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Equitable vs ProShares: how alike they voted, 2023-2024

96.7% When both took a single position, they voted the same way on 96.7% of 22,627 items (21,871 the same, 756 different). 4,047 items where at least one of them split its funds are listed separately below. Both voted on 26,674 items in all.

Equitable 2023-2024 · ProShares 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 26,67421,871756 4,04796.7%90.8%
Board proposals 24,44120,271727 3,44396.5%91.0%
E&S shareholder proposals 39711711 26991.4%71.7%
Other items 1,8361,48318 33598.8%92.0%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

4,803 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.

CompanyMeetingProposalOn the ballot from Board recommendedEquitableProShares
CAESARS ENTERTAINMENT INC. June 11, 2024 SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 18 AGAINST
FOR
19 funds
CAMPBELL SOUP CO. November 29, 2023 To vote on a shareholder proposal regarding a report on how the Company is protecting 401(k) retirement fund plan beneficiaries with a longer investment time horizon from future portfolio risk created by present-day investments in high carbon companies.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 17 AGAINST
AGAINST
18 funds
CAPITAL ONE FINANCIAL CORP. May 2, 2024 Stockholder proposal requesting setting of near - and long-term greenhouse gas emission reduction targets.
Environment or Climate
Shareholder (E&S) Not determined Split
1 FOR, 16 AGAINST
AGAINST
17 funds
CARRIER GLOBAL CORP. April 18, 2024 Shareowner Proposal regarding transparency in lobbying
Other Social Issues
Shareholder (E&S) Against Split
11 FOR, 8 AGAINST
FOR
18 funds
CATERPILLAR INC. June 12, 2024 Shareholder Proposal - Lobbying Disclosure
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 21 AGAINST
FOR
22 funds
CDW CORP. May 21, 2024 To consider and act upon the stockholder proposal, if properly presented at the Annual Meeting, regarding political spending disclosure.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 20 AGAINST
AGAINST
25 funds
CENTENE CORP. May 14, 2024 STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING.
Environment or Climate
Shareholder (E&S) Against Split
9 FOR, 10 AGAINST
FOR
16 funds
CENTERPOINT ENERGY INC. April 26, 2024 Shareholder proposal relating to setting additional interim and long-term Scope 3 emissions goals.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 18 AGAINST
AGAINST
18 funds
CHARLES RIVER LABORATORIES INTERNATIONAL INC. May 8, 2024 Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 18 AGAINST
FOR
16 funds
CHARLES SCHWAB CORP. May 23, 2024 Stockholder Proposal on Pay Equity Disclosure
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 20 AGAINST
FOR
15 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding lobbying activities.
Other Social Issues
Shareholder (E&S) Against Split
15 FOR, 7 AGAINST
FOR
24 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding political expenditures report.
Other Social Issues
Shareholder (E&S) Against Split
15 FOR, 7 AGAINST
FOR
24 funds
CHEVRON CORP. May 29, 2024 Commission a Third-Party Report on Human Rights Practices
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
9 FOR, 11 AGAINST
FOR
21 funds
CHEVRON CORP. May 29, 2024 Report on Plastic Demand Scenario
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 20 AGAINST
AGAINST
21 funds
CHEVRON CORP. May 29, 2024 Report on Tax Practices
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 19 AGAINST
AGAINST
21 funds
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting a report on adoption of automation.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 18 AGAINST
FOR
16 funds
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting a report on harassment and discrimination statistics.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 18 AGAINST
AGAINST
16 funds
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting adoption of a non-interference policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 19 AGAINST
AGAINST
16 funds
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting an audit of safety practices.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 18 AGAINST
FOR
16 funds
CHURCH & DWIGHT CO. INC. May 2, 2024 Stockholder Proposal - Transparency in Political Contributions.
Other Social Issues
Shareholder (E&S) Not determined Split
2 FOR, 22 AGAINST, 1 ABSTAIN
AGAINST
20 funds
CIGNA GROUP April 24, 2024 Shareholder proposal - Report to shareholders on risks created by the The Cigna Group's diversity, equity, and inclusion efforts.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 22 AGAINST
AGAINST
16 funds
CINTAS CORP. October 24, 2023 A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
13 FOR, 8 AGAINST
FOR
24 funds
CINTAS CORP. October 24, 2023 A shareholder proposal regarding managing climate risk through science-based targets and transition planning, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 18 AGAINST
FOR
24 funds
CISCO SYSTEMS INC. December 6, 2023 Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 19 AGAINST
AGAINST
29 funds
CITIGROUP INC. April 30, 2024 Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 18 AGAINST
FOR
17 funds
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on non-sugar sweeteners
Environment or Climate
Shareholder (E&S) Not determined Split
2 FOR, 22 AGAINST
AGAINST
24 funds
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on risks caused by the decline in the quality of accessible medical care
Other Social Issues
Shareholder (E&S) Not determined Split
2 FOR, 22 AGAINST
AGAINST
24 funds
COMCAST CORP. June 10, 2024 Report on political expenditures misalignment with company values
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 19 AGAINST
FOR
24 funds
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on circular packaging.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 17 AGAINST
FOR
19 funds
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 17 AGAINST
FOR
19 funds
COTY INC. November 2, 2023 Stockholder proposal regarding a report on plastic packaging reduction
Environment or Climate
Shareholder (E&S) Against Split
5 FOR, 2 AGAINST
FOR
7 funds
CROWN HOLDINGS INC. May 2, 2024 Consideration of a Shareholder's proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Not determined Split
5 FOR, 2 AGAINST
FOR
9 funds
CVS HEALTH CORP. May 16, 2024 Stockholder Proposal Requesting an Independent, Third Party Worker Rights Assessment and Report.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
4 FOR, 17 AGAINST
AGAINST
16 funds
DANAHER CORP. May 7, 2024 To act upon a shareholder proposal requesting a report to shareholders on the effectiveness of the Company's diversity, equity and inclusion efforts.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
2 FOR, 24 AGAINST
AGAINST
15 funds
DARDEN RESTAURANTS INC. September 20, 2023 To vote on a shareholder proposal requesting the Company to issue a report on the risks arising from state policies restricting reproductive health care if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 10 AGAINST, 9 ABSTAIN
AGAINST
16 funds
DARDEN RESTAURANTS INC. September 20, 2023 To vote on a shareholder proposal requesting the Company to issue greenhouse gas reduction targets if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 18 AGAINST
FOR
16 funds
DEERE & CO. February 28, 2024 Shareholder proposal regarding a customer and company sustainability congruency report
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 25 AGAINST
AGAINST
20 funds
DELTA AIR LINES INC. June 20, 2024 A shareholder proposal requesting the adoption of a non-interference policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
13 FOR, 9 AGAINST
FOR
20 funds
DENNY'S CORP. May 15, 2024 A proposal that asks the Company to disclose its current greenhouse gas ("GHG") emissions, emissions data for any previous year during which they've been measured, and targets for further reducing its emissions with progress meeting the goals to be disclosed regularly
Environment or Climate
Shareholder (E&S) Against Split
8 FOR, 1 ABSTAIN
FOR
7 funds
DENNY'S CORP. May 15, 2024 A proposal that asks the Company to publish measurable, time-bound targets for eliminating (or at least significantly reducing) gestation crates in its pork supply and regularly report progress meeting them.
Other Social Issues
Shareholder (E&S) Against Split
9 AGAINST, 1 ABSTAIN
FOR
7 funds
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on pay equity disclosure.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
7 FOR, 9 AGAINST, 1 ABSTAIN
FOR
26 funds
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on transparency in lobbying.
Other Social Issues
Shareholder (E&S) Against Split
7 FOR, 9 AGAINST, 1 ABSTAIN
FOR
26 funds
DICK'S SPORTING GOODS INC. June 12, 2024 Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
8 FOR, 1 AGAINST
FOR
9 funds
DINE BRANDS GLOBAL INC. May 14, 2024 Stockholder proposal regarding climate change policies and climate change risk disclosures.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 4 AGAINST
FOR
12 funds
DINE BRANDS GLOBAL INC. May 14, 2024 Stockholder proposal regarding group-housed pork.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 4 AGAINST
FOR
12 funds
DOCUSIGN INC. May 29, 2024 A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
5 FOR, 3 AGAINST
FOR
4 funds
DOW INC. April 11, 2024 Stockholder Proposal - Single-Use Plastics Report
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 14 AGAINST
FOR
20 funds
DRAFTKINGS INC. May 13, 2024 To consider a shareholder proposal regarding disclosure of certain political contributions.
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 1 AGAINST
FOR
2 funds
DTE ENERGY CO. May 2, 2024 Vote on a shareholder proposal relating to a climate transition plan, including gas utility downstream emissions
Environment or Climate
Shareholder (E&S) Not determined Split
1 FOR, 11 AGAINST, 7 ABSTAIN
AGAINST
17 funds
EDISON INTERNATIONAL April 25, 2024 Shareholder Proposal Regarding Lobbying
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
18 funds
ELEVANCE HEALTH INC. May 15, 2024 Shareholder proposal to adopt a policy to require certain third-party organizations to annually report political activity expenditures prior to Elevance Health donating to the organizations.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 23 AGAINST
AGAINST
16 funds
ELI LILLY AND CO. May 6, 2024 Adopt a Comprehensive Human Rights Policy
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
19 funds
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to establish and report on a process by which the impact of extended patent exclusivities on product access would be considered in deciding whether to apply for secondary and tertiary patents.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
19 funds
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to publish an annual report disclosing lobbying activities.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 18 AGAINST
FOR
19 funds
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
10 FOR, 10 AGAINST
FOR
19 funds
ENCOMPASS HEALTH CORP. May 2, 2024 A vote on a resolution requesting a report on the effectiveness of the Company's diversity, equity, and inclusion efforts.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
6 FOR, 3 AGAINST
FOR
9 funds
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 7, 2024 Shareholder Proposal: Regarding Establishment of Near- and Long- Term Science-Based Greenhouse Gas Reduction Targets
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 21 AGAINST
AGAINST
20 funds
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 7, 2024 Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
11 FOR, 11 AGAINST
FOR
20 funds
EXXON MOBIL CORP. May 29, 2024 Additional Pay Report on Gender and Racial Basis
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 22 AGAINST, 1 ABSTAIN
FOR
17 funds
EXXON MOBIL CORP. May 29, 2024 Additional Social Impact Report
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 22 AGAINST, 1 ABSTAIN
AGAINST
17 funds
EXXON MOBIL CORP. May 29, 2024 Report on Plastic Production Under SCS Scenario
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 22 AGAINST, 1 ABSTAIN
FOR
17 funds
EXXON MOBIL CORP. May 29, 2024 Revisit Executive Pay Incentives for GHG Emission Reductions
Environment or Climate
Shareholder (E&S) Against Split
23 AGAINST, 1 ABSTAIN
AGAINST
17 funds
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a "Just Transition" report.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 15 AGAINST
FOR
16 funds
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a report on climate risk associated with retirement plan options.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 18 AGAINST
AGAINST
16 funds
FEDEX CORP. September 21, 2023 Stockholder proposal regarding paid sick leave disclosure.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 18 AGAINST
AGAINST
16 funds
FLOWSERVE CORP. May 16, 2024 Shareholder proposal requesting report on the Company's political spending and policies and procedures regarding political spending.
Other Social Issues
Shareholder (E&S) Against Split
8 AGAINST, 1 ABSTAIN
AGAINST
9 funds
FORD MOTOR CO. May 9, 2024 Relating to Disclosure of the Company's Reliance on Child Labor Outside of the United States.
Human Rights or Human Capital/workforce
Shareholder (E&S) Not determined Split
1 FOR, 15 AGAINST
AGAINST
17 funds
FORD MOTOR CO. May 9, 2024 Relating to Reporting on the Company's Supply Chain Transparency and Traceability.
Environment or Climate
Shareholder (E&S) Not determined Split
1 FOR, 15 AGAINST
AGAINST
17 funds
GENERAL ELECTRIC CO. May 7, 2024 Report Analyzing Risks Arising from Voluntary Carbon-Reduction Commitments
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 19 AGAINST
AGAINST
21 funds
GILEAD SCIENCES INC. May 8, 2024 To vote on a stockholder proposal requesting that the Board issue a report detailing the risks and costs to the Company caused by opposing or otherwise altering Company policy in response to state policies regulating abortion, and detailing any strategies beyond litigation and legal compliance that the Company may deploy to minimize or mitigate these risks.
Other Social Issues
Shareholder (E&S) Against Split
11 AGAINST, 7 ABSTAIN
AGAINST
25 funds
GLOBAL PAYMENTS INC. April 25, 2024 Advisory shareholder proposal on transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
10 FOR, 10 AGAINST
FOR
15 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio
Environment or Climate
Shareholder (E&S) Against Split
8 FOR, 7 AGAINST
FOR
18 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Environmental Justice Impact Assessment
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 15 AGAINST
AGAINST
18 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 15 AGAINST
AGAINST
18 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Pay Equity Reporting
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
8 FOR, 7 AGAINST
FOR
18 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a GSAM Proxy Voting Review
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 15 AGAINST
AGAINST
18 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a Transparency In Lobbying Report
Other Social Issues
Shareholder (E&S) Against Split
8 FOR, 7 AGAINST
FOR
18 funds
HCA HEALTHCARE INC. April 25, 2024 Stockholder proposal, if properly presented at the meeting, regarding report on risk mitigation regarding state restrictions for emergency abortions.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 9 AGAINST
AGAINST
18 funds
HCA HEALTHCARE INC. April 25, 2024 Stockholder proposal, if property presented at the meeting, regarding report on maternal health outcomes.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
18 funds
HERSHEY CO. May 6, 2024 Stockholder Proposal titled "Public Report on Living Wage & Income."
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 20 AGAINST
AGAINST
19 funds
HERSHEY CO. May 6, 2024 Stockholder Proposal titled "Public Report on Packaging Reuse & Recycling."
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 19 AGAINST
FOR
19 funds
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding Political Contributions Congruency Analysis
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 19 AGAINST
AGAINST
21 funds
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 19 AGAINST
AGAINST
21 funds
HUNTINGTON INGALLS INDUSTRIES INC. May 1, 2024 Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan
Environment or Climate
Shareholder (E&S) Against Split
8 FOR, 9 AGAINST
FOR
17 funds
HUNTSMAN CORP. May 2, 2024 Stockholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 1 ABSTAIN
FOR
1 fund
IDEX CORP. May 7, 2024 Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST, 1 ABSTAIN
AGAINST
17 funds
INGLES MARKETS INC. February 13, 2024 Stockholder proposal concerning risk disclosure related to consumer expectations on significant policy matters.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 3 AGAINST, 1 ABSTAIN
FOR
7 funds
INGLES MARKETS INC. February 13, 2024 Stockholder proposal regarding cage free egg progress disclosure.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 3 AGAINST, 1 ABSTAIN
FOR
7 funds
INTEL CORP. May 7, 2024 Stockholder proposal requesting a risk report of opposing state abortion regulation, if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
13 AGAINST, 8 ABSTAIN
AGAINST
32 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Climate Lobbying
Environment or Climate
Shareholder (E&S) Against Split
10 FOR, 8 AGAINST
FOR
22 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Lobbying Activities
Other Social Issues
Shareholder (E&S) Against Split
12 FOR, 6 AGAINST
FOR
22 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 17 AGAINST
FOR
22 funds
INTERNATIONAL FLAVORS & FRAGRANCES INC. May 1, 2024 Commission a third-party assessment on the Company's commitment to freedom of association and collective bargaining rights.
Human Rights or Human Capital/workforce
Shareholder (E&S) Not determined Split
3 FOR, 15 AGAINST
AGAINST
17 funds
INTERNATIONAL PAPER CO. May 13, 2024 Shareowner Proposal Concerning a Report on the Company's LGBTQ+ Equity and Inclusions Efforts
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 15 AGAINST, 3 ABSTAIN
AGAINST
17 funds
INTUIT INC. January 18, 2024 Stockholder proposal requesting a retirement plan investment report
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 24 AGAINST
AGAINST
25 funds
INTUITIVE SURGICAL INC. April 25, 2024 The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
8 FOR, 13 AGAINST
FOR
25 funds
IQVIA HOLDINGS INC. April 16, 2024 If properly presented, a stockholder proposal concerning political spending.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 22 AGAINST
AGAINST
18 funds
JACK IN THE BOX INC. March 1, 2024 Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 2 AGAINST
FOR
10 funds
JOHNSON & JOHNSON April 25, 2024 Gender-based compensation gaps and associated risks
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 20 AGAINST
AGAINST
24 funds
JPMORGAN CHASE & CO. May 21, 2024 Indigenous peoples' rights indicators
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 17 AGAINST
FOR
22 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.