EWA
CLF icon

ERTS Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

ERTS Wealth Advisors’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,044
Closed -$94.4K – 82
2024
Q4 		$94.4K Sell
10,044
-330
-3% -$3.98K 0.02% 85
2024
Q3 		$132K Sell
10,374
-197
-2% -$2.67K 0.02% 86
2024
Q2 		$163K Sell
10,571
-412
-4% -$7.38K 0.03% 88
2024
Q1 		$250K Hold
10,983
– – 0.05% 82
2023
Q4 		$224K Sell
10,983
-95
-0.9% -$1.63K 0.05% 84
2023
Q3 		$173K Hold
11,078
– – 0.04% 82
2023
Q2 		$186K Sell
11,078
-10
-0.1% -$159 0.04% 91
2023
Q1 		$203K Hold
11,088
– – 0.05% 89
2022
Q4 		$179K Sell
11,088
-105
-0.9% -$1.58K 0.05% 91
2022
Q3 		$151K Hold
11,193
– – 0.04% 84
2022
Q2 		$172K Sell
11,193
-400
-3% -$9.56K 0.05% 88
2022
Q1 		$373K Sell
11,593
-1,040
-8% -$23.7K 0.1% 56
2021
Q4 		$275K Buy
12,633
+398
+3% +$8.57K 0.07% 71
2021
Q3 		$242K Sell
12,235
-950
-7% -$21.7K 0.06% 76
2021
Q2 		$284K Sell
13,185
-501
-4% -$9.87K 0.08% 68
2021
Q1 		$275K Hold
13,686
– – 0.08% 72
2020
Q4 		$199K Hold
13,686
– – 0.06% 78
2020
Q3 		$88K Buy
+13,686
New +$82.4K 0.03% 74
2020
Q2 		– Sell
-13,349
Closed -$53K – 76
2020
Q1 		$53K Sell
13,349
-525
-4% -$3.3K 0.03% 76
2019
Q4 		$117K Buy
13,874
+443
+3% +$3.4K 0.05% 84
2019
Q3 		$97K Buy
13,431
+19
+0.1% +$171 0.05% 80
2019
Q2 		$143K Sell
13,412
-584
-4% -$5.76K 0.08% 83
2019
Q1 		$140K Buy
13,996
+91
+0.7% +$910 0.08% 84
2018
Q4 		$107K Buy
+13,905
New +$139K 0.08% 114

Other funds holding CLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

ERTS Wealth Advisors's CLF Position: Q1 2025 in Review

ERTS Wealth Advisors sold out of Cleveland-Cliffs (CLF) in Q1 2025, closing a stake of 10,044 shares — an estimated $94.4K sold.

ERTS Wealth Advisors first reported a position in CLF in Q4 2018 and held it in 24 quarters. The position peaked at $373K in Q1 2022. 565 funds tracked by Wall St. Rank hold CLF as of Q1 2025.

  • ERTS Wealth Advisors reported no remaining Cleveland-Cliffs position as of Q1 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 10,044 Cleveland-Cliffs shares in Q1 2025, an estimated $94.4K.
  • ERTS Wealth Advisors first reported a position in Cleveland-Cliffs in Q4 2018 and held it in 24 quarters.
  • ERTS Wealth Advisors's Cleveland-Cliffs position peaked at $373K in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2025.

Based on ERTS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.