Home › Asset managers › Compare 2025-2026 › Dimensional vs Equitable
Dimensional 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 57,558 | 48,808 | 2,812 | 5,938 | 94.6% | 90.8% |
| Board proposals | 49,698 | 41,691 | 2,635 | 5,372 | 94.1% | 90.1% |
| E&S shareholder proposals | 174 | 79 | 0 | 95 | 100.0% | 86.0% |
| Other items | 7,686 | 7,038 | 177 | 471 | 97.5% | 95.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
5,938 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 | Dimensional | Equitable |
|---|---|---|---|---|---|---|
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Retirement Plan Climate Risk. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 20 funds |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To vote upon a shareholder proposal requiring the Company to provide a report on political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 8 FOR, 10 AGAINST |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal Regarding Food Waste Reporting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 4 FOR, 2 AGAINST, 1 ABSTAIN |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal for a Report on Human Rights Policy and Human Rights Due Diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 7 AGAINST, 1 ABSTAIN |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal for a Report on Risks of State Policies on Reproductive Health Care. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 2 AGAINST, 5 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding AI Board oversight Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 28 AGAINST, 1 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI data usage oversight Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
Split 12 FOR, 14 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI-generated misinformation Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 11 FOR, 13 AGAINST, 1 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on data privacy Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 28 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on impact of U.S. immigration policy Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 28 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on water usage and AI development Environment or Climate |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 28 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
Split 11 FOR, 15 AGAINST |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 2 FOR, 25 AGAINST, 1 ABSTAIN |
| ARCBEST CORPORATION | April 24, 2026 | A shareholder proposal to approve GHG emissions reduction targets, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
Split 2 FOR, 4 AGAINST |
| AT&T INC. | May 14, 2026 | EEO-1 Report Disclosure Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 9 FOR, 8 AGAINST |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding GHG report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 4 FOR, 4 AGAINST, 1 ABSTAIN |
| Airbnb, Inc. | June 5, 2026 | Oversight of risks relating to digital services; Other Social Issues |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 18 AGAINST, 1 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 2 FOR, 19 AGAINST |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding a report on deforestation in the company's own-brand supply chain, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 7 FOR, 4 AGAINST |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 7 FOR, 4 AGAINST |
| BOOKING HOLDINGS INC. | June 2, 2026 | Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
Split 9 FOR, 13 AGAINST |
| BOOKING HOLDINGS INC. | June 2, 2026 | Non-binding stockholder vote on a stockholder resolution regarding business operations in illegal settlements. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 23 AGAINST |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION | July 23, 2025 | Vote on a stockholder proposal regarding a report on political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 8 AGAINST |
| CASEY'S GENERAL STORES, INC. | September 3, 2025 | Shareholder proposal regarding Scope 3 greenhouse gas reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 11 funds |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 8 FOR, 9 AGAINST |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 9 FOR, 8 AGAINST |
| ELI LILLY AND COMPANY | May 4, 2026 | Shareholder proposal to prepare an annual lobbying report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 23 AGAINST |
| FASTENAL COMPANY | April 23, 2026 | Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | None | AGAINST 6 funds |
Split 11 FOR, 9 AGAINST, 2 ABSTAIN |
| GE AEROSPACE | May 5, 2026 | Shareholder Proposal Requesting Report on Defense-Related Products Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 20 AGAINST |
| GENERAL MILLS, INC. | September 30, 2025 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 8 FOR, 10 AGAINST |
| GILEAD SCIENCES, INC. | April 30, 2026 | To vote on a stockholder proposal requesting a report on the impact of extended patent exclusivities on patient access, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 23 AGAINST |
| HARLEY-DAVIDSON, INC. | May 21, 2026 | To vote on a shareholder proposal regarding a climate transition plan. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 3 FOR, 3 AGAINST |
| HCA HEALTHCARE, INC. | April 23, 2026 | Stockholder proposal, if properly presented at the meeting, regarding a report on healthcare consequences. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 21 AGAINST |
| HYATT HOTELS CORPORATION | May 20, 2026 | Stockholder proposal requesting the issuance of a report analyzing whether Hyatt could disclose its overall plastics use. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 4 FOR, 3 AGAINST |
| JPMORGAN CHASE & CO. | May 19, 2026 | Lobbying alignment Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 19 AGAINST |
| Knight-Swift Transportation Holdings Inc. | May 12, 2026 | Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 4 FOR, 4 AGAINST |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging footprint. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 21 funds |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on DEI risks in federal contracting. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 25 AGAINST |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on healthcare coverage gaps. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 25 AGAINST |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on political contributions. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 25 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding data protection impact assessment on generative Al chatbots. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 3 FOR, 22 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on Al data usage oversight. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 20 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 3 FOR, 25 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on climate change-related commitments. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 2 FOR, 29 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on human rights due diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 30 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on risks of anti-American discrimination from H-1B visa program use. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 30 AGAINST |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 3 FOR, 24 AGAINST |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Human Rights Due Diligence Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 2 FOR, 17 AGAINST, 8 ABSTAIN |
| Microsoft Corporation | December 5, 2025 | Report on Al Data Usage Oversight Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 30 AGAINST |
| Microsoft Corporation | December 5, 2025 | Report on Al and Machine Learning Tools for Oil and Gas Development and Production Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 30 AGAINST |
| NEXTERA ENERGY, INC. | May 21, 2026 | A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below 2 degrees Celsius, and ideally, 1.5 degrees Celsius. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 10 FOR, 10 AGAINST |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 29 AGAINST, 1 ABSTAIN |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 29 AGAINST |
| NVR, INC. | May 7, 2026 | Shareholder proposal to disclose greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 13 FOR, 4 AGAINST |
| O'REILLY AUTOMOTIVE, INC. | May 14, 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
Split 11 FOR, 8 AGAINST, 1 ABSTAIN |
| OTIS WORLDWIDE CORPORATION | May 27, 2026 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 8 FOR, 8 AGAINST |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Political Spending Disclosure," if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
Split 11 FOR, 8 AGAINST |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Report Evaluating the Treatment of Animals within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 21 AGAINST |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Report on Human Rights Oversight. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 9 FOR, 11 AGAINST |
| PILGRIM'S PRIDE CORPORATION | April 29, 2026 | A stockholder proposal to provide a political spending disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 3 FOR, 2 AGAINST |
| QUALCOMM INCORPORATED | March 17, 2026 | Stockholder proposal entitled "Report on Risk of China Exposure." Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 22 AGAINST, 2 ABSTAIN |
| SKYWEST, INC. | May 5, 2026 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 2 FOR, 3 AGAINST |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | To approve a stockholder proposal regarding greenhouse gas emission reduction efforts report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
Split 8 FOR, 10 AGAINST |
| SONOCO PRODUCTS COMPANY | April 15, 2026 | Advisory (non-binding) shareholder proposal - avoid brand damage from political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
Split 4 FOR, 3 AGAINST, 1 ABSTAIN |
| STEEL DYNAMICS, INC. | May 6, 2026 | SHAREHOLDER PROPOSAL - AVOID POLITICAL SPENDING BRAND DAMAGE Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 10 FOR, 10 AGAINST |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting a report on reducing plastic microfiber shedding. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 17 AGAINST |
| TESLA, INC. | November 6, 2025 | A shareholder proposal requesting a child labor audit. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 23 AGAINST |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on risks related to ingredients Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 24 AGAINST |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 2 FOR, 23 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Disclosure of Energy Supply Ratio Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 9 FOR, 10 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 11 FOR, 8 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 1 FOR, 20 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Customer Data Privacy Risks Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 20 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 11 FOR, 9 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Sufficiency of Associates' Access to Healthcare Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 20 AGAINST |
| THE PROCTER & GAMBLE COMPANY | October 14, 2025 | Shareholder Proposal Requesting Additional Reporting on Plastic Packaging Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 1 FOR, 21 AGAINST |
| THE SOUTHERN COMPANY | May 13, 2026 | Stockholder proposal regarding a report on data center costs Corporate Governance |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 1 FOR, 16 AGAINST |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 1 FOR, 16 AGAINST |
| TYLER TECHNOLOGIES, INC. | May 5, 2026 | Shareholder Proposal Regarding Political Spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 21 AGAINST, 1 ABSTAIN |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding report on environmental and human health impacts from waste lagoons. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 8 FOR, 8 AGAINST |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 16 AGAINST |
| UNDER ARMOUR, INC. | September 3, 2025 | To vote on a stockholder proposal, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
Split 8 AGAINST, 2 ABSTAIN |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to engage a third-party to audit and prepare an additional report on the impacts of UPS operations affecting BIPOC and low income communities. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 1 FOR, 16 AGAINST |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to provide an additional report describing the alignment of its operations and investments with its carbon neutrality goals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 1 FOR, 16 AGAINST |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 7 FOR, 9 AGAINST |
| VERIZON COMMUNICATIONS | May 21, 2026 | Board oversight of material issues related to climate change Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 1 FOR, 17 AGAINST, 1 ABSTAIN |
| VERIZON COMMUNICATIONS | May 21, 2026 | Risks of non-fiduciary executive compensation metrics Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 18 AGAINST, 1 ABSTAIN |
| VISA INC. | January 27, 2026 | Shareholder proposal on report on online sexual exploitation. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 26 AGAINST |
| WALMART INC. | June 4, 2026 | Report on Immigration Policy & Enforcement Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 22 AGAINST |
| WALMART INC. | June 4, 2026 | Report on Workplace Health and Safety Governance Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 22 AGAINST |
| WARNER BROS. DISCOVERY, INC. | June 9, 2026 | To vote on a stockholder proposal entitled "Sustainability ROI Report", if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 18 AGAINST, 2 ABSTAIN |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 6 FOR, 12 AGAINST |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on High-Carbon Financing Litigation Risks. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 20 funds |
| WOLVERINE WORLD WIDE, INC. | May 7, 2026 | Shareholder proposal regarding new climate change polices or practices. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 7 AGAINST, 1 ABSTAIN |
| Walmart Inc. | June 4, 2026 | Report on Workforce Impact of Al and Automation Other Social Issues |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 20 AGAINST |
| ABB AG | March 19, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | For | AGAINST 3 funds |
Split 4 AGAINST, 3 ABSTAIN |
| ABBVIE INC. | May 8, 2026 | Stockholder Proposal - to Adopt a Policy to Require an Independent Chair Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 2 FOR, 21 AGAINST |
| ACCIONA SA | June 24, 2026 | Approve Discharge of Board Director Elections |
Other | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| ACCOR SA | May 27, 2026 | Approve Auditors' Special Report on Related-Party Transactions Audit-related |
Other | For | AGAINST 3 funds |
Split 4 FOR, 4 AGAINST |
| ADIDAS AG | May 7, 2026 | VOTING INSTRUCTIONS FOR MOTIONS OR NOMINATIONS BY SHAREHOLDERS THAT ARE NOT MADE ACCESSIBLE BEFORE THE AGM AND THAT ARE MADE OR AMENDED IN THE COURSE OF THE AGM Corporate Governance |
Other | Against | AGAINST 1 fund |
Split 4 AGAINST, 3 ABSTAIN |
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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.