlackRock LifePath ESG Index 2045 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2045 |
| LEGIX | BlackRock LifePath ESG Index 2050 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2050 |
| LEBAX | BlackRock LifePath ESG Index 2050 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2050 |
| LEPKX | BlackRock LifePath ESG Index 2050 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2050 |
| LEEIX | BlackRock LifePath ESG Index 2055 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2055 |
| LEVAX | BlackRock LifePath ESG Index 2055 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2055 |
| LEVKX | BlackRock LifePath ESG Index 2055 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2055 |
| LEZIX | BlackRock LifePath ESG Index 2060 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2060 |
| LEZAX | BlackRock LifePath ESG Index 2060 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2060 |
| LEZKX | BlackRock LifePath ESG Index 2060 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2060 |
| LEWIX | BlackRock LifePath ESG Index 2065 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2065+ |
| LEWAX | BlackRock LifePath ESG Index 2065 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2065+ |
| LEWKX | BlackRock LifePath ESG Index 2065 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2065+ |
| LINIX | BlackRock LifePath® Index 2030 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2030 |
| LINAX | BlackRock LifePath® Index 2030 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2030 |
| LIDPX | BlackRock LifePath® Index 2030 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2030 |
| LINKX | BlackRock LifePath® Index 2030 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2030 |
| LIJIX | BlackRock LifePath® Index 2035 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2035 |
| LIJAX | BlackRock LifePath® Index 2035 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2035 |
| LIJPX | BlackRock LifePath® Index 2035 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2035 |
| LIJKX | BlackRock LifePath® Index 2035 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2035 |
| LIKIX | BlackRock LifePath® Index 2040 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2040 |
| LIKAX | BlackRock LifePath® Index 2040 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2040 |
| LIKPX | BlackRock LifePath® Index 2040 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2040 |
| LIKKX | BlackRock LifePath® Index 2040 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2040 |
| LIHIX | BlackRock LifePath® Index 2045 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2045 |
| LIHAX | BlackRock LifePath® Index 2045 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2045 |
| LIHPX | BlackRock LifePath® Index 2045 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2045 |
| LIHKX | BlackRock LifePath® Index 2045 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2045 |
| LIPIX | BlackRock LifePath® Index 2050 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2050 |
| LIPAX | BlackRock LifePath® Index 2050 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2050 |
| LIPPX | BlackRock LifePath® Index 2050 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2050 |
| LIPKX | BlackRock LifePath® Index 2050 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2050 |
| LIVIX | BlackRock LifePath® Index 2055 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2055 |
| LIVAX | BlackRock LifePath® Index 2055 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2055 |
| LIVPX | BlackRock LifePath® Index 2055 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2055 |
| LIVKX | BlackRock LifePath® Index 2055 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2055 |
| LIZIX | BlackRock LifePath® Index 2060 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2060 |
| LIZAX | BlackRock LifePath® Index 2060 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2060 |
| LIZPX | BlackRock LifePath® Index 2060 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2060 |
| LIZKX | BlackRock LifePath® Index 2060 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2060 |
| LIWIX | BlackRock LifePath® Index 2065 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2065+ |
| LIWAX | BlackRock LifePath® Index 2065 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2065+ |
| LIWPX | BlackRock LifePath® Index 2065 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2065+ |
| LIWKX | BlackRock LifePath® Index 2065 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2065+ |
| CMGIX | BlackRock Mid-Cap Growth Equity Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| BMGAX | BlackRock Mid-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| BMGCX | BlackRock Mid-Cap Growth Equity Inv C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| BMGKX | BlackRock Mid-Cap Growth Equity K | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| BMRRX | BlackRock Mid-Cap Growth Equity R | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| CMGSX | BlackRock Mid-Cap Growth Equity Svc | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| MARFX | BlackRock Mid-Cap Value Institutional | Owns companies we recommend for divestment | 6 | 3 | 4 | 6 | X | Mid-Cap Value |
| MDRFX | BlackRock Mid-Cap Value Investor A | Owns companies we recommend for divestment | 6 | 3 | 4 | 6 | X | Mid-Cap Value |
| MCRFX | BlackRock Mid-Cap Value Investor C | Owns companies we recommend for divestment | 6 | 3 | 4 | 6 | X | Mid-Cap Value |
| MJRFX | BlackRock Mid-Cap Value K | Owns companies we recommend for divestment | 6 | 3 | 4 | 6 | X | Mid-Cap Value |
| MRRFX | BlackRock Mid-Cap Value R | Owns companies we recommend for divestment | 6 | 3 | 4 | 6 | X | Mid-Cap Value |
| MAGRX | BlackRock Natural Resources Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
| MDGRX | BlackRock Natural Resources Inv A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
| MCGRX | BlackRock Natural Resources Inv C | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
| BIREX | BlackRock Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BAREX | BlackRock Real Estate Securities Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BCREX | BlackRock Real Estate Securities Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BSMDX | BlackRock SMID-Cap Growth Equity Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| 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 |
| BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 8 | 5 | 19 | 10 | V | Foreign Large Blend |
| BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 8 | 5 | 19 | 10 | V | Foreign Large Blend |
| BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 8 | 5 | 19 | 10 | V | Foreign Large Blend |
| BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| BLZKX | BlackRock Sustainable Adg EM Eq K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 4 | 11 | 12 | 16 | V | Large Blend |
| BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 4 | 11 | 12 | 16 | V | Large Blend |
| BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 4 | 11 | 12 | 16 | V | Large Blend |
| BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 4 | 11 | 12 | 16 | V | Large Blend |
| MAPCX | BlackRock Sustainable Em Mkts Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MDPCX | BlackRock Sustainable Em Mkts Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MPCKX | BlackRock Sustainable Em Mkts Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MRPCX | BlackRock Sustainable Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BSUIX | BlackRock Sustainable Intntl Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Foreign Large Blend |
| BSIAX | BlackRock Sustainable Intntl Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Foreign Large Blend |
| BKSIX | BlackRock Sustainable Intntl Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Foreign Large Blend |
| BESGX | BlackRock Sustainable US Growth Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
| BASGX | BlackRock Sustainable US Growth Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
| BSGKX | BlackRock Sustainable US Growth Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
| 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 |
| BGSIX | BlackRock Technology Opportunities Instl | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
| BGSAX | BlackRock Technology Opportunities Inv A | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
| BGSCX | BlackRock Technology Opportunities Inv C | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
| BTEKX | BlackRock Technology Opportunities K | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
| BGSRX | BlackRock Technology Opportunities R | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
| BSTSX | BlackRock Technology Opportunities Svc | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
| DYNF | BlackRock U.S. Equity Factor Rttn ETF | Owns companies we recommend for divestment | 1 | 8 | 9 | 9 | X | Large Blend |
| MAEGX | BlackRock Unconstrained Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
| MDEGX | BlackRock Unconstrained Equity Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
| MCEGX | BlackRock Unconstrained Equity Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
| MREGX | BlackRock Unconstrained Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
| LCTU | BlackRock US Carbon Transition Rdnss ETF | Owns companies we recommend for divestment | 9 | 18 | 24 | 24 | V | Large Blend |
| BIBFX | BlackRock US Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| BUAMX | BlackRock US Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| BUKMX | BlackRock US Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| LCTD | BlackRock World ex US Cbn Tnstn Rdns ETF | Owns companies we recommend for divestment | 10 | 6 | 14 | 10 | V | Foreign Large Blend |
| DRLAX | BNY Mellon Developed Markets RE Scs - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DGBCX | BNY Mellon Developed Markets RE Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLIX | BNY Mellon Developed Markets RE Scs - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLYX | BNY Mellon Developed Markets RE Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DTCAX | BNY Mellon Sust US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
| DTCCX | BNY Mellon Sust US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
| DRTCX | BNY Mellon Sust US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
| DTCYX | BNY Mellon Sust US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
| BKES | BNY Mellon Sustainable Glbl Em Mkts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BKIS | BNY Mellon Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Blend |
| DRTHX | BNY Mellon Sustainable US Eq Fd Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
| BKUS | BNY Mellon Sustainable US Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
| BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BCAIX | Boston Common ESG Impact Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Foreign Large Blend |
| BCAMX | Boston Common ESG Impact US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | V | Large Blend |
| BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Value |
| BTBFX | Boston Trust Asset Management | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Moderately Aggressive Allocation |
| BTEFX | Boston Trust Equity | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
| BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| WSBFX | Boston Trust Walden Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | V | Moderately Aggressive Allocation |
| WSEFX | Boston Trust Walden Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 7 | V | Large Blend |
| WIEFX | Boston Trust Walden International Eq | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | V | Foreign Large Blend |
| WAMFX | Boston Trust Walden Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BOSOX | Boston Trust Walden Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| WASMX | Boston Trust Walden SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BISAX | Brandes International Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| BINCX | Brandes International Small Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| 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 |
| LEGDX | BrandywineGLOBAL - Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LEGEX | BrandywineGLOBAL - Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LEGFX | BrandywineGLOBAL - Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LEGGX | BrandywineGLOBAL - Small Cap Value Is | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LEGHX | BrandywineGLOBAL - Small Cap Value R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LBWAX | BrandywineGLOBAL Div US Large Value A | Owns companies we recommend for divestment | 5 | 8 | 11 | 14 | X | Large Value |
| LBWCX | BrandywineGLOBAL Div US Large Value C | Owns companies we recommend for divestment | 5 | 8 | 11 | 14 | X | Large Value |
| LBWIX | BrandywineGLOBAL Div US Large Value I | Owns companies we recommend for divestment | 5 | 8 | 11 | 14 | X | Large Value |
| LBISX | BrandywineGLOBAL Div US Large Value IS | Owns companies we recommend for divestment | 5 | 8 | 11 | 14 | X | Large Value |
| LBDRX | BrandywineGLOBAL Div US Large Value R | Owns companies we recommend for divestment | 5 | 8 | 11 | 14 | X | Large Value |
| DVAL | BrandywineGLOBAL Dyn US Lrg Cap Val ETF | Owns companies we recommend for divestment | 4 | 8 | 7 | 8 | X | Large Value |
| BBIEX | Bridge Builder International Equity | Owns companies we recommend for divestment | 16 | 7 | 25 | 14 | X | Foreign Large Blend |
| BBGLX | Bridge Builder Large Cap Growth | Owns companies we recommend for divestment | 10 | 8 | 19 | 20 | X | Large Growth |
| BBVLX | Bridge Builder Large Cap Value | Owns companies we recommend for divestment | 24 | 26 | 31 | 42 | X | Large Value |
| BBGSX | Bridge Builder Small/Mid Cap Growth | Owns companies we recommend for divestment | 9 | 8 | 9 | 16 | X | Mid-Cap Growth |
| BBVSX | Bridge Builder Small/Mid Cap Value | Owns companies we recommend for divestment | 20 | 17 | 18 | 27 | X | Mid-Cap Value |
| BBTIX | Bridge Builder Tax Managed Intl Eq | Owns companies we recommend for divestment | 4 | 5 | 13 | 8 | X | Foreign Large Blend |
| BBTLX | Bridge Builder Tax Managed Large Cap | Owns companies we recommend for divestment | 14 | 16 | 25 | 26 | X | Large Blend |
| BBTSX | Bridge Builder Tax Managed Sm/Md Cp | Owns companies we recommend for divestment | 16 | 12 | 14 | 22 | X | Mid-Cap Blend |
| GRSIX | Brookfield Global Rnwbls & Sst Infrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BADAX | Brown Advisory Equity Income Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
| BAFDX | Brown Advisory Equity Income Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
| BIADX | Brown Advisory Equity Income Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
| BAFAX | Brown Advisory Flexible Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
| BAFFX | Brown Advisory Flexible Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
| BIAFX | Brown Advisory Flexible Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
| BAFLX | Brown Advisory Global Leaders Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| BIALX | Brown Advisory Global Leaders Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| BAGAX | Brown Advisory Growth Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| BAFGX | Brown Advisory Growth Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| BIAGX | Brown Advisory Growth Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| BAUAX | Brown Advisory Small-Cap Fdmtl Val Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BAUUX | Brown Advisory Small-Cap Fdmtl Val Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BIAUX | Brown Advisory Small-Cap Fdmtl Val Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BASAX | Brown Advisory Small-Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BAFSX | Brown Advisory Small-Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BIASX | Brown Advisory Small-Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BAWAX | Brown Advisory Sustainable Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| BAFWX | Brown Advisory Sustainable Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| BIAWX | Brown Advisory Sustainable Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| BAILX | Brown Advisory Sustainable Intl Ldrs Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Growth |
| BISLX | Brown Advisory Sustainable Intl Ldrs Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Growth |
| BAFYX | Brown Advisory Sustainable Sml-Cp Cr Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| BAHAX | Brown Advisory WMC Strat Eurp Eq Adv | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
| BAFHX | Brown Advisory WMC Strat Eurp Eq Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
| BIAHX | Brown Advisory WMC Strat Eurp Eq Inv | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
| BCSSX | Brown Capital Mgmt Small Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BCSIX | Brown Capital Mgmt Small Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSIFX | Calvert Balanced A | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Moderate Allocation |
| CSGCX | Calvert Balanced C | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Moderate Allocation |
| CBAIX | Calvert Balanced I | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Moderate Allocation |
| CBARX | Calvert Balanced R6 | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Moderate Allocation |
| CEFAX | Calvert Emerging Markets Advancement A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CEFIX | Calvert Emerging Markets Advancement I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMAX | Calvert Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMCX | Calvert Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMIX | Calvert Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMRX | Calvert Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CSIEX | Calvert Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CSECX | Calvert Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CEYIX | Calvert Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CEYRX | Calvert Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CRFAX | Calvert Focused Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
| CRFCX | Calvert Focused Value C | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
| CRFIX | Calvert Focused Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
| CRFRX | Calvert Focused Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
| CGAEX | Calvert Global Energy Solutions A | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
| CGACX | Calvert Global Energy Solutions C | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
| CAEIX | Calvert Global Energy Solutions I | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
| CGRAX | Calvert Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGECX | Calvert Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGEIX | Calvert Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGRRX | Calvert Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
| CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
| CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
| CWVGX | Calvert International Equity A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CWVCX | Calvert International Equity C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CWVIX | Calvert International Equity I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CIESX | Calvert International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COICX | Calvert International Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COIIX | Calvert International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COIRX | Calvert International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| CVIE | Calvert International Responsible ETF | Owns companies we recommend for divestment | 11 | 5 | 15 | 8 | V | Foreign Large Blend |
| CDHAX | Calvert International Responsible Idx A | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
| CDHIX | Calvert International Responsible Idx I | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
| CDHRX | Calvert International Responsible Idx R6 | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
| CCAFX | Calvert Mid-Cap A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCACX | Calvert Mid-Cap C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCPIX | Calvert Mid-Cap I | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCVAX | Calvert Small-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
| CSCCX | Calvert Small-Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
| CSVIX | Calvert Small-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
| CALRX | Calvert Small-Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
| CSXAX | Calvert US Large Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
| CSXCX | Calvert US Large Cap Core Rspnb Idx C | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
| CISIX | Calvert US Large Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
| CSXRX | Calvert US Large Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
| CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
| CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
| CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
| CFJAX | Calvert US Large Cap Value Rspnb Idx A | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
| CFJIX | Calvert US Large Cap Value Rspnb Idx I | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
| CLVRX | Calvert US Large Cap Value Rspnb Idx R6 | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
| CVLC | Calvert US Large-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 12 | 25 | 20 | 32 | V | Large Blend |
| CDEI | Calvert US Large-Cp Div, Eq AndIncETF | Owns companies we recommend for divestment | 7 | 14 | 10 | 19 | V | Large Blend |
| CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
| CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
| CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
| CVMC | Calvert US Mid-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 11 | 11 | 10 | 15 | V | Mid-Cap Blend |
| CVSE | Calvert US Select Equity ETF | Owns companies we recommend for divestment | 3 | 7 | 8 | 11 | V | Large Blend |
| CGUS | Capital Group Core Equity ETF | Owns companies we recommend for divestment | 8 | 4 | 13 | 15 | X | Large Blend |
| CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| CGGO | Capital Group Global Growth Equity ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Global Large-Stock Growth |
| CGGR | Capital Group Growth ETF | Owns companies we recommend for divestment | 6 | 8 | 8 | 12 | X | Large Growth |
| CGXU | Capital Group International Focus Eq ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Foreign Large Growth |
| CUSEX | Capital Group US Equity | Owns companies we recommend for divestment | 6 | 6 | 7 | 11 | X | Large Growth |
| CCSO | Carbon Collective Climate Sol US Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Large Blend |
| HAGAX | Carillon Eagle Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| HAGCX | Carillon Eagle Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| HAGIX | Carillon Eagle Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| HAREX | Carillon Eagle Mid Cap Growth R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| HARSX | Carillon Eagle Mid Cap Growth R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| HRAUX | Carillon Eagle Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| HRAYX | Carillon Eagle Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| HRSCX | Carillon Eagle Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSCCX | Carillon Eagle Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSIIX | Carillon Eagle Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSRRX | Carillon Eagle Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSRSX | Carillon Eagle Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSRUX | Carillon Eagle Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSRYX | Carillon Eagle Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| CSMEX | Carillon Scout Mid Cap A | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
| CSMFX | Carillon Scout Mid Cap C | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
| UMBMX | Carillon Scout Mid Cap I | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
| CSMRX | Carillon Scout Mid Cap R-3 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
| CSMSX | Carillon Scout Mid Cap R-5 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
| CSMUX | Carillon Scout Mid Cap R-6 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
| CSMZX | Carillon Scout Mid Cap Y | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
| AAWVX | Cavanal Hill Mid Cap Diverse Ldrsp A | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | V | Mid-Cap Blend |
| ACWVX | Cavanal Hill Mid Cap Diverse Ldrsp C | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | V | Mid-Cap Blend |
| AIWVX | Cavanal Hill Mid Cap Diverse Ldrsp Instl | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | V | Mid-Cap Blend |
| APWVX | Cavanal Hill Mid Cap Diverse Ldrsp Inv | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | V | Mid-Cap Blend |
| QUAGX | CCM Core Impact Equity Fund Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
| QAGIX | CCM Core Impact Equity Fund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
| QUSVX | CCM Small/Mid-Cap Impct Val Fd Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Value |
| QSVIX | CCM Small/Mid-Cap Impct Val Fd Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Value |
| CBSE | Changebridge Capital Sustainable Eq ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Growth |
| SHRAX | ClearBridge Aggressive Growth A | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Large Blend |
| SAGCX | ClearBridge Aggressive Growth C | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Large Blend |
| LMPFX | ClearBridge Aggressive Growth FI | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Large Blend |
| SAGYX | ClearBridge Aggressive Growth I | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Large Blend |
| LSIFX | ClearBridge Aggressive Growth IS | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Large Blend |
| LMPRX | ClearBridge Aggressive Growth R | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Large Blend |
| 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 |
| SHFVX | ClearBridge All Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Large Value |
| SFVCX | ClearBridge All Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Large Value |
| SFVYX | ClearBridge All Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Large Value |
| LSISX | ClearBridge All Cap Value IS | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Large Value |
| SHAPX | ClearBridge Appreciation A | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
| SAPCX | ClearBridge Appreciation C | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
| LMPIX | ClearBridge Appreciation FI | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
| SAPYX | ClearBridge Appreciation I | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
| LMESX | ClearBridge Appreciation IS | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
| LMPPX | ClearBridge Appreciation R | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
| LCBOX | ClearBridge Dividend Strategy 1 | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
| SOPAX | ClearBridge Dividend Strategy A | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
| SBPLX | ClearBridge Dividend Strategy C | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
| YLDE | ClearBridge Dividend Strategy ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | V | Large Blend |
| LBRIX | ClearBridge Dividend Strategy FI | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
| SOPYX | ClearBridge Dividend Strategy I | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
| LCBEX | ClearBridge Dividend Strategy IS | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
| LMMRX | ClearBridge Dividend Strategy R | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
| CFCV | Clearbridge Focus Value ESG ETF | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | V | Large Blend |
| RGAVX | ClearBridge Global Infrastructure Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CBGAX | ClearBridge Global Infrastructure Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGIVX | ClearBridge Global Infrastructure Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGSVX | ClearBridge Global Infrastructure Inc IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| LGGAX | ClearBridge International Growth A | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
| LMGTX | ClearBridge International Growth C | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
| LMGFX | ClearBridge International Growth FI | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
| LMGNX | ClearBridge International Growth I | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
| LMGPX | ClearBridge International Growth IS | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
| LMGRX | ClearBridge International Growth R | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
| SBIEX | ClearBridge International Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
| SBICX | ClearBridge International Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
| SBIYX | ClearBridge International Value I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
| LSIUX | ClearBridge International Value IS | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
| LIORX | ClearBridge International Value R | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
| SBLGX | ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| SLCCX | ClearBridge Large Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| LRGE | ClearBridge Large Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
| SBLYX | ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| LSITX | ClearBridge Large Cap Growth IS | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| LCMMX | ClearBridge Large Cap Growth O | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| LMPLX | ClearBridge Large Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| LCLIX | ClearBridge Large Cap Value 1 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| SINAX | ClearBridge Large Cap Value A | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| SINOX | ClearBridge Large Cap Value C | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| SAIFX | ClearBridge Large Cap Value I | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| LMLSX | ClearBridge Large Cap Value IS | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| LCBVX | ClearBridge Large Cap Value R | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| SMCPX | ClearBridge Mid Cap 1 | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Mid-Cap Blend |
| SBMAX | ClearBridge Mid Cap A | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Mid-Cap Blend |
| SBMLX | ClearBridge Mid Cap C | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Mid-Cap Blend |
| LBGAX | ClearBridge Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| LBGCX | ClearBridge Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| LBGIX | ClearBridge Mid Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| LCMIX | ClearBridge Mid Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| LCMRX | ClearBridge Mid Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| SMBYX | ClearBridge Mid Cap I | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Mid-Cap Blend |
| LSIRX | ClearBridge Mid Cap IS | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Mid-Cap Blend |
| LMREX | ClearBridge Mid Cap R | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Mid-Cap Blend |
| LCLAX | ClearBridge Select A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
| LCLCX | ClearBridge Select C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
| LCBSX | ClearBridge Select FI | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
| LBFIX | ClearBridge Select I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
| LCSSX | ClearBridge Select IS | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
| CBSCX | ClearBridge Select R | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
| LMSAX | ClearBridge Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| LMASX | ClearBridge Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| LGASX | ClearBridge Small Cap FI | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| LMPMX | ClearBridge Small Cap Growth 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SASMX | ClearBridge Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SCSMX | ClearBridge Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMPSX | ClearBridge Small Cap Growth FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SBPYX | ClearBridge Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMOIX | ClearBridge Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMPOX | ClearBridge Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMNSX | ClearBridge Small Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| LISGX | ClearBridge Small Cap IS | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| LMARX | ClearBridge Small Cap R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| SBVAX | ClearBridge Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SBVLX | ClearBridge Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SMCYX | ClearBridge Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| LCBIX | ClearBridge Small Cap Value IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| CLSUX | ClearBridge Sustainability Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| LCSTX | ClearBridge Sustainability Leaders FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| LCISX | ClearBridge Sustainability Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| LCILX | ClearBridge Sustainability Leaders IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| INFR | ClearBridge Sustainable Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| CFLGX | ClearBridge Tactical Dividend Income A | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | X | Large Value |
| SMDLX | ClearBridge Tactical Dividend Income C | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | X | Large Value |
| LADIX | ClearBridge Tactical Dividend Income I | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | X | Large Value |
| LCBDX | ClearBridge Tactical Dividend Income IS | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | X | Large Value |
| LGVAX | ClearBridge Value A | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
| LMVTX | ClearBridge Value C | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
| LMVFX | ClearBridge Value FI | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
| LMNVX | ClearBridge Value I | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
| CBVBX | ClearBridge Value IS | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
| LMVRX | ClearBridge Value R | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
| CSEIX | Cohen & Steers Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREFX | Cohen & Steers Real Estate Securities F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSDIX | Cohen & Steers Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CIRRX | Cohen & Steers Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSZIX | Cohen & Steers Real Estate Securities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJAX | Cohen & Steers Realty Shares A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJCX | Cohen & Steers Realty Shares C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJIX | Cohen & Steers Realty Shares I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSRSX | Cohen & Steers Realty Shares L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJRX | Cohen & Steers Realty Shares R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJZX | Cohen & Steers Realty Shares Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CESGX | Coho Relative Value ESG | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Large Value |
| LACAX | Columbia Acorn A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CEARX | Columbia Acorn Adv | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| LIACX | Columbia Acorn C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CAEAX | Columbia Acorn European A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CLOFX | Columbia Acorn European Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CAECX | Columbia Acorn European C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CAEZX | Columbia Acorn European Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CAEEX | Columbia Acorn European Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CAEYX | Columbia Acorn European Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| ACRNX | Columbia Acorn Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| 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 |
| LAIAX | Columbia Acorn International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCIRX | Columbia Acorn International Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| LAICX | Columbia Acorn International C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACINX | Columbia Acorn International Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CAIRX | Columbia Acorn International Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCYIX | Columbia Acorn International Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CACRX | Columbia Acorn International R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| LAFAX | Columbia Acorn International Sel A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| CILRX | Columbia Acorn International Sel Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| LFFCX | Columbia Acorn International Sel C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| ACFFX | Columbia Acorn International Sel Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| CRIRX | Columbia Acorn International Sel Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| CSIRX | Columbia Acorn International Sel Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| LCCAX | Columbia Contrarian Core A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| CORRX | Columbia Contrarian Core Adv | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| LCCCX | Columbia Contrarian Core C | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| SMGIX | Columbia Contrarian Core Inst | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| 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 |
| CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| SGIEX | Columbia Contrarian Core V | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| AQEAX | Columbia Disciplined Core A | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
| CLCQX | Columbia Disciplined Core Adv | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
| RDCEX | Columbia Disciplined Core C | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
| CCRZX | Columbia Disciplined Core Inst | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
| RSIPX | Columbia Disciplined Core Inst2 | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
| CCQYX | Columbia Disciplined Core Inst3 | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
| CLQRX | Columbia Disciplined Core R | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
| RDLAX | Columbia Disciplined Growth A | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
| CGQFX | Columbia Disciplined Growth Adv | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
| RDLCX | Columbia Disciplined Growth C | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
| CLQZX | Columbia Disciplined Growth Inst | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
| CQURX | Columbia Disciplined Growth Inst2 | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
| CGQYX | Columbia Disciplined Growth Inst3 | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
| CGQRX | Columbia Disciplined Growth R | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
| RLCAX | Columbia Disciplined Value A | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
| COLEX | Columbia Disciplined Value Adv | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
| RDCCX | Columbia Disciplined Value C | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
| CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
| COLVX | Columbia Disciplined Value Inst2 | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
| COLYX | Columbia Disciplined Value Inst3 | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
| RLCOX | Columbia Disciplined Value R | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
| CVQTX | Columbia Disciplined Value V | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
| LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| CVIRX | Columbia Dividend Income Adv | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| GEQAX | Columbia Dividend Income V | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| INUTX | Columbia Dividend Opportunity A | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
| CDORX | Columbia Dividend Opportunity Adv | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
| ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
| CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
| RSDFX | Columbia Dividend Opportunity Inst2 | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
| CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
| RSOOX | Columbia Dividend Opportunity R | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
| XCEM | Columbia EM Core ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMAX | Columbia Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEMHX | Columbia Emerging Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EEMCX | Columbia Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECON | Columbia Emerging Markets Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UMEMX | Columbia Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEKRX | Columbia Emerging Markets Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEKYX | Columbia Emerging Markets Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEMRX | Columbia Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CFIAX | Columbia Flexible Capital Income A | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
| CFCRX | Columbia Flexible Capital Income Adv | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
| CFIGX | Columbia Flexible Capital Income C | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
| CFIZX | Columbia Flexible Capital Income Inst | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
| CFXRX | Columbia Flexible Capital Income Inst2 | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
| CFCYX | Columbia Flexible Capital Income Inst3 | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
| CFIRX | Columbia Flexible Capital Income R | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
| CTCAX | Columbia Global Technology Growth A | 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 |
| CTHCX | Columbia Global Technology Growth C | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| CMTFX | Columbia Global Technology Growth Inst | 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 |
| CGTUX | Columbia Global Technology Growth Inst3 | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| IEVAX | Columbia Global Value A | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
| RSEVX | Columbia Global Value Adv | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
| REVCX | Columbia Global Value C | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
| CEVZX | Columbia Global Value Inst | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
| RSEYX | Columbia Global Value Inst2 | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
| CEVYX | Columbia Global Value Inst3 | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
| REVRX | Columbia Global Value R | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
| NGCAX | Columbia Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGCHX | Columbia Greater China Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| NGCCX | Columbia Greater China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| LNGZX | Columbia Greater China Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGCRX | Columbia Greater China Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| INCO | Columbia India Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| ILGCX | Columbia Integrated Large Cap Gr A | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
| ILGFX | Columbia Integrated Large Cap Gr Adv | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
| ILGDX | Columbia Integrated Large Cap Gr C | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
| ILGHX | Columbia Integrated Large Cap Gr Ins 2 | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
| ILGJX | Columbia Integrated Large Cap Gr Ins 3 | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
| ILGGX | Columbia Integrated Large Cap Gr Instl | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
| ILGEX | Columbia Integrated Large Cap Gr R | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
| ILVBX | Columbia Integrated Large Cap Val A | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
| ILVEX | Columbia Integrated Large Cap Val Adv | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
| ILVCX | Columbia Integrated Large Cap Val C | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
| ILVGX | Columbia Integrated Large Cap Val Ins 2 | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
| ILVHX | Columbia Integrated Large Cap Val Ins 3 | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
| ILVFX | Columbia Integrated Large Cap Val Instl | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
| ILVDX | Columbia Integrated Large Cap Val R | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
| ISGDX | Columbia Integrated Small Cap Gr A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ISGLX | Columbia Integrated Small Cap Gr Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ISGFX | Columbia Integrated Small Cap Gr C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ISGOX | Columbia Integrated Small Cap Gr Ins 2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ISGQX | Columbia Integrated Small Cap Gr Ins 3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ISGNX | Columbia Integrated Small Cap Gr Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ISGHX | Columbia Integrated Small Cap Gr R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| CSVAX | Columbia International Div Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| CGOLX | Columbia International Div Inc Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| CSRCX | Columbia International Div Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| CSVFX | Columbia International Div Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| CADPX | Columbia International Div Inc Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| CLSYX | Columbia International Div Inc Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| CSGRX | Columbia International Div Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| 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 |
| NMIAX | Columbia Large Cap Enhanced Core A | Owns companies we recommend for divestment | 5 | 9 | 14 | 12 | X | Large Blend |
| CECFX | Columbia Large Cap Enhanced Core Adv | Owns companies we recommend for divestment | 5 | 9 | 14 | 12 | X | Large Blend |
| NMIMX | Columbia Large Cap Enhanced Core Inst | Owns companies we recommend for divestment | 5 | 9 | 14 | 12 | X | Large Blend |
| CLNCX | Columbia Large Cap Enhanced Core Inst2 | Owns companies we recommend for divestment | 5 | 9 | 14 | 12 | X | Large Blend |
| CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 5 | 9 | 14 | 12 | X | Large Blend |
| CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 5 | 9 | 14 | 12 | X | Large Blend |
| LEGAX | Columbia Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| CCGRX | Columbia Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| LEGCX | Columbia Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| CLGEX | Columbia Large Cap Growth E | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| GEGTX | Columbia Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| CLWFX | Columbia Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| CGFYX | Columbia Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| NFEAX | Columbia Large Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| CSFRX | Columbia Large Cap Growth Opp Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| NFECX | Columbia Large Cap Growth Opp C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| NFEPX | Columbia Large Cap Growth Opp Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| CADRX | Columbia Large Cap Growth Opp Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| CLRYX | Columbia Large Cap Growth Opp Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| CLGPX | Columbia Large Cap Growth Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| CGWRX | Columbia Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| GAEGX | Columbia Large Cap Growth V | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| NEIAX | Columbia Large Cap Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| NINDX | Columbia Large Cap Index Inst | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| CLXRX | Columbia Large Cap Index Inst2 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| CLPYX | Columbia Large Cap Index Inst3 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| INDZX | Columbia Large Cap Value A | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
| RDERX | Columbia Large Cap Value Adv | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
| ADECX | Columbia Large Cap Value C | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
| CDVZX | Columbia Large Cap Value Inst | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
| RSEDX | Columbia Large Cap Value Inst2 | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
| CDEYX | Columbia Large Cap Value Inst3 | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
| RDEIX | Columbia Large Cap Value R | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
| NTIAX | Columbia Mid Cap Index A | Owns companies we recommend for divestment | 8 | 8 | 5 | 11 | X | Mid-Cap Blend |
| NMPAX | Columbia Mid Cap Index Inst | Owns companies we recommend for divestment | 8 | 8 | 5 | 11 | X | Mid-Cap Blend |
| CPXRX | Columbia Mid Cap Index Inst2 | Owns companies we recommend for divestment | 8 | 8 | 5 | 11 | X | Mid-Cap Blend |
| CMDYX | Columbia Mid Cap Index Inst3 | Owns companies we recommend for divestment | 8 | 8 | 5 | 11 | X | Mid-Cap Blend |
| COSAX | Columbia Overseas Core A | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
| COSDX | Columbia Overseas Core Advisor | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
| COSCX | Columbia Overseas Core C | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
| COSNX | Columbia Overseas Core Institutional | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
| COSTX | Columbia Overseas Core Institutional 2 | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
| COSOX | Columbia Overseas Core Institutional 3 | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
| COSRX | Columbia Overseas Core R | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
| COAVX | Columbia Overseas Value A | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
| COSVX | Columbia Overseas Value Adv | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
| COCVX | Columbia Overseas Value C | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
| COSZX | Columbia Overseas Value Inst | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
| COSSX | Columbia Overseas Value Inst2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
| COSYX | Columbia Overseas Value Inst3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
| COVUX | Columbia Overseas Value R | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
| PISLX | Columbia Pyrford International Stck Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISOX | Columbia Pyrford International Stk Ins 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISQX | Columbia Pyrford International Stk Ins 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISDX | Columbia Pyrford International Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISKX | Columbia Pyrford International Stock Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISEX | Columbia Pyrford International Stock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISJX | Columbia Pyrford International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| CREAX | Columbia Real Estate Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRERX | Columbia Real Estate Equity Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRECX | Columbia Real Estate Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREEX | Columbia Real Estate Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRRVX | Columbia Real Estate Equity Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREYX | Columbia Real Estate Equity Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRSRX | Columbia Real Estate Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RECS | Columbia Research Enhanced Core ETF | Owns companies we recommend for divestment | 10 | 8 | 17 | 15 | X | Large Blend |
| REVS | Columbia Research Enhanced Value ETF | Owns companies we recommend for divestment | 9 | 8 | 16 | 12 | X | Large Value |
| IGLGX | Columbia Select Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| CSGVX | Columbia Select Global Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| RGCEX | Columbia Select Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| RGERX | Columbia Select Global Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| CGERX | Columbia Select Global Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| NSGAX | Columbia Select Large Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| CLSRX | Columbia Select Large Cap Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| NSGCX | Columbia Select Large Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| NSEPX | Columbia Select Large Cap Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| CLCRX | Columbia Select Large Cap Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| CLEYX | Columbia Select Large Cap Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
| ELGAX | Columbia Select Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| CSRRX | Columbia Select Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| ELGCX | Columbia Select Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| UMLGX | Columbia Select Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| URLGX | Columbia Select Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| SLVAX | Columbia Select Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| CSERX | Columbia Select Large Cap Value Adv | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| SVLCX | Columbia Select Large Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| CSVZX | Columbia Select Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| SLVIX | Columbia Select Large Cap Value Inst2 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| CSRYX | Columbia Select Large Cap Value Inst3 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| SLVRX | Columbia Select Large Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| CBSAX | Columbia Select Mid Cap Gro Fd A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| CPGRX | Columbia Select Mid Cap Gro Fd AD | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| CMGRX | Columbia Select Mid Cap Gro Fd R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| CBSTX | Columbia Select Mid Cap Gro Fd V | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| CMUAX | Columbia Select Mid Cap Value A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
| CFDRX | Columbia Select Mid Cap Value Adv | 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 |
| NAMAX | Columbia Select Mid Cap Value Instl | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
| CVERX | Columbia Select Mid Cap Value Instl 2 | 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 |
| CMVRX | Columbia Select Mid Cap Value R | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
| SSCVX | Columbia Select Small Cap Value A | Owns companies in our database, but no companies we recom |
