Strategy Shares Newfound/ReSolve Robust Momentum ETF

Shareclass

Strategy Shares Nwfnd/RSlv Rbt Mmt ETF (ROMO)

Type

Exchange-traded fund

Manager

Strategy Shares

Investments in major fossil fuel companies

Top 200 carbon reserves

$207,526

Top 200 carbon reserves

$130,223

Top 200 carbon reserves

$126,587

Top 200 carbon reserves

$81,329

Top 200 carbon reserves

$72,441

Top 200 carbon reserves

$54,285

Fossil fuel holdings

Energy sector

Top 200 owners of carbon reserves

Carbon Underground 200

holdings

$1.09M

invested

3.1%

of portfolio

Coal industry

Coal miners, coal services, owners of coal reserves

holdings

$556,997

invested

1.58%

of portfolio

Oil/gas industry

Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators

151

holdings

$1.98M

invested

5.62%

of portfolio

Utility sector

Top 50 coal-fired utilities

Macroclimate 50

holdings

$87,876

invested

0.25%

of portfolio

Fossil-fired utilities

Utilities burning fossil fuels or distributing gas

holdings

$830,065

invested

2.36%

of portfolio

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

All fossil fuel companies

207 holdings

1. Shell PLC
$207,526
0.59%
2. Siemens AG
$191,332
0.54%
3. BHP Group Ltd
$130,223
0.37%
4. TotalEnergies SE
$126,587
0.36%
5. BP PLC
$81,329
0.23%

See all

See the impact of your investments

Regular updates on sustainability risks and ethical concerns in everyday investment products

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

Search more funds

Financial performance

Performance data provided by

Find more financial data on ROMO at Morningstar.com

Current fund

ROMO

Strategy Shares Newfound/ReSolve Robust Momentum ETF

Family

Strategy Shares

Category

Moderately Aggressive Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower

5-yr returns

-7.19% less in annualized returns

Less invested in fossil fuels

1.09% less invested

Higher fossil finance risk score

4 points higher

Lower fossil insurance risk score

8 points lower

Less invested in Clean200

16.5% less invested

Current fund

ROMO

Strategy Shares Newfound/ReSolve Robust Momentum ETF

Family

Strategy Shares

Category

Moderately Aggressive Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower

5-yr returns

-7.19% less in annualized returns

Less invested in fossil fuels

1.09% less invested

Higher fossil finance risk score

4 points higher

Lower fossil insurance risk score

8 points lower

Less invested in Clean200

16.5% less invested

Current fund

ROMO

Strategy Shares Newfound/ReSolve Robust Momentum ETF

Family

Strategy Shares

Category

Moderately Aggressive Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower

5-yr returns

-7.19% less in annualized returns

Less invested in fossil fuels

1.09% less invested

Higher fossil finance risk score

4 points higher

Lower fossil insurance risk score

8 points lower

Less invested in Clean200

16.5% less invested

Month-end trailing returns

Performance as of date: 5/31/25

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
ROMO - Strategy Shares Newfound/ReSolve Robust Momentum ETF

8.02%

7.66%

8.72%

6.95%

Benchmark

13%

14%

16%

13%

8.04%

Fund compared to benchmark

-5.46%

-6.72%

-7.19%

1.09% lower

Find more financial data on ROMO at Morningstar.com

What's next?

Learn how to make a change and move your money

Get started with our action toolkit

Action toolkit

Google’s fossil free fund option, by the numbers

Jun 24, 2025

When the Google 401(k) added a fossil-free fund, it didn’t just give employees a climate-conscious sustainable investment option with comparable returns. It gave employees a way to directly reduce their fossil fuel investments, as well as their financed emissions.

Bankrolling Bombs

May 22, 2025

How Your 401(k) Funds the War Machine and What You Can Do About It

The Humanitarian Impacts and Investment Risks of Conventional Weapons

Apr 5, 2025

Conventional weapons cause immense human suffering, particularly when they are used with excessive force or indiscriminately against civilians, in violation of international human rights law.

The Ethical and Financial Risks of Investing in Controversial Weapons

Mar 12, 2025

Many military weapons are considered controversial weapons due to the indiscriminate harm they cause to civilians, violating international humanitarian principles. Investing in controversial weapons makers doesn’t just threaten global peace – it also threatens your savings.

University Retirement Plans are Funding the Destruction of their Students’ Future

Feb 6, 2025

We analyzed 10 defined contribution plans offered by five large universities: Columbia, Harvard, Northwestern, Princeton, and Notre Dame. We found that billions of dollars in university employee retirement savings are invested in companies with significant environmental and social risks.

You Might be Invested in Military Weapon Manufacturers

Feb 4, 2025

What if I told you your hard-earned retirement savings are likely invested in companies that manufacture weapons of war?

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer

Fossil fuel companiesare fueling the climate crisis.

See the impact of your investments

Regular updates on sustainability risks and ethical concerns in everyday investment products

Environment

Social

Disclaimer: As You Sow is not an investment adviser