30,325 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 |
|---|---|---|---|---|
| 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 | 48 | 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 | 86% |
| 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 | 202 | 21% |
| ESHIX | Eaton Vance Short Duration High Income Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 202 | 21% |
| 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 | 84% |
| ESLG | Eventide Large Cap Growth ETF· Strategy Shares | Non-compliant | 115 | 94% |
| ESLV | Eventide Large Cap Value ETF· Strategy Shares | Non-compliant | 120 | 95% |
| ESMAX | Invesco Global Small Cap Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 116 | 80% |
| ESMCX | Invesco Global Small Cap Equity Fund· AIM Funds Group (Invesco Funds Group) | Non-compliant | 116 | 80% |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF· iShares Trust | Non-compliant | 900 | 79% |
| 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 | 80% |
| 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 | 372 | 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 | 72% |
| 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% |
| ETAMX | Eventide Balanced Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 165 | 85% |
| ETARX | Eventide Core Bond Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 118 | 72% |
| ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | Non-compliant | 144 | 99% |
| ETBOX | E*TRADE No Fee U.S. Bond Index Fund· E Trade Trust | Non-compliant | 109 | 91% |
| ETCBX | Eventide Limited-Term Bond Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 117 | 72% |
| ETCDX | Eventide Dividend Opportunities Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 60 | 97% |
| ETCGX | Eventide Gilead Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 77 | 86% |
| ETCHX | Eventide Healthcare & Life Sciences Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 93 | 45% |
| ETCMX | Eventide Balanced Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 165 | 85% |
| ETCRX | Eventide Core Bond Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 118 | 72% |
| ETEC | iShares Breakthrough Environmental Solutions ETF· iShares Trust | Non-compliant | 59 | 84% |
| ETEGX | Eaton Vance Small-Cap Fund· Eaton Vance Special Investment Trust | Non-compliant | 69 | 87% |
| ETG | Eaton Vance Tax-Advantaged Global Dividend Income Fund | Non-compliant | 180 | 80% |
| ETGLX | Eventide Gilead Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 77 | 86% |
| ETHSX | Eaton Vance Worldwide Health Sciences Fund· Eaton Vance Growth Trust | Non-compliant | 42 | 97% |
| ETIBX | Eventide Limited-Term Bond Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 117 | 72% |
| ETIDX | Eventide Dividend Opportunities Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 60 | 97% |
| ETIHX | Eventide Healthcare & Life Sciences Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 93 | 45% |
| ETILX | Eventide Gilead Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 77 | 86% |
| ETIMX | Eventide Balanced Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 165 | 85% |
| ETIRX | Eventide Core Bond Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 118 | 72% |
| ETISX | E*TRADE No Fee International Index Fund· E Trade Trust | Non-compliant | 964 | 97% |
| ETJ | Eaton Vance Risk-Managed Diversified Equity Income Fund | Non-compliant | 82 | 97% |
| ETLAX | Eventide Large Cap Focus Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 52 | 94% |
| ETLCX | Eventide Large Cap Focus Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 52 | 94% |
| ETLGX | E*TRADE No Fee Large Cap Index Fund· E Trade Trust | Non-compliant | 509 | 99% |
| ETLIX | Eventide Large Cap Focus Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 52 | 94% |
| ETLNX | Eventide Large Cap Focus Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 52 | 94% |
| ETNBX | Eventide Limited-Term Bond Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 117 | 72% |
| ETNDX | Eventide Dividend Opportunities Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 60 | 97% |
| ETNHX | Eventide Healthcare & Life Sciences Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 93 | 45% |
| ETNMX | Eventide Balanced Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 165 | 85% |
| ETNRX | Eventide Core Bond Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 118 | 72% |
| ETO | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | Non-compliant | 180 | 80% |
| ETSGX | Mirova Global Megatrends Fund· Natixis Funds Trust I | Non-compliant | 53 | 95% |
| ETTOX | E*TRADE No Fee Total Market Index Fund· E Trade Trust | Non-compliant | 2,101 | 97% |
| ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | Non-compliant | 169 | 98% |
| ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | Non-compliant | 280 | 98% |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | Non-compliant | 69 | 98% |
| EUAD | Select STOXX Europe Aerospace & Defense ETF· SPINNAKER ETF SERIES | Non-compliant | 32 | 33% |
| EUDG | WisdomTree Europe Quality Dividend Growth Fund· WisdomTree Trust | Non-compliant | 230 | 88% |
| EUDV | ProShares MSCI Europe Dividend Growers ETF· ProShares Trust | Non-compliant | 56 | 95% |
| EUFN | iShares MSCI Europe Financials ETF· iShares Trust | Non-compliant | 94 | 82% |
| EUGAX | Morgan Stanley Europe Opportunity Fund Inc. | Non-compliant | 25 | 96% |
| EUGCX | Morgan Stanley Europe Opportunity Fund Inc. | Non-compliant | 25 | 96% |
| EUGDX | Morgan Stanley Europe Opportunity Fund Inc. | Non-compliant | 25 | 96% |
| EUHY | iShares Euro High Yield Corporate Bond USD Hedged ETF· iShares, Inc. | Non-compliant | 685 | 31% |
| EUIG | iShares Euro Investment Grade Corporate Bond USD Hedged ETF· iShares Trust | Non-compliant | 206 | 58% |
| EUSA | iShares MSCI USA Equal Weighted ETF· iShares, Inc. | Non-compliant | 541 | 95% |
| EUSB | iShares ESG Advanced Universal USD Bond ETF· iShares Trust | Non-compliant | 4,234 | 77% |
| EVCGX | Eaton Vance China Equity Fund· Eaton Vance Growth Trust | Non-compliant | 69 | 91% |
| EVCLX | The E-Valuator Conservative (15%-30%) RMS Fund· E-Valuator Funds Trust | Non-compliant | 82 | 7% |
| EVF | Eaton Vance Senior Income Trust | Non-compliant | 413 | 6% |
| EVFCX | The E-Valuator Conservative (15%-30%) RMS Fund· E-Valuator Funds Trust | Non-compliant | 82 | 7% |
| EVG | Eaton Vance Short Duration Diversified Income Fund | Non-compliant | 916 | 37% |
| EVHY | Eaton Vance High Yield ETF· Morgan Stanley ETF Trust | Non-compliant | 274 | 29% |
| EVIBX | Eaton Vance Income Fund of Boston· Eaton Vance Series Trust II | Non-compliant | 428 | 23% |
| EVLU | iShares MSCI Emerging Markets Value Factor ETF· iShares Trust | Non-compliant | 305 | 85% |
| EVMO | Eaton Vance Mortgage Opportunities ETF· Morgan Stanley ETF Trust | Non-compliant | 719 | 37% |
| EVSAX | Allspring Disciplined U.S. Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 195 | 96% |
30,325 funds · page 44 of 304