30,298 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 |
|---|---|---|---|---|
| EQAL | Invesco Russell 1000 Equal Weight ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 992 | 79% |
| EQIAX | Allspring Emerging Markets Equity Advantage Fund· ALLSPRING FUNDS TRUST | Non-compliant | 101 | 88% |
| EQICX | Allspring Emerging Markets Equity Advantage Fund· ALLSPRING FUNDS TRUST | Non-compliant | 101 | 88% |
| EQIDX | Allspring Emerging Markets Equity Advantage Fund· ALLSPRING FUNDS TRUST | Non-compliant | 101 | 88% |
| EQIIX | Allspring Emerging Markets Equity Advantage Fund· ALLSPRING FUNDS TRUST | Non-compliant | 101 | 88% |
| EQIN | Columbia U.S. Equity Income ETF· Columbia ETF Trust I | Non-compliant | 102 | 99% |
| EQIRX | Allspring Emerging Markets Equity Advantage Fund· ALLSPRING FUNDS TRUST | Non-compliant | 101 | 88% |
| EQL | ALPS Equal Sector Weight ETF· ALPS ETF TRUST | Non-compliant | 510 | 51% |
| EQLT | iShares MSCI Emerging Markets Quality Factor ETF· iShares Trust | Non-compliant | 324 | 80% |
| EQNAX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNBX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNCX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNIX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNRX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNSX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNTX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNUX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNVX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQPGX | Fidelity Advisor Equity Growth Fund· Fidelity Advisor Series I | Non-compliant | 159 | 94% |
| EQRR | ProShares Equities for Rising Rates ETF· ProShares Trust | Non-compliant | 54 | 97% |
| EQTIX | Shelton Equity Income Fund· SHELTON FUNDS | Non-compliant | 175 | 92% |
| EQTKX | Shelton Equity Income Fund· SHELTON FUNDS | Non-compliant | 175 | 92% |
| EQTY | KOVITZ CORE EQUITY ETF· Valued Advisers Trust | Non-compliant | 40 | 97% |
| EQWL | Invesco S&P 100 Equal Weight ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 102 | 100% |
| ERABX | Eaton Vance Total Return Bond Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 540 | 62% |
| ERASX | Eaton Vance Atlanta Capital SMID-Cap Fund· Eaton Vance Growth Trust | Non-compliant | 57 | 83% |
| ERBAX | Eaton Vance Equity Strategy Fund· Eaton Vance Growth Trust | Non-compliant | 245 | 84% |
| ERBIX | Eaton Vance Equity Strategy Fund· Eaton Vance Growth Trust | Non-compliant | 245 | 84% |
| ERBXC | Eaton Vance Equity Strategy Fund· Eaton Vance Growth Trust | Non-compliant | 245 | 84% |
| ERC | ALLSPRING MULTI-SECTOR INCOME FUND | Non-compliant | 464 | 21% |
| EREMX | Parametric Emerging Markets Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 1,211 | 73% |
| ERET | iShares Environmentally Aware Real Estate ETF· iShares Trust | Non-compliant | 352 | 90% |
| ERH | ALLSPRING UTILITIES & HIGH INCOME FUND | Non-compliant | 319 | 78% |
| ERHSX | Eaton Vance Worldwide Health Sciences Fund· Eaton Vance Growth Trust | Non-compliant | 42 | 97% |
| ERIBX | Eaton Vance Income Fund of Boston· Eaton Vance Series Trust II | Non-compliant | 428 | 23% |
| ERISX | Parametric International Equity Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 1,018 | 92% |
| ERLGX | Eaton Vance Atlanta Capital Focused Growth Fund· Eaton Vance Growth Trust | Non-compliant | 23 | 96% |
| ERLVX | Eaton Vance Large-Cap Value Fund· Eaton Vance Special Investment Trust | Non-compliant | 63 | 96% |
| ERSGX | Eaton Vance Small-Cap Fund· Eaton Vance Special Investment Trust | Non-compliant | 69 | 87% |
| ERSMX | Eaton Vance Atlanta Capital SMID-Cap Fund· Eaton Vance Growth Trust | Non-compliant | 57 | 83% |
| ERSTX | Eaton Vance Large-Cap Value Fund· Eaton Vance Special Investment Trust | Non-compliant | 63 | 96% |
| ERTH | Invesco MSCI Sustainable Future ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 178 | 81% |
| ERX | Direxion Daily Energy Bull 2X Shares· Direxion Shares ETF Trust | Non-compliant | 30 | 56% |
| ESAGX | Ashmore Emerging Markets Equity ESG Fund· Ashmore Funds | Non-compliant | 47 | 81% |
| ESCFX | 1290 Essex Small Cap Growth Fund· 1290 Funds | Non-compliant | 102 | 86% |
| ESCGX | Ashmore Emerging Markets Equity ESG Fund· Ashmore Funds | Non-compliant | 50 | 76% |
| ESCIX | Ashmore Emerging Markets Equity SMA Completion Fund· Ashmore Funds | Non-compliant | 35 | 68% |
| ESCJX | 1290 Essex Small Cap Growth Fund· 1290 Funds | Non-compliant | 102 | 86% |
| ESCKX | 1290 Essex Small Cap Growth Fund· 1290 Funds | Non-compliant | 102 | 86% |
| ESCQX | Embark Small Cap Equity Fund· Harbor Funds II | Non-compliant | 311 | 85% |
| ESCWX | Embark Small Cap Equity Fund· Harbor Funds II | Non-compliant | 311 | 85% |
| ESEAX | Eaton Vance Atlanta Capital Select Equity Fund· Eaton Vance Growth Trust | Non-compliant | 29 | 92% |
| ESECX | Eaton Vance Atlanta Capital Select Equity Fund· Eaton Vance Growth Trust | Non-compliant | 29 | 92% |
| ESEIX | Eaton Vance Atlanta Capital Select Equity Fund· Eaton Vance Growth Trust | Non-compliant | 29 | 92% |
| ESERX | Eaton Vance Atlanta Capital Select Equity Fund· Eaton Vance Growth Trust | Non-compliant | 29 | 92% |
| ESFAX | Ashmore Emerging Markets Short Duration Fund· Ashmore Funds | Non-compliant | 79 | 18% |
| ESFCX | Ashmore Emerging Markets Short Duration Fund· Ashmore Funds | Non-compliant | 79 | 18% |
| ESFIX | Ashmore Emerging Markets Short Duration Fund· Ashmore Funds | Non-compliant | 74 | 17% |
| ESG | FlexShares STOXX US ESG Select Index Fund· FlexShares Trust | Non-compliant | 258 | 98% |
| ESGCX | Mirova Global Megatrends Fund· Natixis Funds Trust I | Non-compliant | 53 | 95% |
| ESGD | iShares ESG Aware MSCI EAFE ETF· iShares Trust | Non-compliant | 377 | 88% |
| ESGE | iShares ESG Aware MSCI EM ETF· iShares, Inc. | Non-compliant | 310 | 89% |
| ESGEX | REYNDERS, MCVEIGH CORE EQUITY FUND· Capitol Series Trust | Non-compliant | 46 | 94% |
| ESGG | FlexShares STOXX Global ESG Select Index Fund· FlexShares Trust | Non-compliant | 718 | 98% |
| ESGIX | DANA EPIPHANY EQUITY FUND· Valued Advisers Trust | Non-compliant | 50 | 93% |
| ESGMX | Mirova Global Megatrends Fund· Natixis Funds Trust I | Non-compliant | 53 | 95% |
| ESGNX | Mirova Global Megatrends Fund· Natixis Funds Trust I | Non-compliant | 53 | 95% |
| ESGSX | Kennedy Capital ESG SMID Cap Fund· INVESTMENT MANAGERS SERIES TRUST II | Non-compliant | 100 | 85% |
| ESGU | iShares ESG Aware MSCI USA ETF· iShares Trust | Non-compliant | 290 | 98% |
| ESGV | VANGUARD ESG U.S. STOCK ETF· VANGUARD WORLD FUND | Non-compliant | 1,249 | 97% |
| ESGYX | Mirova Global Megatrends Fund· Natixis Funds Trust I | Non-compliant | 53 | 95% |
| ESHAX | Eaton Vance Short Duration High Income Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 217 | 22% |
| ESHIX | Eaton Vance Short Duration High Income Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 217 | 22% |
| ESIGX | Ashmore Emerging Markets Equity ESG Fund· Ashmore Funds | Non-compliant | 47 | 81% |
| ESIM | Eventide International ETF· Strategy Shares | Non-compliant | 118 | 88% |
| ESISX | Parametric International Equity Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 1,018 | 92% |
| ESIX | State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF· SPDR SERIES TRUST | Non-compliant | 369 | 85% |
| ESLG | Eventide Large Cap Growth ETF· Strategy Shares | Non-compliant | 114 | 95% |
| ESLV | Eventide Large Cap Value ETF· Strategy Shares | Non-compliant | 121 | 96% |
| ESMAX | Invesco Global Small Cap Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 116 | 79% |
| ESMCX | Invesco Global Small Cap Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 116 | 79% |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF· iShares Trust | Non-compliant | 900 | 80% |
| ESMV | iShares ESG Optimized MSCI USA Min Vol Factor ETF· iShares Trust | Non-compliant | 157 | 96% |
| ESMYX | Invesco Global Small Cap Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 116 | 79% |
| ESN | Essential 40 Stock ETF· NORTHERN LIGHTS FUND TRUST II | Non-compliant | 41 | 93% |
| ESPAX | Allspring Special Small Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 109 | 85% |
| ESPCX | Allspring Special Small Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 109 | 85% |
| ESPIX | Allspring Special Small Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 109 | 85% |
| ESPNX | Allspring Special Small Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 109 | 85% |
| ESPO | VanEck Video Gaming and eSports ETF· VanEck ETF Trust | Non-compliant | 26 | 86% |
| ESPRX | Allspring Special Small Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 109 | 85% |
| ESPTX | UBS International Sustainable Equity Fund· UBS FUNDS | Non-compliant | 65 | 87% |
| ESSAX | Ashmore Emerging Markets Equity SMA Completion Fund· Ashmore Funds | Non-compliant | 35 | 68% |
| ESSC | Eventide Small Cap ETF· Strategy Shares | Non-compliant | 334 | 82% |
| ESSCX | Ashmore Emerging Markets Equity SMA Completion Fund· Ashmore Funds | Non-compliant | 35 | 68% |
| ESUM | Eventide US Market ETF· Strategy Shares | Non-compliant | 204 | 96% |
| ETABX | Eventide Limited-Term Bond Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 117 | 73% |
| ETADX | Eventide Dividend Opportunities Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 60 | 97% |
| ETAGX | Eventide Gilead Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 77 | 86% |
| ETAHX | Eventide Healthcare & Life Sciences Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 93 | 45% |
30,298 funds · page 44 of 303