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 |
|---|---|---|---|---|
| EAEMX | Parametric Emerging Markets Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 1,211 | 73% |
| EAFG | Pacer Developed Markets Cash Cows Growth Leaders ETF· Pacer Funds Trust | Non-compliant | 103 | 94% |
| EAFRX | First Eagle Rising Dividend Fund· First Eagle Funds | Non-compliant | 41 | 95% |
| EAFVX | Eaton Vance Focused Value Opportunities Fund· Eaton Vance Growth Trust | Non-compliant | 37 | 96% |
| EAGCX | Eaton Vance Atlanta Capital Focused Growth Fund· Eaton Vance Growth Trust | Non-compliant | 23 | 96% |
| EAGG | iShares ESG Aware U.S. Aggregate Bond ETF· iShares Trust | Non-compliant | 5,213 | 82% |
| EAGL | Eagle Capital Select Equity ETF· 2023 ETF Series Trust | Non-compliant | 28 | 99% |
| EAGRX | First Eagle Global Fund· First Eagle Funds | Non-compliant | 226 | 81% |
| EAISX | Parametric International Equity Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 1,018 | 92% |
| EALBX | Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund· Eaton Vance Municipals Trust II | Non-compliant | 96 | 10% |
| EALCX | Eaton Vance Growth Fund· Eaton Vance Special Investment Trust | Non-compliant | 54 | 98% |
| EALDX | Eaton Vance Short Duration Government Income Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 855 | 94% |
| EAMAX | Lord Abbett Emerging Markets Equity Fund· LORD ABBETT TRUST I | Non-compliant | 91 | 92% |
| EARAX | Eaton Vance All Asset Strategy Fund· Eaton Vance Growth Trust | Non-compliant | 233 | 54% |
| EARFX | First Eagle Rising Dividend Fund· First Eagle Funds | Non-compliant | 41 | 95% |
| EARGX | First Eagle Global Fund· First Eagle Funds | Non-compliant | 226 | 81% |
| EAROX | First Eagle Overseas Fund· First Eagle Funds | Non-compliant | 178 | 82% |
| EART | Global X Rare Earth & Critical Materials ETF· GLOBAL X FUNDS | Non-compliant | 50 | 87% |
| EARVX | First Eagle U.S. Fund· First Eagle Funds | Non-compliant | 86 | 78% |
| EATZ | AdvisorShares Restaurant ETF· AdvisorShares Trust | Non-compliant | 22 | 66% |
| EBABX | Eaton Vance Total Return Bond Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 540 | 62% |
| EBI | Longview Advantage ETF· RBB Fund Trust | Non-compliant | 1,610 | 90% |
| EBIT | Harbor AlphaEdge Small Cap Earners ETF· Harbor ETF Trust | Non-compliant | 599 | 82% |
| EBIZ | Global X E-commerce ETF· GLOBAL X FUNDS | Non-compliant | 51 | 94% |
| EBNAX | American Funds Emerging Markets Bond Fund | Non-compliant | 1,053 | 14% |
| EBNCX | American Funds Emerging Markets Bond Fund | Non-compliant | 1,053 | 14% |
| EBND | State Street(R) SPDR(R) Bloomberg Emerging Markets Local Bond ETF· SPDR SERIES TRUST | Non-compliant | 628 | 14% |
| EBNEX | American Funds Emerging Markets Bond Fund | Non-compliant | 1,053 | 14% |
| EBNFX | American Funds Emerging Markets Bond Fund | Non-compliant | 1,053 | 14% |
| EBNGX | American Funds Emerging Markets Bond Fund | Non-compliant | 1,053 | 14% |
| EBSFX | EUBEL BRADY & SUTTMAN INCOME FUND· Eubel Brady & Suttman Mutual Fund Trust | Non-compliant | 51 | 71% |
| EBSZX | EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND· Eubel Brady & Suttman Mutual Fund Trust | Non-compliant | 35 | 60% |
| ECAMX | Eaton Vance Multi-Asset Credit Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 920 | 10% |
| ECASX | Eaton Vance Atlanta Capital SMID-Cap Fund· Eaton Vance Growth Trust | Non-compliant | 57 | 83% |
| ECAT | BlackRock ESG Capital Allocation Term Trust | Non-compliant | 1,291 | 77% |
| ECBAX | Eaton Vance Total Return Bond Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 540 | 62% |
| ECBSX | Parametric TABS Short-Term Municipal Bond Fund· Eaton Vance Municipals Trust II | Non-compliant | 95 | 5% |
| ECCGX | Eaton Vance China Equity Fund· Eaton Vance Growth Trust | Non-compliant | 69 | 91% |
| ECDAX | Ashmore Emerging Markets Corporate Income Fund· Ashmore Funds | Non-compliant | 118 | 35% |
| ECDCX | Ashmore Emerging Markets Corporate Income Fund· Ashmore Funds | Non-compliant | 118 | 35% |
| ECDIX | Eaton Vance Global Equity Income Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 120 | 95% |
| ECEIX | Lazard Emerging Markets Core Equity Portfolio· LAZARD FUNDS INC | Non-compliant | 72 | 91% |
| ECEMX | Parametric Emerging Markets Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 1,211 | 73% |
| ECEOX | Lazard Emerging Markets Core Equity Portfolio· LAZARD FUNDS INC | Non-compliant | 72 | 91% |
| ECF | Ellsworth Growth & Income Fund Ltd | Non-compliant | 99 | 78% |
| ECF-PA | Ellsworth Growth & Income Fund Ltd | Non-compliant | 99 | 78% |
| ECFVX | Eaton Vance Focused Value Opportunities Fund· Eaton Vance Growth Trust | Non-compliant | 37 | 96% |
| ECH | iShares MSCI Chile ETF· iShares, Inc. | Non-compliant | 31 | 81% |
| ECHSX | Eaton Vance Worldwide Health Sciences Fund· Eaton Vance Growth Trust | Non-compliant | 42 | 97% |
| ECIBX | Eaton Vance Income Fund of Boston· Eaton Vance Series Trust II | Non-compliant | 428 | 23% |
| ECLBX | Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund· Eaton Vance Municipals Trust II | Non-compliant | 96 | 10% |
| ECLCX | Eaton Vance Growth Fund· Eaton Vance Special Investment Trust | Non-compliant | 54 | 98% |
| ECLDX | Eaton Vance Short Duration Government Income Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 855 | 94% |
| ECML | Euclidean Fundamental Value ETF· EA Series Trust | Non-compliant | 63 | 82% |
| ECNS | iShares MSCI China Small-Cap ETF· iShares Trust | Non-compliant | 281 | 64% |
| ECOAX | Redwheel Next Generation Power Infrastructure Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 36 | 74% |
| ECOIX | Redwheel Next Generation Power Infrastructure Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 36 | 74% |
| ECON | Columbia Research Enhanced Emerging Economies ETF· Columbia ETF Trust II | Non-compliant | 352 | 87% |
| ECOW | Pacer Emerging Markets Cash Cows 100 ETF· Pacer Funds Trust | Non-compliant | 111 | 64% |
| ECRAX | Eaton Vance All Asset Strategy Fund· Eaton Vance Growth Trust | Non-compliant | 233 | 54% |
| ECSMX | Eaton Vance Small-Cap Fund· Eaton Vance Special Investment Trust | Non-compliant | 69 | 87% |
| ECSQX | Embark Commodity Strategy Fund· Harbor Funds II | Non-compliant | 270 | 85% |
| ECSTX | Eaton Vance Large-Cap Value Fund· Eaton Vance Special Investment Trust | Non-compliant | 63 | 96% |
| ECSWX | Embark Commodity Strategy Fund· Harbor Funds II | Non-compliant | 283 | 85% |
| 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 | 96% |
30,302 funds · page 40 of 304