How Do I Know What I Own?

Most people know the companies that they hold as direct equities. But very few know which company stocks are embedded in their retirement plans, 401(k), 403(b), mutual funds, ETFs, and other investing vehicles. This is why we built a free, open-to-the-public web tool specifically designed to compare fund holdings with any given list based on ESG criteria. The first version is called Fossil Free Funds.157 A gender diversity, gun, and prison version will be developed soon. These tools are described in detail in the next chapter.

The fundamental takeaway is that those who divest and those who engage have the same goal, and divestment and engagement strategies strengthen each other by using market forces to bring ...

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