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 |
|---|---|---|---|---|
| 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% |
| EVSB | Eaton Vance Ultra-Short Income ETF· Morgan Stanley ETF Trust | Non-compliant | 288 | 61% |
| EVSIX | Allspring Disciplined U.S. Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 195 | 96% |
| EVSRX | Allspring Disciplined U.S. Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 195 | 96% |
| EVSTX | Allspring Disciplined U.S. Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 195 | 96% |
| EVSYX | Allspring Disciplined U.S. Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 195 | 96% |
| EVT | Eaton Vance Tax-Advantaged Dividend Income Fund | Non-compliant | 155 | 81% |
| EVTMX | Eaton Vance Dividend Builder Fund· Eaton Vance Special Investment Trust | Non-compliant | 58 | 95% |
| EVTR | Eaton Vance Total Return Bond ETF· Morgan Stanley ETF Trust | Non-compliant | 955 | 72% |
| EVUAX | Allspring Utility and Telecommunications Fund· ALLSPRING FUNDS TRUST | Non-compliant | 36 | 99% |
| EVUCX | Allspring Utility and Telecommunications Fund· ALLSPRING FUNDS TRUST | Non-compliant | 36 | 99% |
| EVUDX | Allspring Utility and Telecommunications Fund· ALLSPRING FUNDS TRUST | Non-compliant | 36 | 99% |
| EVUS | iShares ESG Aware MSCI USA Value ETF· iShares Trust | Non-compliant | 233 | 97% |
| EVUYX | Allspring Utility and Telecommunications Fund· ALLSPRING FUNDS TRUST | Non-compliant | 36 | 99% |
| EVVCX | The E-Valuator Very Conservative (0%-15%) RMS Fund· E-Valuator Funds Trust | Non-compliant | 78 | 8% |
| EVVLX | The E-Valuator Very Conservative (0%-15%) RMS Fund· E-Valuator Funds Trust | Non-compliant | 78 | 8% |
| EVX | VanEck Environmental Services ETF· VanEck ETF Trust | Non-compliant | 28 | 91% |
| EWA | iShares MSCI Australia ETF· iShares, Inc. | Non-compliant | 50 | 95% |
| EWC | iShares MSCI Canada ETF· iShares, Inc. | Non-compliant | 88 | 95% |
| EWD | iShares MSCI Sweden ETF· iShares, Inc. | Non-compliant | 52 | 54% |
| EWG | iShares MSCI Germany ETF· iShares, Inc. | Non-compliant | 58 | 80% |
| EWH | iShares MSCI Hong Kong ETF· iShares, Inc. | Non-compliant | 33 | 93% |
| EWI | iShares MSCI Italy ETF· iShares, Inc. | Non-compliant | 29 | 50% |
| EWJ | iShares MSCI Japan ETF· iShares, Inc. | Non-compliant | 182 | 97% |
| EWJV | iShares MSCI Japan Value ETF· iShares Trust | Non-compliant | 110 | 98% |
| EWK | iShares MSCI Belgium ETF· iShares, Inc. | Non-compliant | 44 | 60% |
| EWL | iShares MSCI Switzerland ETF· iShares, Inc. | Non-compliant | 46 | 81% |
| EWM | iShares MSCI Malaysia ETF· iShares, Inc. | Non-compliant | 31 | 73% |
| EWMCX | Evercore Equity Fund· Wall Street EWM Funds Trust | Non-compliant | 32 | 100% |
| EWN | iShares MSCI Netherlands ETF· iShares, Inc. | Non-compliant | 58 | 91% |
| EWO | iShares MSCI Austria ETF· iShares, Inc. | Non-compliant | 24 | 94% |
| EWP | iShares MSCI Spain ETF· iShares, Inc. | Non-compliant | 25 | 83% |
| EWQ | iShares MSCI France ETF· iShares, Inc. | Non-compliant | 58 | 87% |
| EWS | iShares MSCI Singapore ETF· iShares, Inc. | Non-compliant | 22 | 96% |
| EWT | iShares MSCI Taiwan ETF· iShares, Inc. | Non-compliant | 89 | 76% |
| EWU | iShares MSCI United Kingdom ETF· iShares Trust | Non-compliant | 76 | 96% |
| EWUS | iShares MSCI United Kingdom Small-Cap ETF· iShares Trust | Non-compliant | 199 | 85% |
| EWW | iShares MSCI Mexico ETF· iShares, Inc. | Non-compliant | 44 | 40% |
| EWX | State Street(R) SPDR(R) S&P(R) Emerging Markets Small Cap ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 3,398 | 44% |
| EWY | iShares MSCI South Korea ETF· iShares, Inc. | Non-compliant | 85 | 86% |
| EWZ | iShares MSCI Brazil ETF· iShares, Inc. | Non-compliant | 50 | 66% |
| EWZS | iShares MSCI Brazil Small-Cap ETF· iShares Trust | Non-compliant | 76 | 36% |
| EXBAX | Pro-Blend Moderate Term Series· Manning & Napier Fund, Inc. | Non-compliant | 215 | 73% |
| EXCIX | Core Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 198 | 61% |
| EXCPX | Unconstrained Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 210 | 28% |
| EXCRX | Core Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 198 | 61% |
| EXDAX | Pro-Blend Conservative Term Series· Manning & Napier Fund, Inc. | Non-compliant | 233 | 67% |
| EXDVX | Diversified Tax Exempt Series· Manning & Napier Fund, Inc. | Non-compliant | 119 | 6% |
| EXEYX | Equity Series· Manning & Napier Fund, Inc. | Non-compliant | 39 | 95% |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | Non-compliant | 109 | 95% |
| EXHAX | Pro-Blend Maximum Term Series· Manning & Napier Fund, Inc. | Non-compliant | 124 | 96% |
| EXI | iShares Global Industrials ETF· iShares Trust | Non-compliant | 235 | 92% |
| EXOSX | Overseas Series· Manning & Napier Fund, Inc. | Non-compliant | 34 | 95% |
| EXUS | Nomura Focused International Core ETF· Nomura ETF Trust | Non-compliant | 52 | 92% |
| EYEG | AB Corporate Bond ETF· AB Active ETFs, Inc. | Non-compliant | 316 | 61% |
| EYLD | Cambria Emerging Shareholder Yield ETF· Cambria ETF Trust | Non-compliant | 119 | 56% |
| EZA | iShares MSCI South Africa ETF· iShares, Inc. | Non-compliant | 31 | 92% |
| EZM | WisdomTree U.S. MidCap Fund· WisdomTree Trust | Non-compliant | 509 | 86% |
| EZU | iShares MSCI Eurozone ETF· iShares, Inc. | Non-compliant | 229 | 81% |
| FAB | First Trust Multi Cap Value AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 676 | 88% |
| FACBX | Franklin Templeton SMACS: Series C· Franklin Strategic Series | Non-compliant | 289 | 58% |
| FACDX | Fidelity Advisor Health Care Fund· Fidelity Advisor Series VII | Non-compliant | 154 | 77% |
| FACEX | Frost Growth Equity Fund· Frost Family of Funds | Non-compliant | 58 | 97% |
| FACGX | Fidelity Advisor Growth Opportunities Fund· Fidelity Advisor Series I | Non-compliant | 212 | 93% |
| FACNX | Fidelity Canada Fund· Fidelity Investment Trust | Non-compliant | 67 | 86% |
| FACPX | Fidelity Advisor Consumer Discretionary Fund· Fidelity Advisor Series VII | Non-compliant | 57 | 93% |
| FACSX | Nuveen Mid Cap Value Opportunities Fund· Nuveen Investment Funds, Inc. | Non-compliant | 65 | 90% |
| FACTX | Fidelity Advisor Health Care Fund· Fidelity Advisor Series VII | Non-compliant | 154 | 77% |
| FACVX | Fidelity Convertible Securities Fund· Fidelity Financial Trust | Non-compliant | 373 | 76% |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 678 | 90% |
| FADCX | Fidelity Advisor Diversified International Fund· Fidelity Advisor Series VIII | Non-compliant | 158 | 85% |
| FADIX | Fidelity Advisor Diversified International Fund· Fidelity Advisor Series VIII | Non-compliant | 158 | 85% |
| FADLX | Frost Low Duration Bond Fund· Frost Family of Funds | Non-compliant | 60 | 61% |
| FADMX | Fidelity Advisor Strategic Income Fund· Fidelity Advisor Series II | Non-compliant | 910 | 39% |
30,302 funds · page 45 of 304