30,302 funds screened by look-through to their filed holdings
Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| ECTMX | Eaton Vance Dividend Builder Fund· Eaton Vance Special Investment Trust | Non-compliant | 58 | 95% |
| EDEN | iShares MSCI Denmark ETF· iShares Trust | Non-compliant | 45 | 85% |
| EDIAX | Eaton Vance Global Income Builder Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 642 | 71% |
| EDICX | Eaton Vance Global Income Builder Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 642 | 71% |
| EDIIX | Eaton Vance Global Income Builder Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 642 | 71% |
| EDIRX | Eaton Vance Global Income Builder Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 642 | 71% |
| EDIV | State Street(R) SPDR(R) S&P Emerging Markets Dividend ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 112 | 65% |
| EDOG | ALPS Emerging Sector Dividend Dogs ETF· ALPS ETF TRUST | Non-compliant | 50 | 65% |
| EDOW | First Trust Dow 30 Equal Weight ETF· First Trust Exchange-Traded Fund | Non-compliant | 31 | 96% |
| EDV | VANGUARD EXTENDED DURATION TREASURY INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 83 | 100% |
| EEE | Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF· Cyber Hornet Trust | Non-compliant | 454 | 75% |
| EELDX | Eaton Vance Emerging Markets Debt Opportunities Fund· Eaton Vance Series Fund, Inc. | Non-compliant | 916 | 25% |
| EELV | Invesco S&P Emerging Markets Low Volatility ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 204 | 69% |
| EEM | iShares MSCI Emerging Markets ETF· iShares, Inc. | Non-compliant | 1,251 | 84% |
| EEMA | iShares MSCI Emerging Markets Asia ETF· iShares, Inc. | Non-compliant | 891 | 89% |
| EEMAX | Columbia Emerging Markets Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 99 | 86% |
| EEMCX | Columbia Emerging Markets Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 99 | 86% |
| EEMDX | MFS Emerging Markets Equity Research Fund· MFS Series Trust VII | Non-compliant | 84 | 92% |
| EEMEX | MFS Emerging Markets Equity Research Fund· MFS Series Trust VII | Non-compliant | 84 | 92% |
| EEMFX | MFS Emerging Markets Equity Research Fund· MFS Series Trust VII | Non-compliant | 84 | 92% |
| EEMGX | MFS Emerging Markets Equity Research Fund· MFS Series Trust VII | Non-compliant | 84 | 92% |
| EEMHX | MFS Emerging Markets Equity Research Fund· MFS Series Trust VII | Non-compliant | 84 | 92% |
| EEMIX | MFS Emerging Markets Equity Research Fund· MFS Series Trust VII | Non-compliant | 84 | 92% |
| EEMO | Invesco S&P Emerging Markets Momentum ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 258 | 84% |
| EEMPX | MFS Emerging Markets Equity Research Fund· MFS Series Trust VII | Non-compliant | 84 | 92% |
| EEMRX | MFS Emerging Markets Equity Research Fund· MFS Series Trust VII | Non-compliant | 84 | 92% |
| EEMS | iShares MSCI Emerging Markets Small-Cap ETF· iShares, Inc. | Non-compliant | 1,660 | 52% |
| EEMV | iShares MSCI Emerging Markets Min Vol Factor ETF· iShares, Inc. | Non-compliant | 338 | 70% |
| EEMX | State Street(R) SPDR(R) MSCI Emerging Markets Fossil Fuel Reserves Free ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 1,047 | 90% |
| EEOFX | Pear tree essex environmental opportunities fund· Pear Tree Funds | Non-compliant | 41 | 82% |
| EES | WisdomTree U.S. SmallCap Fund· WisdomTree Trust | Non-compliant | 892 | 80% |
| EFA | iShares MSCI EAFE ETF· iShares Trust | Non-compliant | 691 | 88% |
| EFAD | ProShares MSCI EAFE Dividend Growers ETF· ProShares Trust | Non-compliant | 94 | 93% |
| EFAS | Global X MSCI SuperDividend EAFE ETF· GLOBAL X FUNDS | Non-compliant | 51 | 85% |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF· iShares Trust | Non-compliant | 272 | 87% |
| EFAX | State Street(R) SPDR(R) MSCI EAFE Fossil Fuel Reserves Free ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 647 | 95% |
| EFCAX | Emerald Insights Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 66 | 93% |
| EFCCX | Emerald Insights Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 66 | 93% |
| EFCIX | Emerald Insights Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 66 | 93% |
| EFCNX | Emerald Insights Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 66 | 93% |
| EFEAX | Ashmore Emerging Markets Frontier Equity Fund· Ashmore Funds | Non-compliant | 54 | 42% |
| EFECX | Ashmore Emerging Markets Frontier Equity Fund· Ashmore Funds | Non-compliant | 54 | 42% |
| EFEIX | Ashmore Emerging Markets Frontier Equity Fund· Ashmore Funds | Non-compliant | 54 | 42% |
| EFFAX | EFFICIENT ENHANCED MULTI-ASSET FUND· Unified Series Trust | Non-compliant | 2,084 | 51% |
| EFFE | Harbor Osmosis Emerging Markets Resource Efficient ETF· Harbor ETF Trust | Non-compliant | 90 | 87% |
| EFFI | Harbor Osmosis International Resource Efficient ETF· Harbor ETF Trust | Non-compliant | 72 | 92% |
| EFFIX | EFFICIENT ENHANCED MULTI-ASSET FUND· Unified Series Trust | Non-compliant | 2,084 | 51% |
| EFG | iShares MSCI EAFE Growth ETF· iShares Trust | Non-compliant | 376 | 88% |
| EFIPX | Fidelity Advisor Limited Term Bond Fund· Fidelity Advisor Series II | Non-compliant | 1,119 | 50% |
| EFIV | State Street(R) SPDR(R) S&P 500(R) ESG ETF· SPDR SERIES TRUST | Non-compliant | 333 | 98% |
| EFNL | iShares MSCI Finland ETF· iShares Trust | Non-compliant | 39 | 97% |
| EFR | Eaton Vance Senior Floating-Rate Trust | Non-compliant | 468 | 5% |
| EFRA | iShares Environmental Infrastructure and Industrials ETF· iShares Trust | Non-compliant | 98 | 91% |
| EFT | Eaton Vance Floating-Rate Income Trust | Non-compliant | 464 | 7% |
| EFV | iShares MSCI EAFE Value ETF· iShares Trust | Non-compliant | 421 | 89% |
| EGFFX | Edgewood Growth Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 24 | 98% |
| EGFIX | Edgewood Growth Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 24 | 98% |
| EGFSX | Edgewood Growth Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 24 | 98% |
| EGGS | Nestyield Total Return Guard ETF· Tidal Trust III | Non-compliant | 43 | 86% |
| EGINX | Invesco International Value Fund· AIM International Mutual Funds (Invesco International Mutual Funds) | Non-compliant | 58 | 90% |
| EGLAX | Eagle Energy Infrastructure Fund· Northern Lights Fund Trust | Non-compliant | 23 | 80% |
| EGLBX | ELFUN INTERNATIONAL EQUITY FUND | Non-compliant | 60 | 97% |
| EGLCX | Eagle Energy Infrastructure Fund· Northern Lights Fund Trust | Non-compliant | 23 | 80% |
| EGLE | Global X S&P 500 U.S. Revenue Leaders ETF· GLOBAL X FUNDS | Non-compliant | 373 | 99% |
| EGLIX | Eagle Energy Infrastructure Fund· Northern Lights Fund Trust | Non-compliant | 23 | 80% |
| EGMZX | Emerging Markets Portfolio· BERNSTEIN SANFORD C FUND INC | Non-compliant | 163 | 82% |
| EGOAX | Allspring Large Cap Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 52 | 97% |
| EGOCX | Allspring Large Cap Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 52 | 97% |
| EGOIX | Allspring Large Cap Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 52 | 97% |
| EGORX | Allspring Large Cap Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 52 | 97% |
| EGUS | iShares ESG Aware MSCI USA Growth ETF· iShares Trust | Non-compliant | 98 | 99% |
| EHCC | Global X Ethereum Covered Call ETF· GLOBAL X FUNDS | Non-compliant | 4 | 44% |
| EHI | Western Asset Global High Income Fund Inc. | Non-compliant | 398 | 26% |
| EHSTX | Eaton Vance Large-Cap Value Fund· Eaton Vance Special Investment Trust | Non-compliant | 63 | 96% |
| EIAMX | Eaton Vance Multi-Asset Credit Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 920 | 10% |
| EIBAX | Eaton Vance Total Return Bond Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 540 | 62% |
| EIBIX | Eaton Vance Income Fund of Boston· Eaton Vance Series Trust II | Non-compliant | 428 | 23% |
| EIBRX | Eaton Vance Income Fund of Boston· Eaton Vance Series Trust II | Non-compliant | 428 | 23% |
| EIBSX | Parametric TABS Short-Term Municipal Bond Fund· Eaton Vance Municipals Trust II | Non-compliant | 95 | 5% |
| EICCX | EIC Value Fund· FundVantage Trust | Non-compliant | 44 | 90% |
| EICGX | Eaton Vance China Equity Fund· Eaton Vance Growth Trust | Non-compliant | 69 | 91% |
| EICIX | EIC Value Fund· FundVantage Trust | Non-compliant | 44 | 90% |
| EICRX | EIC Value Fund· FundVantage Trust | Non-compliant | 44 | 90% |
| EICVX | EIC Value Fund· FundVantage Trust | Non-compliant | 44 | 90% |
| EIDIX | Eaton Vance Global Equity Income Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 120 | 95% |
| EIDO | iShares MSCI Indonesia ETF· iShares Trust | Non-compliant | 85 | 74% |
| EIDOX | Eaton Vance Emerging Markets Debt Opportunities Fund· Eaton Vance Series Fund, Inc. | Non-compliant | 916 | 25% |
| EIEMX | Parametric Emerging Markets Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 1,211 | 73% |
| EIFVX | Eaton Vance Focused Value Opportunities Fund· Eaton Vance Growth Trust | Non-compliant | 37 | 96% |
| EIHSX | Eaton Vance Worldwide Health Sciences Fund· Eaton Vance Growth Trust | Non-compliant | 42 | 97% |
| EIISX | Parametric International Equity Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 1,018 | 92% |
| EILAX | Eaton Vance International Small-Cap Fund· Eaton Vance Growth Trust | Non-compliant | 93 | 90% |
| EILBX | Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund· Eaton Vance Municipals Trust II | Non-compliant | 96 | 10% |
| EILDX | Eaton Vance Short Duration Government Income Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 855 | 94% |
| EILGX | Eaton Vance Atlanta Capital Focused Growth Fund· Eaton Vance Growth Trust | Non-compliant | 23 | 96% |
| EILIX | Eaton Vance International Small-Cap Fund· Eaton Vance Growth Trust | Non-compliant | 93 | 90% |
| EILVX | Eaton Vance Large-Cap Value Fund· Eaton Vance Special Investment Trust | Non-compliant | 63 | 96% |
| EINC | VanEck Energy Income ETF· VanEck ETF Trust | Non-compliant | 31 | 85% |
| EINFX | ELFUN INCOME FUND | Non-compliant | 1,040 | 62% |
| EIPFX | EIP Growth and Income Fund· EIP Investment Trust | Non-compliant | 69 | 75% |
30,302 funds · page 41 of 304