Home › Asset managers › Compare 2024-2025 › State Street vs Equitable
State Street 2024-2025 · Equitable 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 65,660 | 55,557 | 3,718 | 6,385 | 93.7% | 90.1% |
| Board proposals | 55,083 | 46,100 | 3,256 | 5,727 | 93.4% | 89.5% |
| E&S shareholder proposals | 259 | 119 | 1 | 139 | 99.2% | 83.7% |
| Other items | 10,318 | 9,338 | 461 | 519 | 95.3% | 93.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
139 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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | State Street | Equitable |
|---|---|---|---|---|---|---|
| A. O. SMITH CORP. | April 8, 2025 | Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 19 AGAINST, 1 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 3 FOR, 20 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on Al data usage oversight Other Social Issues |
Shareholder (E&S) | Against | FOR 31 funds |
Split 4 FOR, 19 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 3 FOR, 24 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on online safety for children Compensation |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 9 FOR, 15 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 1 FOR, 26 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 8 FOR, 16 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 4 FOR, 25 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 29 funds |
Split 3 FOR, 26 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | FOR 29 funds |
Split 3 FOR, 25 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 2 FOR, 27 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 1 FOR, 28 AGAINST |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 1 FOR, 26 AGAINST |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 1 FOR, 26 AGAINST |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding diversity, equity, and inclusion efforts. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 9 AGAINST, 1 ABSTAIN |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding political contributions. Other Social Issues |
Shareholder (E&S) | Against | FOR 10 funds |
Split 9 FOR, 1 ABSTAIN |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal request report on lobbying alignment with Bank of America's climate goals Environment or Climate |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 8 FOR, 8 AGAINST |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal requesting disclosure of energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 8 FOR, 8 AGAINST |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 20 AGAINST |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 20 AGAINST |
| BEST BUY CO. INC. | June 13, 2025 | To vote on a shareholder proposal entitled "Publish a Report on the Company's LGBTQIA+ Inclusion Efforts in its Human Capital Management Strategy" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 7 FOR, 11 AGAINST |
| BJ'S RESTAURANTS INC. | June 12, 2025 | Shareholder proposal requesting that the Company publish a food waste transparency report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 2 FOR, 5 AGAINST |
| BOYD GAMIN | May 8, 2025 | Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 11 funds |
Split 1 FOR, 7 AGAINST, 1 ABSTAIN |
| CADENCE DESIGN SYSTEMS INC. | May 8, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | FOR 19 funds |
Split 1 FOR, 23 AGAINST |
| CAMPBELL SOUP CO. | November 19, 2024 | To vote on a shareholder proposal regarding a diversity audit. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 1 FOR, 17 AGAINST |
| CASEY'S GENERAL STORES INC. | August 28, 2024 | Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 10 AGAINST |
| CATERPILLAR INC. | June 11, 2025 | Shareholder Proposal - Civil Rights Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 21 AGAINST |
| CBOE GLOBAL MARKETS INC. | May 6, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | FOR 21 funds |
Split 9 FOR, 11 AGAINST |
| CENTENE CORP. | May 13, 2025 | STOCKHOLDER PROPOSAL TO DISCLOSE PLAN TO REDUCE TOTAL CONTRIBUTION TO CLIMATE CHANGE. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 7 FOR, 12 AGAINST |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | FOR 21 funds |
Split 13 FOR, 5 AGAINST |
| CHEVRON CORP. | May 28, 2025 | Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 7 FOR, 12 AGAINST |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding disclosure of key diversity and inclusion metric, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 25 funds |
Split 11 FOR, 9 AGAINST |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | FOR 25 funds |
Split 2 FOR, 19 AGAINST |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | FOR 25 funds |
Split 18 FOR, 3 AGAINST |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding a report on food waste Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 10 FOR, 13 AGAINST |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding an assessment of non-sugar sweeteners Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 24 AGAINST |
| COLUMBIA SPORTSWEAR CO. | June 5, 2025 | Shareholder proposal regarding the adoption of GHG emissions reduction targets. Environment or Climate |
Shareholder (E&S) | Against | FOR 12 funds |
Split 4 FOR, 3 AGAINST |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on circular packaging. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 2 FOR, 21 AGAINST |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 2 FOR, 21 AGAINST |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on managing supply chain water risk. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 2 FOR, 21 AGAINST |
| COSTAR GROUP | June 26, 2025 | Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 10 FOR, 4 AGAINST |
| CRACKER BARREL OLD COUNTRY STORE INC. | November 21, 2024 | Shareholder proposal requesting the Company disclose targets for reducing greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Contested | AGAINST 10 funds |
Split 8 FOR, 1 ABSTAIN |
| CROWN HOLDINGS INC. | May 1, 2025 | Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | FOR 12 funds |
Split 4 FOR, 2 AGAINST |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company comply with WHO guidelines for antimicrobials for food-producing animals in the supply chain if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 1 FOR, 21 AGAINST |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company disclose the percent of pork raised in group housing and establish targets for achieving 100% group housed pork if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 10 FOR, 11 AGAINST |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company issue a report on if and how it will reduce greenhouse gas emissions in alignment with the Paris Agreement's 1.5 degree goal if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 1 FOR, 21 AGAINST |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 24 funds |
Split 5 FOR, 15 AGAINST |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a report on effectiveness of efforts to create a meritocratic workplace Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 19 AGAINST |
| DIGITAL REALTY TRUST INC. | June 6, 2025 | A stockholder proposal regarding human right to water, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
AGAINST 23 funds |
| DOLLAR GENERAL CORP. | May 29, 2025 | To vote on a shareholder proposal to adopt a comprehensive human rights policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 7 FOR, 9 AGAINST |
| DOLLAR GENERAL CORP. | May 29, 2025 | To vote on a shareholder proposal to publish a food waste transparency report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 7 FOR, 9 AGAINST |
| DRAFTKINGS INC. | May 19, 2025 | To consider a shareholder proposal regarding board matrix disclosure. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 7 FOR, 1 AGAINST |
| ELEVANCE HEALTH INC. | May 14, 2025 | Shareholder proposal requesting report on the effectiveness of Diversity, Equity and Inclusion efforts. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 1 FOR, 24 AGAINST |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding a Just Transition report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 2 FOR, 19 AGAINST |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 10 FOR, 10 AGAINST |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 9 FOR, 10 AGAINST |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Plastic Packaging. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 9 FOR, 10 AGAINST |
| GILEAD SCIENCES INC. | May 7, 2025 | To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 8 FOR, 12 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 10 FOR, 8 AGAINST |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 1 FOR, 22 AGAINST |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 12 FOR, 9 AGAINST |
| HORMEL FOODS CORP. | January 28, 2025 | Stockholder proposal requesting publication of targets for significantly increasing group sow housing in the Company's supply chain, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 17 AGAINST |
| IDEX CORP. | May 8, 2025 | 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 | AGAINST 22 funds |
Split 19 AGAINST, 1 ABSTAIN |
| INTEL CORP. | May 6, 2025 | Stockholder proposal requesting a report on an ethical impact assessment, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 10 AGAINST, 7 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Stockholder Proposal to Support Transparency in Lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 9 FOR, 12 AGAINST |
| JOHNSON & JOHNSON | April 24, 2025 | Produce a human rights impact assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 1 FOR, 21 AGAINST |
| JPMORGAN CHASE & CO. | May 20, 2025 | Report on social impacts of transition finance Environment or Climate |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 1 FOR, 20 AGAINST |
| KNIGHT-SWI | May 13, 2025 | Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues |
Shareholder (E&S) | Not determined | FOR 12 funds |
Split 4 FOR, 4 AGAINST |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on plastic packaging, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 1 FOR, 17 AGAINST |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 1 FOR, 17 AGAINST |
| KROGER CO. | June 26, 2025 | Report on safeguarding the privacy of consumer health data. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 11 AGAINST, 7 ABSTAIN |
| L3HARRIS T | April 18, 2025 | Shareholder Proposal titled "Transparency in Lobbying". Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 22 funds |
Split 9 FOR, 11 AGAINST |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQIA+ equity and inclusion efforts in its human capital management strategy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 FOR, 19 AGAINST, 2 ABSTAIN |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal requesting disclosure on how the Company intends to reduce greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 FOR, 19 AGAINST, 2 ABSTAIN |
| MASTERCARD | June 24, 2025 | Consideration of a stockholder proposal requesting a racial equity audit report Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 1 FOR, 23 AGAINST |
| MCDONALD'S CORP. | May 20, 2025 | Advisory Vote on Disclosure on Climate Transition Plans. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 1 FOR, 22 AGAINST |
| MCKESSON CORP. | July 31, 2024 | Shareholder Proposal on Report on Risks of State Policies Restricting Reproductive Health Care. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 10 AGAINST, 8 ABSTAIN |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a human rights impact assessment. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 1 FOR, 24 AGAINST |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a tax transparency report. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 2 FOR, 22 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 1 FOR, 28 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on Al data usage oversight. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 7 FOR, 16 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Shareholder Rights and Defenses |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 5 FOR, 20 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on data collection and advertising practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 13 FOR, 12 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on hate targeting marginalized communities. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 31 funds |
Split 15 FOR, 9 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on risks of deepfakes in online child exploitation. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 2 FOR, 26 AGAINST |
| MICROCHIP TECHNOLOGY INC. | August 20, 2024 | Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 1 FOR, 24 AGAINST |
| MICROSOFT | December 10, 2024 | Report on Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 33 funds |
Split 1 FOR, 32 AGAINST |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Data Sourcing Accountability Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 33 funds |
Split 19 FOR, 7 AGAINST |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Misinformation and Disinformation Other Social Issues |
Shareholder (E&S) | Against | AGAINST 33 funds |
Split 2 FOR, 30 AGAINST |
| MICROSOFT CORP. | December 10, 2024 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 33 funds |
Split 7 FOR, 19 AGAINST |
| MICROSOFT CORP. | December 10, 2024 | Report on Risks of Weapons Development Other Social Issues |
Shareholder (E&S) | Against | AGAINST 33 funds |
Split 2 FOR, 30 AGAINST |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Assessment of the Company's supplier and partner code of conduct due diligence process Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 21 AGAINST |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on Climate lobbying Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 7 FOR, 13 AGAINST |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on flexible plastic packaging Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 21 AGAINST |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on recycled content claims Other Social Issues |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 21 AGAINST |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Third-party report assessing effectiveness of implementation of human rights policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 7 FOR, 13 AGAINST |
| MORGAN STANLEY | May 15, 2025 | Shareholder proposal requesting an energy supply ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 9 FOR, 7 AGAINST |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 12 FOR, 10 AGAINST |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 12 FOR, 10 AGAINST |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Worker-Driven Social Responsibility, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 2 FOR, 21 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.